Pivot table redesign

Overview

Process

Discover

Define

Goal

Features

Design

Other Projects

Chart Redesign

Runtime Forms Unification

Report Builder Revamp

How I doubled the Pivot report users

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It had been a year since I joined Kissflow, and we felt like the Reports & Analytics module was outdated and stuck. It was lagging—not just in performance but in meeting market standards in design. I realized that this module was being overshadowed by other Kissflow modules like Workflow Automation, Project Management, and Low-Code App Building.

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Overview

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What was the Inital Plan?

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It had been a year since I joined Kissflow, and we felt like the Reports & Analytics module was outdated and stuck. It was lagging—not just in performance but in meeting market standards in design. I realized that this module was being overshadowed by other Kissflow modules like Workflow Automation, Project Management, and Low-Code App Building.

LET'S
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LET'S CRAFT
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What Was the Unexpected Twist?

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Determined to turn things around, I talked to the stakeholders about the issues. Their response was encouraging; they trusted me to lead the improvement project. We first planned to make a list of UX issues and bugs and fix them, so I teamed up with the PM, and we spent three days listing all the bugs and UX problems.

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But things got interesting, the list got too big and had many items. So just fixing bugs felt like putting band-aids on a leaky pipe.

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Discover

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How the improvements are planned?

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Since we realised it clearly needed a revamp, I proposed a plan. We broke down the improvement into multiple phases and ranked them based on user data.

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We started with Consumption since it had the most users, but within Consumption, the Pivot Report feature was barely used. So we began there.

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Now, here is where the pivot improvements started

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Define

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What Users and Stakeholders want?

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To start, I wanted to understand the purpose of the pivot feature, the reasons for its implementation, and the challenges users were facing. Therefore, we conducted interviews with users and stakeholders to gather insights into both business and user needs.

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User Insights

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Complexity The pivot was too complex for our users, requiring technical skills beyond their comfort level.

UX Issues and Bugs: Many UX issues and bugs were reported, making the tool frustrating to use.

Feature Gaps: It lacked some necessary and needed features that users expected.

Stakeholder Insights

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Enhance Design: Improve the design to meet market standards.

Increase Adoption: Boost the adoption rate of the pivot report feature.

Fix Issues: Address UX issues, bugs, and visual problems identified through initial analysis.

Goals

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What Users and Stakeholders want?

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From the initial research and analysis, we defined our goals for the project

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Increase adoption and usage rate

Market-standard UI

Better user experience

Ideate

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How the Design was Approached and Iterated?

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I started the next process by analyzing market leaders and competitors. I gathered standard pivot table design guidelines and collected inspirations from the internet.

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With all this information, I designed a some layouts and conducted user interviews and A/B testing. However, the feedback was disheartening. Users did felt the way I felt for the initial designs.

It didn’t look like traditional pivot tables (Excel/Sheets).
It wasn’t visually appealing.
It was usable but not ideal.

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So, I created additional layouts and iterated based on user feedback.

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Iterating again and again felt like:

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Inspirations

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

Competitor analysis

I researched design guidelines and studied competitor BI tools like Zoho, Power BI, and others to understand how pivots are used and the market standards and requirements. I learned about user patterns and how they interact with pivots.

Multple iteraions

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

User testing

I researched design guidelines and studied competitor BI tools like Zoho, Power BI, and others to understand how pivots are used and the market standards and requirements. I learned about user patterns and how they interact with pivots.

Feature Breakdown

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Based on competitor analysis and user interviews, we found the basic features like Filter, Sort, Conditional format & User widget are much needed to work on the pivot table report.

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Advanced Customization

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Customisable Themes

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

Drilldown Data

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

Conditional Formating

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

Pivot table functions

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Custom Sorting

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

Filter

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

User widget

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

Pivot table functions

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Resize

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

Fixed Header

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

Expandable rows

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

Accessability

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Adaption & Responsiveness

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

Right to left (RTL)

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

© 2024 · Sriram · all right reserved

© 2024 · Sriram · all right reserved

Customisable Themes

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

Drilldown Data

The drill through feature easily obtains a list of raw items for a particular value cell or summary cell.

Conditional Formating

Users can easily change Piovt Tabel cell values appearance based on condutions.

Custom Sorting

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

Filter

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

User widget

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

Resize

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

Expandable rows

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

Fixed Header

Pivot Table has row and column headers fixed to compare them with cell values.

Adaption & Responsiveness

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.

Right to left (RTL)

With a fresh layout in hand, I conducted user interviews and A/B testing. But the feedback was disheartening: I made multiple layouts and interviewed with users and stakeholders again and again but they didn’t like it.