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This is part psychology, part UX, part Marketing. Our friend above already provided good starting points around Social Theory and Activity Theory. Besides, this academic paper about "Identifying the Optimal Number of Claims in Persuasion Settings" is a great read. Regarding UX, I did my fair bit of research last year while working with a few startups ...


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Sharing, inviting and suggesting are all social activities so I'd would start with broad strokes from Social Theory and Activity Theory. In addition you could check studies on marketing and how / why people suggest products to each other (word-of-mouth is known to have an effect on how people review the product, for example). There is one Finnish article ...


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Tables and visual noise Based on the example you shared ( Employees/ Location/Salaries) I would say you should move away from the table format which are quite difficult to manipulate and add too much visual noise. Luke Wroblewski wrote this interesting piece about reducing visual noise in tables: The problem is that excessive visual noise and ...


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Your question is not which A or B is better, but: What end user does with provided data and how use it (broder context)? Data is a source for decisions, so you need to know if end user needs to: find a single row to spot an anomaly or analyse particular part (add filters) recognize a pattern or min/max value (add sorting) analyse whole set or local ...


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Exporting data can be more time consuming Ultimately it depends on how your users feel about it but exporting data requires users to think more and can add friction to their work flow. If I could only choose one option or the other I would go with option 1, however, export to Excel sounds like a very useful function so consider the following example. Show ...


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If you are filtering the data 'Date, year and month' wise then you don't need to do anything. Show the user data upfront and let user export it.


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I'm of the mind that you've answered your own question, with a couple of caveats. You have two examples, so effectively you have your own A/B test. If you are already talking to end users and consumers of this data and have garnered their opinion, after you have explained why you believe the second example is better (quick scan overview, simple to download, ...


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Combo questions... what fun! Question 1: Is there a standard for loading data? Load on demand per section or all together? This is a "it depends" type of question. The rule of thumb I'd use is to load enough data to be useful for the user but no more. More data can be useful, but it does mean a longer loading time. So, the question to ask: As a user, ...



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