Excel 2007 Usability Pain Points
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There has been a lot of criticism regarding the Excel 2007 UI, particularly about the new chart engine and the Ribbon. Here some other Pain Points that are particularly painful for Excel dashboard designers:
No Tear-off menus in Excel 2007
This is one of the most useful things in classic Excel. You go to your color tool and drag the yellow bar into your sheet…
…and the drop down color picker converts itself into a very useful modeless color palette, always at hand when and where you need it.
If you need to color format 20 cells at the bottom of your sheet move the color palette to the bottom and you will save a lot of clicks and mouse movement effort. Also, all the colors are visible and allow you to compare them with the colors in your sheet.
When you select a chart line or bar the Color Palette is smart enough to add two rows for the line and fill colors.
It always drives me crazy working with the new color picker, wasting two mouse clicks in Excel 2007 to format a cell, and not having a visible palette that allows you to compare.
A good UI makes it easy to perform a task - it should minimize your clicks, and allow you to visually compare your results with the available colors.
Chart Formatting UI
The old chart formatting UI grouped important features into the first tabs and made tasks like formatting the Bar Area color a one click operation.
There are a lot of usability problems in the new chart formatting dialogs.
It’s not consistent with the other formatting dialogs - the Excel 2007 cell formatting dialog boxes are still using the formatting tabs of classic Excel (A good UI is consistent)
The vertical tabs have useless 3D effects (A good UI uses effective controls)
To perform simple tasks like formatting lines and markers you have to jump between the tabs (A good UI groups functions in a sensible way).
The most important features are not in the first tab (are the series options so important?), sometimes they are in the second or third (A good tabbed dialog puts the most important features in the first tab)
Color formatting controls, appear and disappear depending on the selection of other controls (A good UI should have a stable interface: that’s why most users like the ‘Always show full menus’ option)
No One-Click Color formatting controls anymore, all Color formatting controls are combos and require 2 clicks (A good UI should minimize your clicks)
So how could have Microsoft avoided all the Usability flaws? Alan Cooper, the Father of Visual Basic, the authority in Interaction design, wrote a wonderful book About Face, full of easy to apply and practical UI Design principles that would have avoided the 2007 UI annoyance:
My favorite one: “No matter how cool you interface is, less of it would be better”. This one would have avoided the plethora of nonsense 3D options and Surface Special effects.
The Chart Formatting dialog boxes looks as if the programmers hammered the UI together at the very last minute without the involvement of any UI designer; and I really think that is what happened. Approaching the deadline MS left out an important step in software design - the UI design - and left that to the programmers. And they did what programmers usually do: cluttered the UI and tabs with lots of options, not knowing how users format charts. A programmer only sees all the features and functions he worked so hard for. All are equally important from the programmers perspective
Posted August 29th, 2008 by Andreas under UI Design.
Comments: 2
Comments
Comment from Jon Peltier
Time: August 29, 2008, 4:36 am
Not only are formatting options not on the first tab, but they are spread among a ridiculous number of tabs. Office 2003’s Patterns Tab of the Format Series dialog in Excel 2007 is now spread out among SIX TABS: four for marker attributes and two for line attributes. I understand that there are many more attributes available to us now, great new trash like glows and shadows and bevels. In 2003, any special fill effects were consigned to child dialogs only when you wanted them (e.g., the Area Fill Effects subdialog that handles gradients, patterns, picture fills, and the like). Excel 2007 promotes such junky effects to the status of full-fledged tabs.
In addition, in a lot of cases, less effective controls have been used. For axis formatting, the familiar option buttons that provide choices for tick marks and tick labels, which show all options at once, have been replaced by dropdowns which show only the selected item until you expend a mouse click to expand the list.
The dialog interactivity is poorly implemented. In 2003 when you clicked on the checkbox next to an axis scale entry box, the entry box was activated and the contents were selected, so you could edit with an effective one or two clicks. Or you could click directly on the entry box even if the scale was set for automatic, and edit the scale parameter. In 2007 the box is disabled until you’ve checked the “Fixed” box, and after checking the box you must then click on the entry and select the value to enter a new value. I feel the mouse click odometer spinning like crazy.
I agree with Andreas’ impression that the dialogs were constructed at the last moment out of pipe cleaners and chewing gum. In addition to the excessive tabs and ineffective controls and interactivity, many of the layouts are unnatural, taking up excess space and placing objects in strange locations.
The decision to make the dialogs modeless must have seemed like a wonderful idea at the time, for someone who’s never used them in battle. As a final indignity to the users of this interface, the non-modal nature of the dialogs means that the trusty F4 Repeat Last Action shortcut key, which in Excel 2003 repeated all formatting activity since the dialog was opened, now at best repeats only the last single formatting action. The F4 key, which could save dozens of keystrokes with each click, has been hobbled, incapacitated by a poor sequence of design decisions.
As I keep saying, even if you know where the controls have been relocated to, it takes so much more time and effort to implement them.
Comment from Sam Benson
Time: October 1, 2008, 8:14 pm
I too am finding the UI interface in Excel 2007.
Being highly proficent in Excel 2003, the lack of the ‘old’ menu structure and keyboard interface makes navigation tiresome. I used to be able to go Alt-F,V for print preview (gone) and a few others.
Yes I know it retains the old keyboard shortcuts but you can see what you are doing (or remember what is was)
Further frustrating me is that the data import stuff has been overly complicated as I used to be able edit queries a great deal more easily then I can now (and when you don’t want to import 50000 rows just 100 ) this is a great irritant.
At the end of day, the additional power and size is probably welcome (though if I ever need more than about 1000 columns I have a problem). The loss of productive screen space (the Ribbon is huge), the change in where things are located and how to do things makes the learning curve steep and frustrating for long time users.
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