[UX Tips and Tricks] - Boards vs Worksheets, that is the question!

As you are embarking on the UX journey, you may ask yourself: When should I use a Board? When should I use a Worksheet?

This article is here to help you make the best decision!

High-Level View

Board:

The Board page is used for data visualization and editing in a highly polished way.

We recommend using it for:

  • KPI review 
  • Graphical, visual reporting 
  • Viewing data 
  • Reviewing related data from multiple modules 
  • Call-outs of specific metrics
  • Landing pages

We do not recommend using it for:

  • Reviewing large data sets 
  • Editing large data sets 
  • Inputting multiple rows of data 

If you are in this scenario, have a look at Worksheets.

Worksheets:

Though not recommended for reporting, Worksheets are best used to highlight a specific data set where an end user can edit data and complete planning activities with insights on supporting information.

We recommend using for:

  • Entering or editing data   
  • Reviewing large, detailed, data sets 
  • Filtering large data sets 
  • Running actions on data sets 

We also highly encourage you to leverage the Insights Panel functionality - this is giving users extra information and context; they can access cards for details about their data and use the quick links to navigate between Pages.

Let's Deep Dive

Objectives Recommended Page Type

Executive Summary

Board Page: Use a combination of KPI Cards, Charts, and Tables depending on what data you want to show.

Variance Reporting

Could be built in both board and worksheet variations:

Board Page: Use a board page to show high-level variance reporting. 

Boards could be set up with both the table showing the variance and a graph to accompany it.

Use KPI card to show high-level totals.

Worksheet Page: Use a worksheet if you intend to show one primary grid and want the grid to take up the whole screen.

If users are selecting what to compare for version 1 and version 2 view, use a card on the insight panel.

The insight panel can also be used to show trends or other graphical views of the variance.

Data Import, Map, and Validate

Board Page: Add grid cards for data validation and action cards for imports. 

Worksheet Page: If this is a large set of data and any additional input is needed from the end users, this will be better suited to a worksheet page. 

Hierarchy Maintenance

Updating lists

We recommend maintaining hierarchies through modules and actions rather than directly in lists, which can be done in the New UX (through Forms) as well as using import actions created in Classic and surfaced in the New UX using an action button.

Documentation

Board Page: Use text cards with details and directions on how to use the application.

Use links from text card titles to other worksheet and board pages for navigation.

In Summary

End-User Objective

Board 

Worksheet

Provide executive summary

X

 

Provide variance reporting

Execute data import /map/ validate

Execute hierarchy maintenance

X

X

Create documentation

X

 

Review high-level KPIs

X

Insights Panel 

Review high-level data

Insights Panel 

See advanced formatting or charts

X

 

Compare data from multiple modules

X

X

Review detailed data

 

X

Edit large data sets

 

X

Filter large data sets

 

X

Drill down to detailed data

 

X

Pivot data

 

X

Change grid size

X

X

Use forms and actions

X

X

Switch between different grids on a page

 

X

 

Are you Team Board or Team Worksheet?

Let us know your thoughts in the comments below!

0 Kudos
About the Author
Labels (1)