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Maximize report usefulness by improving design and layout 

Tue March 01, 2016 01:22 PM

R. Williams outlines four design principles in The Non-Designer's Design Book which can help improve your Apptio reports by making data-related insights and trends easier to summarize and understand.

 

Try these quick ideas when you build or edit reports:

1. CONTRAST

2. REPETITION

3. ALIGNMENT

4. PROXIMITY

 

Click any image below to enlarge.

 

1. CONTRAST

Visually separate different report elements as much as possible.

Assign greater importance (using color and font size) to key metrics and trends of specific interest.

Reduce the number of colors and font styles to as few as possible.

 

CONTRAST EXAMPLE 1 (BEFORE)

contrast_01A.PNG

 

CONTRAST EXAMPLE 1 (AFTER)

contrast_01B.PNG

 

CONTRAST EXAMPLE 2 (BEFORE)

contrast_02A.PNG

 

CONTRAST EXAMPLE 2 (AFTER)

contrast_02B.PNG

 

2. REPETITION

Use repeating design elements to break up and simplify large numbers of tables and charts.

Be consistent with size, style, and formatting of components within a report and across multiple reports.

 

REPETITION EXAMPLE 1 (BEFORE)

repetition_01A.PNG

 

REPETITION EXAMPLE 1 (AFTER)

repetition_01B.PNG

REPETITION EXAMPLE 1 (WHAT WAS REPEATED)

repetition_01C.PNG

 

REPETITION EXAMPLE 2 (BEFORE): CAPEX AND OPEX COLORS NOT CONSISTENT

repetition_02A.PNG

 

REPETITION EXAMPLE 2 (AFTER)

 

repetition_02B.PNG

 

3. ALIGNMENT

Horizontally and vertically align report elements when possible, even when the elements are not close to each other.

 

 

ALIGNMENT EXAMPLE (BEFORE)

alignment_01A.PNG

 

ALIGNMENT EXAMPLE (AFTER)

alignment_01B.PNG

 

ALIGNMENT EXAMPLE (WHAT WAS ALIGNED)

alignment_01C.png

 

 

4. PROXIMITY

Group related items close together.

Put more space between unrelated items.

 

PROXIMITY EXAMPLE (BEFORE)

proximity_01A.PNG

 

PROXIMITY EXAMPLE (AFTER)

proximity_01B.PNG





#CostingStandard(CT-Foundation)

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Comments

Thu October 25, 2018 11:22 AM

I can't claim credit for the acronym   but I suspect it was intentional...its source is this book.


#CostingStandard(CT-Foundation)

Tue October 23, 2018 10:01 PM

This is great but i must ask, was the acronym intentional? Has certainly made it easy to remember.


#CostingStandard(CT-Foundation)

Mon January 08, 2018 08:19 AM

So helpful I want to pin this up on my wall! But for now, I'm off to fix some of my older reports....


#CostingStandard(CT-Foundation)

Fri July 14, 2017 09:25 AM

If this post was helpful, see Creating User Friendly Reports for a 29-minute video demonstration of these and similar principles.


#CostingStandard(CT-Foundation)

Sat March 18, 2017 09:48 PM