Making spreadsheets smarter: empowering users to detect errors with explainable AI.

AI-Powered Anomaly Detection in Spreadsheets- Workiva

ROLE

UX Researcher • Interaction Designer

EXPERTISE

User Research · Thematic Analysis · Affinity Mapping · Data Visualization · Human-AI Interaction · Interaction Design · System Explainability · Privacy UX

YEAR

2025

Description

Designing Intuitive AI for Error Detection in Spreadsheets
Workiva challenged us to design a tool that makes AI-powered anomaly detection accessible to non-technical users. Our goal was to improve how everyday spreadsheet users identify errors without overwhelming them.

Project Details
  • Conducted semi-structured interviews with analysts, small business owners, and accountants

  • Mapped user pain points into themes like error visibility, trust in AI, and workflow integration

  • Designed a color-coded, sidebar-integrated anomaly tool with natural language explanations and feedback loops

Process

Research-Led, Trust-Built
Our UX research focused on building explainable and usable AI interactions. We applied thematic analysis to user interviews and shaped features based on cognitive load, workflow fit, and visual clarity.

  • Interviewed 5 users across varying tech backgrounds

  • Used affinity mapping to categorize findings into actionable insights

  • Developed 2 detailed personas and mapped their current vs. ideal user journeys

  • Prioritized explainability, feedback control, and role-based privacy in the design


Solution

Simple, Smart, and Transparent Error Detection
Our interface integrates seamlessly into existing spreadsheet workflows while guiding users with color highlights, smart tooltips, and a side panel of AI-generated insights.


  • One-Click Anomaly Detection via top-bar tool

  • Color-Coded Highlights: Red for critical, yellow for warnings

  • AI Sidebar Panel: Explanation of flagged cells, grouped alerts, and guided next steps

  • Natural Language Feedback: Short insights like “+42% vs. average”

  • Role-Based Visibility: Share alerts with collaborators or keep private

  • Confirm/Reject Feedback Loop: Train the AI to get smarter with every use

Results

Built for Trust, Designed for Real Workflows
User research led to a system that users trust and understand no code required. Our solution made error detection faster, smarter, and more collaborative.

  • Reduced user-reported error identification time by 40% (based on concept testing feedback)

  • All users preferred the “explainable AI” feature over black-box alerts

  • Clear UI and role-based sharing improved cross-team collaboration and trust

  • Judges praised the project for its accessibility, clarity, and research-driven design


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