Please let me know if this is not the right stackexchange site for this question...any suggestions where this should be posted would be greatly appreciated!
I'm looking to create a table that is elegant (visually intuitive), logical and comprehensive. The table typically presents multiple values with the same column and same row.
https://docs.google.com/spreadsheets/d/1Rfc6vopO1pNv1BX6eS5X6ergBzX4HnSnj9B2P2tu0ZA/edit?usp=sharing
At the moment, the table can seem a bit confusing with multiple headings in the colums/rows due to the multi-data nature of it. It's not meant to be interactive so I cannot hide rows/columns or headings. And I'm assuming a table is the best way to organise this data.
The goal in this case is to uncover where the client competes across segments and where it stands with market share. Several different data figures need need to be compared viewable simultaneously.
Currently, multi-value columns and multi-value rows seem best positioned to solve this (unless you can advise otherwise). For this example I have a sextet of data (triple value row and double value column, 2 x 3 = 6, ie. sextet):
segment's triplet of (1) absolute figure, (2) segment percentage and (3) competitor percentage for each row
vs
competitor's duet of (1) sales volume and (2) sales revenue for each column
Likely another two tables like this would be needed for past growth figures and percentages and future projected growth figures and percentages. Unless you have a way of combining three tables into one table, elegantly.
The above Google Sheets link is an illustrative example (feel free to comment/edit there if it helps). Usually this kind of table might be needed to be created (on the fly by hand) during an interview or during brief preparation for a discussion on the Macro market of a client business. However, I want to create an online spreadsheet version in case of a virtual meeting.
How to organise and communicate the data is more important than the formatting. However, I do agree that formatting can help. So I've tried to be consistent when doing the following:
Color-coding (font and cell background)
Border lines (styles incl.:single, dotted and double)
Font (bold, underlined, capitalised)
Centered numerical figures (besides the ones on the top of the table)
Stackexchange questions that are similar but not the same:
Summarising grouped data in a data table
Displaying multiple levels of hierarchy in a table
Other research I've done (beyond stackexchange):
- The Ultimate Guide to Designing Data Tables https://medium.com/design-with-figma/the-ultimate-guide-to-designing-data-tables-7db29713a85a
- Table UX Best Practices – What Makes a Good Data Table? https://www.uxpin.com/studio/blog/table-ux/
- 14 Excel Formatting Tips (Make Excel BEAUTIFUL!) https://www.youtube.com/watch?app=desktop&v=E6el9uIJphQ
- Five Rules for Designing Tables https://towardsdatascience.com/five-rules-for-designing-tables-a953a16e50f3