Forum Discussion
Scorecard Visuals Enhancement
- 8 months ago
Hi icassiem ,
Based on my understanding, between the options you outlined, Option A - Custom tooltip for zoom with a variance table is technically clean and well designed. However, in day to day usage, important details can be missed because the information appears only on hover and keeps changing as the mouse moves. This reduces quick glance understanding and generally works better for more experienced users.
Option B - Explicit zoom or magnify action within the KPI frame feels more aligned with typical user behaviour. Even though it requires a click, a clearly visible magnify icon or View details indicator is easier for users to notice than hover only interactions. Expanding the KPI into a focused view with readable labels, a variance table, and a clear close action also helps users stay in context without forcing full page navigation.
Suggested approach is - keep the main scorecard as a clean, high level overview by showing one KPI value with a simplified trend ,minimal labels, no Y axis. For deeper analysis, allow users to click the KPI to drill through or expand using a bookmark-style interaction, where the same KPI is shown with clearer visuals and a supporting variance table. Placing multiple visuals per KPI on the main page can dilute focus and reduce the scorecard's ability to highlight issues quickly.
As optional enhancements, native features like Focus mode can be used to temporarily enlarge visuals, and custom tooltip pages can provide short variance explanations or key drivers.
- 8 months ago
Hi icassiem ,
Keeping the main frame clean with KPIs in one row and a single simple chart (few measures, no extra labels) will make it easy to read. For more details, a clear Details button that opens a focused view with charts and a variance table is better than adding more visuals or depending on tooltips.
v-sshirivolu thank you
My users dont use the feature buttons and drill down etc they get lost, hence why i built clear nav buttons with different views
So the approach
- make the frames a little smaller, with moving the kpi measures all in lign on top in 1 row with 1 main graph visual, no y-axis & no lables?
- the main visual is more clear with not to many activty (3-4 measures)
- keep the default tooltip of line chart, the bar+line offers more but its tooltip is not good leaving me thinking of splittin to 2 visuals but this leaves to busy as you mentioned?
- then detail button that pops the full frame with main graph visual smaller and more finer font with lables for all measures or keep small with detial & variances in additional table or ?
Kindly advise?
Hi icassiem ,
Keeping the main frame clean with KPIs in one row and a single simple chart (few measures, no extra labels) will make it easy to read. For more details, a clear Details button that opens a focused view with charts and a variance table is better than adding more visuals or depending on tooltips.