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.
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.