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Product DesignData ApplicationsSelf-serve Analytics

Dynamic Field Picker

Letting end users self-serve metrics inside a chart — instead of cloning a dashboard for every new question.

Role
Lead Designer
Timeline
Apr – Jun 2025
Team
AI Foundations / Data Intelligence

300+

Dashboards activated in 2 months

50%+

Efficiency gain for analyst users

The Problem

In most analytics dashboards, each chart is hard-coded to a single metric — revenue, say. That rigidity forces everyone downstream to depend on the dashboard owner whenever they want to look at something slightly different.

The result is a quiet tax on the whole org. Analysts end up creating and maintaining countless near-identical dashboards and charts just to satisfy different stakeholders asking variations of the same question. Duplicated work, slow decisions, and a backlog of one-off requests that never ends.

The Solution

The Dynamic Field Picker lets dashboard builders define configurable metric parameters — so end users can switch the metric on a chart themselves, directly in view mode, without touching the underlying dashboard.

The work was in making that power feel safe and obvious rather than overwhelming:

  • A clear widget selection and configuration flow for builders, so defining what's swappable takes seconds.
  • A lightweight in-chart control for end users to apply a dynamic field without leaving the dashboard.
  • A separate, denser path for power users to upgrade existing charts with dynamic fields — progressive disclosure, so the simple case stays simple and the advanced case stays possible.

The Impact

The feature removed the bottleneck. Instead of filing a request and waiting on the dashboard owner, end users could answer their own follow-up questions in the moment — and analysts stopped maintaining the long tail of duplicate dashboards.

  • 300+ dashboards activated the feature within two months of launch.
  • 50%+ efficiency gain for analyst users, through ticket reduction and the removal of duplicated work.

"A life saver… thank you for this powerful feature!" — Power user

Selected screens available to walk through in conversation (work is under NDA).

Want the full walkthrough — process, screens, decisions?

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