Flow comparison

Three ways to build a group

Three ways to build a group, showing the friction in the existing flows and how paste-to-create resolved it.

Flow 1: Manually build a group
Navigate to report section
Start setting up a report
  • Choose dimension
  • Decide to create a group
Begin manual group creation
  • Traverse hierarchy
  • Add items one-by-one
  • Review item selection
  • Save group
Run the report
Pain points
  • Slow, repetitive, manual
  • Deep hierarchy navigation
  • Easy to miss items
  • Users knew the list but couldn't work that way
Flow 2: Spreadsheet workaround
Navigate to parameters section
Prepare and upload a spreadsheet
  • Open Excel/Sheets
  • Build list of items
  • Format spreadsheet
  • Upload and save
  • Exit upload area
Navigate to report section
Start setting up the report
  • Choose dimension
  • Search for saved dataset
  • Add it into the view
Run the report
Pain points
  • Requires external tools
  • Multi-location, multi-step
  • Formatting overhead
  • Breaks pacing and context
Flow 3: Paste-to-create (the fix)
Navigate to report section
Start setting up the report
  • Choose dimension
  • Open paste option
Paste data
  • Paste list of items
  • Use repeat mechanism
  • Add to the build
  • Inline validation
Run the report
Improvements
  • Single-context workflow
  • No external tools
  • No formatting
  • Inline validation
  • Faster, clearer, natural flow