UX Improvements for "Getting Started" Onboarding

[magorlick]

Issue When users have only uploaded sources they see the getting started screen. We want to make this screen clear and actionable. We do not want to present a wall of text that feels user-hostile.

Importance Getting started is the first screen most users will see when they start the application. It is an opportunity to let users know what to expect and what first actions will get them on the path to success.

Definition of Done The most recently imported source should surface the appropriate CTA to get them to the next step. Only 1 CTA should be shown at a time. We can present the CTA in the associated cell, but should consider how we want to reduce the amount of text on this surface. One location at the bottom would work if we dramatically reduce the explicit instruction we provide here.

• If there is a time series and a DIMENSION, show a “Quick Dashboard for <Title Case Sanitized Source>” CTA. The button takes you to a new dashboard. The quick start assets have automatically been generated for model and metrics that support this dashboard.
• If they are missing a time series, show “Create a time series” CTA under “transform your source ”. The link takes you to a new quick start asset for models.
• If they are missing a time series, show “Create a dimension” CTA under “transform your source”. The link takes you to a new quick start asset for models.
• If they are missing a time series, show “Create a time series and dimension” CTA under “transform your source”. The link takes you to a new quick start asset for models.

Make the CTA a primary CTA (dark).

• The CTA should draw the user's eye with contrast.

Copy

Update copy for model to indicate that you need a time series to create dashboards. Reduce the amount of text to be clear and concise. First draft of now copy here:

Import your data source

Add to your sources by clicking on the + icon, or by dragging a csv or parquet file to this window.

Transform your source

Build intuition about your sources and use SQL to transform them into an analytics-ready resource.

Define your metrics

Define a time series, aggregate measures, and break out dimensions to support exploration of transformed data.

Explore your dashboard

Interactively explore line charts and leaderboards to uncover insights.