Lecture Notes

Introduction and Context

• Discussed the use of an A-frame as a vacation home, mentioning its size and comfort.
• Conversation centered around whether SciCat needed to be involved in discussions about UI changes for external templates.
• Consensus: SciCat doesn't need to be involved in a call regarding UI/UX design changes.

Purpose of the Meeting

• The meeting was organized to discuss updates following an initial call a week prior.
• Chris was to provide updates on reporting, feedback, and best practices.
• A draft document was shared to align everyone on Power BI best practices.

Document and Feedback

• Chris had prepared a document with initial draft components for Power BI.
• Document includes guidelines on:
  • Language simplicity and clarity
  • Consistent terminology
  • Actionable insights, labeling, and user guidance
  • Layout and design guidelines (structure, typography, color contrast, etc.)
• The document will be a living document, open for additions and updates.

Power BI UX Considerations

• Performance optimization and mobile/cross-device compatibility were discussed.
• Accessibility considerations, including alternative text for visuals.

Design and UI Best Practices

• Emphasis on the importance of descriptive chart titles and consistent capitalization practices.
• Discussion on color coding and alt text for accessibility.
• Suggestions for improvements in padding, font sizes, and layout to enhance user interface.

Chart and Visual Elements

• Chris provided feedback and suggestions on specific chart elements:
  • Improving chart title descriptiveness.
  • Adjusting colors for better visibility and compliance with contrast standards.
  • Discussed the handling of currency display and possible automation based on localization.
  • Consideration of automatic currency conversion.

Quick Wins and Future Improvements

• Identified "quick wins" for immediate implementation:
  • Adding alt texts as a practice for accessibility.
  • Using smart narrative for summarizing findings.
• Challenges in implementing detailed UI changes due to time constraints.

Follow-up Actions

• Need to schedule another meeting to go over unresolved questions.
• Chris to share the Power BI document and Miro board for further feedback.
• Discussion on the best practices document's integration with existing training materials.

Conclusion

• Agreement to continue discussions and iterate on improvements.
• Feedback will be reviewed and implemented in future releases.
• Emphasis on incremental improvements and integrating suggestions into the release cycle.