NUX - Allow cards to ignore page context selector filtering/show&hide

luke_e

In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds:

In Classic, you could publish a parent context selector to a dashboard and have tables synchronise with this selector, provided they were part of the hierarchy. The underlying tables could have completely independent 'select levels to show' so you could show detailed or summarised levels.

In NUX, the implementation is different and context selectors only appear if there's a relevant card with the list published.

If the page builder decides to apply filtering/show&hide to the page context selector, all cards with this list in the context selector follow the same filtering, which breaks progressive disclosure and prevents users being able to start with higher level details, before moving to more granular.

How often is this impacting your users?

Constantly.

For boards, requires workarounds using text cards to publish separate selectors which are then used to filter at different levels (really tedious and not great).

For worksheets, requires a similar work around, but only works via the sidebar (as the main grid context selectors cannot adopt this workaround). This issue also blocks us from using worksheets for many outputs.

Who is this impacting?

Everyone.

For model builders, some dashboards simply cannot be built without hacks/workarounds and some aren't usable because it leads to a terrible user experience.

For users, means we can't use worksheets in many cases as default context selectors can't be used, and separate text cards are required in the sidebar.

What would your ideal solution be? How would it add value to your current experience?

Allow cards to synchonise with the page context selectors, however provide an option to ignore context selector filtering/show&hide, where appropriate. Would enable progressive disclosure by allowing users to select a higher level, then see the details in the relevant cards.

To be clear, this is only an issue when the filtered context selector is in the context selector of the card, per below.

Example 1 - with no filtering of context selector

Employees can be reviewed individually within the middle tables, however users don't want to see every employee (sometimes in the thousands) appearing in the page context selector.

Example 2 - with filtering of context selector

Whilst the page context selector now correctly removes employees, it now breaks the middle cards because they're bound by the filter rules, meaning these cards no longer show details at an employee level. Clicking on employees in the top-most table do not work, because this level has been filtered out.

Given we were able to make this work with classic for years and Anaplan advocates progressive disclosure in dashboard build, I would hope this is something that could be implemented.