Binning in Looker

a screen showing descriptions to boards when the user hovers over the tile
my role
Designer - design and iteration
my team
Sarah Waterson, Lead Designer
Katherine Gillespie, Product Manager
Year
Feb 2022
Looker is a modern BI platform that helps users explore, analyze, and share their business metrics easily. Users should be allowed to self-service and extract insights about their company data quickly and confidently.

In Looker, we offer users options to create custom bins in the UI that do not require complex nested IF statements. However, users struggled with the UI. The below images shows the previous way Looker offered custom binning.

the pain points

Based on the user feedback and their pain points, we finalized a set of goals that our new binning functionality should achieve.

  1. More customization. Users wanted other labeling styles for their bins, including custom labeling.
  1. User-friendly editor. Users were confused as to what they needed to input into the fields.

My role was to think of a design to address the usability and comprehension issues. Users should understand exactly how their data is being bucketed.

a screenshot of the current user workflow for Looker Boards and notes of observed pain pointsa close up image of example pain points that were observed from one of the board interactions

the design process

I first brainstormed and sketched out concepts. Then, I brought these ideas into wireframes to continue refining these explorations and presented them to the team for feedback.

The team liked the idea of showing our business users bin ranges because this allows them to see exactly how the ranges are going to being defined (instead of having to guess or first run the data).

an image of different solutions that came up and why they were not chosen

exploring different designs

We explored multiple design patterns for displaying and editing descriptions. The top questions we asked ourselves were: 

  1. Should it always display or display on hover?
  2. How can we perform this in a way that isn’t too distracting?
  3. What’s a solution that will work for when there isn't a description?
  4. How might one edit these descriptions?
  5. What if customers want to add longer descriptions?


The biggest hurdle to this design was our ambiguity with the general length of user descriptions. However, we surveyed internal Looker users to identify the length of context and found that the descriptions tend to be short, averaging approximately 200 characters (including spaces).

After quite a few iterations, we narrowed down to two top solutions, taking into account the technical constraints of the product.  

iterations...

Our ideal solution is one where upon hovering over the tile, a description appears for the end user. We like this design because it removed unnecessary distractions from descriptions that could be too noisy for the end user. We also wanted to break away from the tooltip element since the product heavily utilizes this form of display.

an image of the ideal solution for adding descriptions to pieces of content on a board

Recognizing that this new workflow could potentially pose a more technical problem, we created another design that took into considerations the current pattern for board descriptions and applied that similar model for each board thumbnail instead. Admittedly, this is less exciting but functional and serves the design purpose.

an image of a less ideal solution for adding descriptions to pieces of content on a board, considering technical constraints

outcome

We met with an engineer to discuss the technical limitations of a hovering description state, and to our delight, we learned that this design was very doable! After finalizing this solution, we prototyped the interaction to show a more refined design on how the elements would move and presented this for Hack Week Nov 2020.