Reselecting Line Items to show in the UX for Boards and Worksheets
- Current build does not allow the user to add/remove items to worksheets that mirrors the functionality in the classic models. If the line item is not included in the worksheet, you can not add a line item that is in the module that is used to create the worksheet.
- We built the dashboards in the classic models with additional metrics that the users can select to pull into their dashboards on demand and also remove metrics to their saved dashboards.
- Anaplan did supply a method of accomplishing this, but the actions are not what our typical user can navigate thru to mirror the functionality.
- This would cause a level of frustration and could lower the adoption of the new UX.
- Anaplan’s suggestion is to:
- Boards-Make use of My Pages for this. If you edit the main grid or card and use View Designer to show/hide (end users can do this for My Pages).
- Worksheets- No work around identified
If anyone in the community has any suggestions, please post here.
Answers
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If you use a worksheet instead of a board you can allow users to select the line items they want.
1 -
If all of the metrics that you want to show vs Hide are Number format, then you can filter the line items by creating a Line Item Subset and having the User select what metrics they want to display.
In this case, I have my data module, which is where the LIS is being created from. I create the LIS, and then simply have a line item dimensionalized by that LIS and potentially user. I am then applying that line item based on the current user as a filter to the data module. As the user selects or deselects metrics it shows and hides them from the data module:
Now I have Deselected 7,8,9,10 and you can see the data module is filtered accordingly:
And one more configuration showing when a user selects several that are not in sequential order:
I might argue this is, even more, user-friendly than having them show/hide things on their own. The obvious call out here is that this is limited to Number formatted lines only.
Hope this helps.
Jason0
