NEW UX: Pivot

NEW UX: Pivot

An important feature missing in New UX is user-friendly pivoting. Here are key problems:

  1. Pivoting (by non-admin user) is possible only in a saved copy of a page
  2. Even in a personal copy it requires from user a number of non-intuitive steps. For example in Boards:
    1. Click Edit this page
    2. Click Edit this card
    3. Click Back
    4. Select a custom view (usage of pre-defined Module views as starting point is not allowed!)
    5. Configure the required view from the very beginning

All this discourage users from using New UX. I tnink pivoting in New UX must be available by simple clicking an icon / menu option, as in classic UX.

18 Comments
Community Manager
 
Status changed to: Your support is needed
Certified Master Anaplanner

Agree, this is really critical to allow new UX to substitute old one. 

Regular Contributor
 
Status changed to: Under Investigation
Occasional Contributor

Bump

 

New Contributor

I agree: New UX would really benefit from this.

Thanks

Certified Master Anaplanner

I think this idea makes total sense. 

An intuitive drag and drop approach, similar to other tools/competitors would be very nice. 

Certified Master Anaplanner

We are currently working on the end user ability to pivot a worksheet.

Occasional Contributor

Totally agree.

Group Leader - Employee

Highly appreciated!

Regular Contributor
 
Status changed to: On Roadmap
Super Contributor

End user pivot has now been released on Worksheets.

Status changed to: Delivered
Certified Master Anaplanner

Is there a plan to deliver the same for Boards?

Occasional Contributor

Are you planning to make available pivoting for grids in Additional Insights? And Pivoting for main grids made based on Saved View is unavailable now, is it in plans to make it in future? Thanks!:) 

Certified Master Anaplanner

We are planning on adding pivot to maximised cards on Boards. We have no plans to support end user pivot on saved module views, you will need to use a custom view if you want to allow end users to perform a pivot on the page.

Occasional Contributor

We would like to use custom views, the only restriction now is ability to filter on rows in them. We are workarounding to make filters by applying them in saved module views but then face a problem of users not able to pivot. 

Super Contributor

Hi @sprender,

exactly same issue as indicated by @YuliaL. We would prefer to use custom views much more, but this is often not possible... Not only because we cannot filter on nested dimension with line items, but also because we cannot reorder line items, cannot select line items to show and pivot the view while preparing the view to be published, as it used to be... Are there any plans to tackle these challenges? 

Not using Saved Views, we are able to leverage the NUX completely and take advantage of pivoting, new great options for conditional formatting etc.

 

https://community.anaplan.com/t5/Idea-Exchange/NUX-Filtering-on-axis-with-nested-dimensions-containi...

https://community.anaplan.com/t5/Idea-Exchange/NUX-Select-Items-or-Levels-and-Pivot/idi-p/73443

 

Certified Master Anaplanner

Hi @filip.sypniewski ,

 

Yes the plan is to tackle these challenges so custom views are more in line with what you can do with saved module views today. In the next few months we will be adding filtering on line items followed by re-ordering line items in the view designer. While we continue the work on our roadmap to deliver these features you can use saved module view but we understand the user experience will be much better when everything can be done using custom views in the UX which is what we are working towards.

Super Contributor

Thank you very much @sprender, great to hear! 

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