Page Selectors & Item Selection
I want to open up a discussion about Page Selectors and Item Selection within Anaplan.
What are peoples thoughts in this area?
Today in Anaplan:
When you login the item selected by default is the first base-level item in the hierarchy. (Login Default)
When you change the item selection, via a page selector or by clicking an item label in a row or column header, it updates the item selected and applies that selection across other items I can see, and to other dashboards that I navigate to (Context Update)
All Components (Grids and Charts) are bound to the Global Context by default when they are created, and a builder can choose to stop individual components syncing to the Global context.
In the future we could change some of this, I have some questions:
Question 1: Should the Main default behavior follow what happens today (First base level item) or would you prefer it defaults to the "Top Level item" (or First member when I sort the hierarchy with Totals at the Top if there is no Top Level Item)
Question 2: If we add additional options that Builders could select for the opening default here are some ideas, please order based on your priority, which would you use most often?
- Builder selects a single item which everyone sees on login (if there was no access then we would use the Main default behavior (see Question 1)
- Builder is able to manually assign a specific item for each user (e.g. Builder could setup which specific Cost Centre the users sees as default when they log in)
- First top level item
- First base level item
- Persist from previous session - The first time a user logs in it uses the Main default behavior, in subsequent sessions when they log in it selects the item they were looking at in their previous session
List of items in a Page selector
Today you can't filter the items shown in a page selector but you can use subsets, or filter the page selectors shown on a module grid.
Question 3: How often do you want to filter the list of items that are shown when you activate a page selector drop down? What % of the time would you want to do this?
Page Selector Location
Question 4: Do you generally add Page selectors to the top of each dashboard?
Question 5: In the current product you can have Selectors on each Grid/Chart. How would you feel if we moved all the selectors up into a Filter pane at the top of the Dashboard, and removed them from the dashboard components?
Question 6: As a builder would you appreciate the ability to add actions or triggers that update other selections when a user makes a selection.
Example 1: If you select a specific Version it automatically knows that you should also be looking at a specific time period - e.g You select the version "Forecast 3+9 2018" and it should trigger a time selection of "April 2018"
Example 2: If you choose a country it automatically selects a different "currency" - assuming there is a link between these two - The Country list has a property that is the Currency for that Country
Example 3: If you select a number list item that represents a combination of a Product & Customer, it automatically syncs to the relevant "Product" and the relevant "Customer"
How useful/not useful would that be, when would you use it?
Thanks for reading. Look forward to hearing your thoughts.
If you have any other suggestions pertinent to this topic please add a reply, interested to hear your ideas.
Product Management, Anaplan