Interactive Charting
UX, IA, Wireframes

The Overview

Interactive Charting is one of FactSet's main charting applications within a 400+ application workstation provided on a subscription basis to financial professionals. This application has capabilities of charting different groups of data that assists users in analyzing information across a range of companies as part of a larger report. Interactive Charting has been undergoing a redesign and as an interaction designer I was responsible for part of this project.

chart image

The Problem

Interactive Charting has already been through a big redesign in the past, but it was looking for another update to its interface. While already redesigned, Interactive Charting needed to be structured around established patterns and standards in order to maintain functional consistency across all applications.

Information Architecture

I was responsible for part of the redesign which included restructuring right-click menu options within the application. This included what features belong to which object on a certain level of a chart, which features are shared across other objects and levels, and which features are common, unspecific menu options. Organizing this information and these features into their proper buckets helped design a more efficient right-click menu.

formatter information architecture

Process Flow Diagrams

Another part of the redesign that I was responsible for was rethinking the functionality and workflow of annotations on a chart. Annotations are labels that provide more information or detailed information for certain data points on a chart, which provides the user with the ability to more deeply analyze the data being provided by the chart. I created process workflows for the current functionality and proposed some new workflows to be included in the overall application redesign.

formatter information architecture

The Wireframes

Being given some background information on other aspects of the redesign, I proposed some wireframes for the application interface. These wireframes were for design exploration, brainstorming, collaboration, and concept building. They were not used for the final redesign.

formatter information architecture
formatter information architecture