Siemens Internship Project- Data Tables Re-Imagine

This project showcases my work which I completed in my 2 months internship project. I Conducted a competitive analysis, and based on my findings and insights reimagined data tables, improved keyboard navigation, and checked accessibility for tables used in Web based PLM software, resulting in a more user-friendly tables.

My Role and Timeline

Role- UX Research and Design Intern

Timeline- 2 months

Application- ActiveWorkspace PLM Software

Types of Users using PLM Software

  1. Product Designers

  2. Engineers

  3. Manufacturing Teams

  4. Supply Chain Managers

  5. Quality Control Teams

  6. Project Managers

  7. Sales and Marketing Teams

  8. Service and Maintaince

  9. Regulatory and Compliance

  10. Executive and Managers

  11. Customers

  12. Research and Innovators

Understanding Data Tables

In the course of their assignment, was tasked with the responsibility of researching, analyzing, and designing tables for Active Workspace, thus emphasizing the critical nature of well-constructed data tables in enhancing the functionality and user-friendliness of PLM software.
Starting with Listing down all the features of tables and segregating them into basic and advance features.

Table

Cell

Content

Type

Content

Empty

Text/Mixed

Numbers/Mixed

Dropdowns

Widgets

Graphical property

Calculations

Charts

Links

Read Only

Tooltpis

Text Formatting

Borders

Formulas

Selection

Favorites

Autosave

Flash fill

Comment/Note/Sensitive Labels

Normal

Active

Focus

Hover

Copy/Paste/Cut/Replace/Duplicate

Merge/Unmerge

Wrap Up

Alignment

Mono space Figures

Cell Color Styling

Editable

Placeholder

Interaction

Freeze/Unfreeze

Tooltips for column/row headers

Interaction

Group/Batch rows/columns

Stacked Nested subcolumns/subrows

Tree table(child, sibling)

Grouping

Actions

Styling

Actions

Table Formatting

Conditional Formatting

Markup

Show Errors

Expand/Shrink

Autofit Height/Width

Display Density

Configuration/Arrange

Rows/Columns

Styling

Layout

Formulas/Rollups

Selection

Favorites

Autosave

Insert/Delete/Remove

Sorting & Filtering

Search

Flagging/Rating

Import/Export

Data Validation

Advance Search/ Filtering

Copy/Paste/Cut/Replace/Duplicate

Merge/Unmerge

Removing Duplicates

Alignment

Simple Number Pagination

Bordered

Interactive wise Styling

Rounded

Next/Previous

Toggle Buttons

Lines

Radio Buttons

Icon arrow(Steppers)

Scrolling(Sliders)

Pagination

Behavior

Styling

Layout

Placement

On Overall Table

Enable

Disable

Number Of Pages

Summary of data(empty, filled, unique)

Search

Numbers of Rows/Columns/Data

Content

Actions

Headers

Commands

Styling

Layout

Interaction

Menu Bar

Comparative Indirect Competitors Analysis

A competitive analysis of data tables in terms of UX and UI encompasses styling, layout, pagination, table capabilities, and calculations. This evaluation helps identify best practices and areas for improvement, guiding decisions to enhance the user experience and data presentation. Please do not the research are screenshot images. Some of them are blurred.

Indirect Competitors

Excel- Online & Desktop

Airtable

Google Sheets

Apple Numbers

Polarion

Jama

Jira

Better than Us

LEGENDS

Similar than Us

Worse than Us

Unknown

Comparative Direct Competitors Analysis

A competitive analysis of data tables in terms of UX and UI encompasses styling, layout, pagination, table capabilities, and calculations. This evaluation helps identify best practices and areas for improvement, guiding decisions to enhance the user experience and data presentation. Please do not the research are screenshot images. Some of them are blurred.

Direct Competitors

Aras

Oracle

SAP

Dassault Enovia

PCM New UI

(Product Cost Management)

PTC Windchill

Better than Us

LEGENDS

Similar than Us

Worse than Us

Unknown

Overview of Comparative Study

Better than Us

LEGENDS

Similar than Us

Worse than Us

Unknown

Direct Competitors

Indirect Competitors

Mockups: These mockups are based on my findings and what I reimagined them as

Created mock ups for tables after completing evaluation and research part. All the mockups are created in Axure RP 9. **Remember this is not a live project I was working on, was assigned on what could I reimagine their data tables as**


Major Findings:

  1. Autofit width of column and height of rows instead of wrap up. (Can autofit selected ones also)

  2. Readability in terms of alignment of text, numbers, widgets

  3. Gridlines option in global settings to toggle on/off, giving user the choice

  4. Customization of tables based on gridlines, banded, theme styles

  5. Numbered pagination floating giving user the option to enable or disable

  6. At a glance, you should be able to see the difference between editable cells and non-editable without going into edit mode, as they have direct cell edit.

  7. In cell comments

  8. Instead of add row command in command bar, while the user is hovering on 1st column of table the blue line will be seen with plus sign. After clicking, numerous options to add.

  9. Expand cell, instead of wrap text to whole table, they could just have, expanding into pop up to view inside content of cell.

  10. Enhancement and elevation of freeze columns

Readability and Enhancement:

1. Soft natural shadow to enhance column freeze and elevate it.

  1. Gridlines to differentiate column data when resized.

  2. Non-editable columns are in light grey where we can distinguish

Expand Cell: 2 options I think were possible

  1. When hovering on cell, expand icon could be seen

  2. Option 1: Can move the popup and at the same time look inside the data table as well

  3. Option 2: The expansion of cell, the width would remain same, it will just expand the height.

Adding a row:

  1. When hovering between the cells, in the first column, a blue line with plus icon will appear, when you click on it, an option menu will appear, for adding a child or a sibling

InCell Comment:

  1. Shows number of comments in cell, when you click on it, it opens a comment box, with 2 tabs of current and show all.

Movable(floating) numbered pagination and zoom:

  1. With zoom of table than webpage

  2. Shows total number of rows and can jump to a particular row

  3. Jump to top or last row

  4. Show selected rows only.

Understanding Tables Keyboard Navigation

Keyboard navigation is a crucial accessibility feature that caters to user personas who rely solely on the keyboard or prefer using it over a mouse. This functionality is especially important for individuals with visual impairments who may utilize braille keyboards for navigation.

To ensure comprehensive keyboard navigation, it's essential to outline the range of actions that users can perform using only the keyboard. Additionally, specifying which parts of the table these actions apply to helps create a more inclusive and user-friendly interface.

Understanding Tables Keyboard Shortcuts

Keyboard shortcuts play a pivotal role in enhancing accessibility, particularly for user personas who rely exclusively on keyboards or have a preference for keyboard navigation over the mouse. This functionality is of utmost importance for individuals with visual impairments, some of whom utilize braille keyboards for seamless navigation.

To ensure an inclusive user experience, it's essential to compile a list of actions that can be executed exclusively via keyboard shortcuts. Additionally, specifying which parts of the table these shortcuts apply to ensures that users can efficiently navigate and interact with tabular data, regardless of their preferred input method.

Comparative Analysis Keyboard Navigation

Guideline sheet with actions, W3C Guidelines, Keyboard Navigation in Active Workspace Tables, and competitors.

Competitors

Excel- Online & Desktop

Google Sheets

SAP

Aras

Oracle

Outlook

Sharepoint

Comparative Analysis Keyboard Shortcuts

Guideline sheet with actions, Keyboard Navigation in Active Workspace Tables, and competitors.

Competitors

Excel- Online & Desktop

Google Sheets

SAP

Aras

Oracle

Outlook

Sharepoint

Checking Accessibilty: WCAG Guidelines

Accessibility Test conducted on Active Workspace Tables, also known as, PL Tables and Grid Matrix Configurator Table, using WCAG success criteria's, example, Contrast criteria, Orientation criteria, Images criteria, etc. Before I went in-depth, I first understood and learned WCAG Guidleines.

Tools used are

Accessibility Insights

Site Improve

Pass

LEGENDS

Not Applicable

Fail

Checking Accessibilty: Screen Reader

A screen reader is an assistive technology software or hardware device that interprets and converts digital text and graphical elements on a computer screen into synthesized speech or Braille output. This technology is primarily used by individuals with visual impairments to access and interact with digital content, including websites, applications, and documents.

Screen readers allow users to navigate, read, and interact with computers and mobile devices by audibly conveying the content displayed on the screen, making it accessible to those who cannot see or have limited vision.

Tools used are

Narrator Windows

ChromeVox: Chrome Extension

(Tool Used)

Expected Behavior of Screen Reader while reading tables

  1. Commands: They should read command name and inform the user whether the command is enabled or disabled. Also, it should inform the user whether it is combo box, button, etc.

  2. Column Headers: They should read the header text and button if necessary, example, filter or sort button is available. Also, with that read the location of header. Example, “ABC 3rd column header"

  3. Cell Data: They should read cell data, and if hyperlink or widget inside should mention as “link” or “dropdown”. Also, read the location, example, “Design cell from 5th row and ABC column”

Some Rough Ideations on Paper

Ideation for mockups for keyboard navigation

Learning

Certainly, here are the key learning milestones from my internship experience, broken down into points:

1. PLM Software: Learning about Product Lifecycle Management and its significance in promoting lean manufacturing processes.
2. Design Process Testing: Exploring tools like eye-tracking, common in the gaming industry, and understanding the Beta testing process.
3. Project Planning: Understanding project planning and execution, including the allocation of time for designers and developers to work on features through user stories.
4. Seeing the Bigger Picture: Learning to envision the product's trajectory and aesthetics over a five-year horizon, even if not developed immediately.
5. Designing Data Tables: Recognizing the complexity in seemingly simple table designs.
6. Application of Knowledge and Research: Practically applying research and knowledge in decision-making processes.
7. Broadening Horizons: Adapting designs to cater to a wide range of user personas for inclusivity.
8. Art of Documentation: Understanding meticulous data documentation, including employee time tracking, onboarding/offboarding procedures, and issue resolution through ticketing.

These milestones collectively represent the valuable experiences and knowledge I acquired during my internship.