We’ve improved the workflow for creating Projects and Analyses, many requested changes are now live! We’ve also updated the home screen that shows all Projects.

Site Home

new-site-home

What has changed? We’ve updated the layout of Projects on the home screen.

  • We removed some unnecessary information and added the date created and total data units used for each Project.

  • Latest News has been removed. We’ll explore a more appropriate way of showing product updates in-app in the future.

  • You can now search your projects. You can also sort your projects by most recently created or alphabetical order.

  • The Create project button is now the only blue thing on the page, making it a more prominent button.

  • You can rename your projects from this screen. Just hover over a project and click the dot menu.

What does it mean for you? Searching projects should make finding older projects much easier. Otherwise, the changes on this screen are designed to loosen up the page from being so cramped and help scan your list of Projects easier. Having the Create Project button more prominent will help new users find where to go, too.

Create Project

create-new-project

What has changed? Create Project has a whole new look, with a more efficient order of steps, and a huge number of quality of life improvements.

  • The order of the steps has changed slightly. The data uploading steps have been moved to be the first step, and naming your Project and choosing language comes last. This means you’ll find out earlier in the process if your data doesn’t upload properly, you realise it needed cleaning, or that you didn’t have enough Data Units.

  • A new onboarding tutorial on how to best format your data will appear. It will only appear once, but you can bring it up again by clicking the “best practice checklist” at the data upload step.

  • Whenever you upload data, we automatically run some checks to see if the data is appropriately formatted. Any problems will be shown, but these warnings won’t restrict you from proceeding with creating the Project.

  • You can now upload another file without exiting the current Project creation.

  • Project Schema step has had a visual overhaul. The layout will now resemble something similar to Excel or Tableau, with your spreadsheet underneath the data type selectors. You can now preview 50 rows in the Schema table, and it will tell you the number of total rows in the data.

  • Project descriptions have been removed. There was not much use for descriptions since users were just naming the Project descriptively anyway. We’ll keep our ears out for feedback on this change.

What does it mean for you? The features regarding data formatting should help flag any errors before spending Data Units on the Project. Creating Projects as a whole should feel much less of a pain when something minor goes wrong. The Schema redesign should be a noticeable improvement and be much clearer to users who may not know what to do.

Project Overview

new-project-overview

Before (top). New (bottom)

What has changed? Some slight adjustments have been made for the Projects Overview page. Overall, we’ve implemented some features to make it more obvious what to do and when you can do them. You can now also sort analyses and data files.

What does it mean for you? The Project overview page is more or less the same, but with visual improvements and better ‘guiding’ of what to do.

Run Analysis

run-analysis

What has changed? Some features have been implemented into the Run Analysis workflow, with more to come in the near future:

  • Run Analysis is now split into a three step process to accommodate new functionality and features.

  • You can now exclude segments from the analysis. Any records that match the excluded segments will be completely removed from the analysis. For example, you can exclude all but one customer segment in order to create a storyboard for that segment. These exclusions will be applied to all analyses if you create multiple analyses at once.

  • The selected text fields will be shown under the Analysis Title to help name your analysis appropriately.

What does it mean for you? These features aim to streamline many common workflows you might already be doing when creating your analyses, and give much more control over the analysis creation in general.

Final Notes

This is a big overhaul to a key part of the Kapiche product, and there’s some new things being worked on that will come in a later update. As always, let us know your thoughts and feedback!

Product Update