Design “Create Metric”
How to balance business users VS experts
This is an important challenge throughout the design process, but it's particularly crucial in designing create metric, as it involves the core concepts of the product.
We solve it by:
1. Different Modes Through deep dives with the users, we decide to support three metric creation modes tailored to different roles.
I design help content of progressive disclosure to accommodate different user roles without overwhelming them.
Detail refinement: I compare different hover link design alternatives in the contexts.
Derived metrics are calculations based on existing metrics, offering valuable business insights. For data professionals, we provides an inclusive set of derived metrics. But this comes with too many concepts and discourages business users.
When exploring the user data of derived metrics, I find out that only 8 most frequently used derived metrics account for a notable 74% of total usage. Providing shortcuts of these 8 can benefits both groups of users.
- For business users, this prioritizes their attention to the metrics that are most likely to be useful. By hiding the advanced options, it improves the learnability.
- For advanced users, the smaller initial display also saves them time because they avoid having to scan past a large list.
The shortcuts results in a 49% increase in Derived Metric Creation Completion Rate.