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Tables

Tabular reporting for data-driven stakeholders

Table view
Table view

Overview

Tables was a module inside Analyze (now Reports) that let people browse, work with and export raw cross-tabulation data straight from the Report Viewer, without needing authoring rights. As Head of Design I came up with it and designed it from scratch.

Challenge

Before Tables, the Viewer could only show slide-based reports built in Compose. A stakeholder who wanted the raw numbers needed full authoring access, which dropped them into a complicated tool where they could change something by accident.

People who only wanted to read data needed a clean way to do it, with tabular data treated as a proper reporting format in its own right.

My role

I designed Tables as a new kind of report page alongside slides in the Viewer. Instead of a fixed canvas, a table page showed the full cross-tabulation, scrolling in both directions, with clean formatting, titles and footnotes.

It had to feel effortless to read while still handling the useful things: sorting, freezing columns, filtering by parameter and exporting to Excel. It stayed consistent with the rest of the Viewer, so moving between slides and tables never felt like a jolt.

Table module start screen
Table module start screen
Generating table – Selecting KPIs
Generating table – Selecting KPIs
Generating table – Selecting parameters
Generating table – Selecting parameters
Table with in-cell visualisation
Table with in-cell visualisation
Table with heat map option
Table with heat map option

Outcome

Authors ended up with the full set: polished visuals for telling a story in Compose, and raw data for digging in via Tables. Stakeholders could browse, filter and export what they needed without ever opening the authoring tools.

What's next

As the capabilities of Reports grew, we introduced a way to view tables created in Reports directly, and retired the Tables module.