Allow the Page Builder to specify some "key" dashboard in a top header bar

REQUEST: allow the Page Builder to specify some “key” dashboards. They would sit, like a header, at the top of every page.
Perhaps these could be set by role? Or at the category level?

image (7).png

Comments

erik.bangsund

If we use Categories I could even see this as a better way to expose the main steps in a process:

PB selects a few Categories and sets a checkmark on them, denoting that they should show up in the header bar
PB can select or provide icons for each category
From within each Category the PB can select specific dashboards that they want associated with this header bar icon
1. If there is only one dashboard selected (could be the key/home dashboard for that category) then a click on the icon takes them to the DB directly.
2. If the PB selects multiple dashboards then a click on the icon shows a drop-down menu with just those selected dashboards

This would have the benefits of:

Grouping dashboards for specific process loops (but still allowing a category to have other dashboards)
Giving an at-a-glance view of the various business processes the User can/must do
Might allow for progress to be shown (perhaps the colors of the icons could have conditional formatting? Or use DCA (can't start that process until...)

erik.bangsund

Another direction: allow the PB to "create" these Icon Groups, separate from Categories.

This would allow the PB to develop a set of dashboards to accomplish a business process, regardless of category.

Quick Links

New ideas

Additional Insight Card Open Link not working in Dashboard
Cannot click on the title to open the Card, but in a normal worksheet, I can click on the title to open the card in the bottom window. In Dashboard, additional insight user has to click on the box icon on the left of the title, which is different from a normal worksheet. Please standardize the user experience if possible.
Chart Signage
In some cases, we want to reverse the signage of the chart so that if we have costs increasing in P&L, we want the chart to go up rather than down. Creating additional modules for this with the signage flipped creates additional overhead and space for these one off dashboards. It would be good if we could either change the…
Sandbox & Extended Learning Resources for learners
As Anaplan continues to evolve with advanced capabilities especially with recent AI driven innovations like CoModeler, Agent Studio and planning agents there is a strong opportunity to further enhance the learner ecosystem alongside the platform's innovations. One idea would be to introduce sandbox environment, along with…