Today's release introduces several much anticipated features:
Field cards:Publish a line item or multiple line items as fields on a Board or Worksheet
Forms: List subset support:Use a Form to add a List Subset
Waterfall charts:Visualize your data in a Waterfall chart
Page builders can now use a field card to select one or more line items to publish to a page.
You can use a field card to focus the attention of users on a selected line items. If the line item is editable, users can edit thedata and see their changes reflected throughout the app, and any other app that is linked to the same model.
When users edit a field, the dataupdates, in real time, anywherethe value displays or is used in a calculation. Any charts that rely on the data are updated, and where the change affects conditional formatting, this updates, too. Decision making for your business is more informed as the implications for the change are visible.
Use a field card to drive change on a board
On the board in this example, the grid displays the target revenue by region (Target), the current planned revenue for each region (Plan), and the percentage difference between the two (Delta). A field card displays the line itemThreshold. This line item allows users to set a percentage threshold thatDeltashould meet. Conditional formatting is applied to theDeltacolumn, so that when the threshold for a region is not met, theDeltacell for that region is highlighted in red.
For example, if we change the threshold from 20% to 30%, the cells for the Delta values for EMEA and APAC change to red as Delta is not meeting the threshold for these regions.
Use a field card to drive change on a worksheet
In this worksheet, a grid displays the gross margin for the previous year (Prior Year), the increase target for the current year in dollars (Initial Target), and percentage increase (Initial Target %). These are each broken down by geographic region:USA,EMEA, andAPAC. A field card displays the line itemGM Target %, which allows you to set the target for gross margin increase.
When you change the GM Target % value from 10% to 20% the related values in the grid update. For example, EMEA's target increase changes from $7,751,208 to $15,502,415.
Work with field cards
To create a field card, simply:
Drag the field card on to a board or worksheet.
Select the module and line items you want to display.