Show and Hide Selections: why use them?
When building out your apps and pages in the UX, there are often instances where you want to hone in on a specific set of data. With Show and Hide selections you can surface or remove particular rows and columns from view, providing end-users with a faster route to the insights they need. Using Show and Hide selections to create a simplified view of your data removes the need for additional end-user Show, Hide, and Filters to achieve the same view. It also removes complexity by providing the ability to hide line items with interim calculations from view.
Page builders can produce their view of choice in the UX with ease and efficiency via the right-click action in view-designer. A new context menu is displayed that allows you to show different groupings of items within nested dimensions, such as different line items under cost centers or different products within regions, as well as the choice to Show/ Hide data in non-nested grids. We’ve also added the ability to re-order items based on the sequence they were selected.
All selections are supported across every UX page for Grid, Chart, and Table cards. These work exclusively on custom views and are not persisted after pivoting. They're set up by Page Builders in the view-designer and published to a page for End User consumption.
Context menu options
There are several options available to you in the new context menu, each with different end results. Depending on the data you’ve selected, the following options are available:
Hide and Hide Selected, removes your chosen column or row from view. You can hide multiple columns or rows at a time.
Hide Every Occurrence, removes all instances of a column or row. For example, you might have a module that contains line items for Revenue and Cost of Sales in every country your company operates. You can choose to hide every Revenue column for each country, from your module.
Show and Show Selected displays only your chosen column or row.
Show Selected (with re-order) and Show Every Occurrence, displays your selected items in the sequence of your selection. This gives you the ability to re-order while arranging your view of choice.
Select items to show, allows you to choose multiple columns or rows to display in your module or classic dashboard.
Show all columns and Show all rows resets the module to show all columns or rows that you've hidden.
The important point to remember when choosing the correct option is; applying a Hide will allow new data to be shown while applying a Show will not display newly added data to your view.
Custom view functionality
The custom view functionality within view-designer enables you to design a new view for use in your pages. When displaying or removing data from a view via selections, there are several impacts to the view-designer functionality as a result. When you apply any Hide or Show different groupings of items within nested dimensions:
The Show/Hide pane is disabled for the inner nested dimension.
The Sort pane is disabled for the inner nested dimension.
A warning message will be shown in both panes with 2 pathways of action:
The Reset button in the bottom left will reset all selections applied to the selected dimension. This will enable both the Show/Hide and Sort functionality for the selected dimension.
A new Reset all columns/ rows button underneath the warning message will reset all selections on the axis of the selected dimension. This will enable both the Show/Hide and Sort functionality for all dimensions on both axis'.
End Users have the ability to customize their display of a grid in the UX using the Show/Hide functionality in the icon bar of a card. When you apply any Hide or Show different groupings of items within nested dimensions, the Show/ Hide feature for End Users is disabled. This eliminates end users' ability to unhide data that the Page Builder has removed from the view.
A warning message will be shown to The Page Builder in the bottom right of the view-designer to make them aware before proceeding.
Are you ready to 'show' your skills in the UX (pun intended)?
Got feedback on this content? Let us know in the comments below.
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Hi - please could I request a little more info on this request.
Do you envisage assigning the names of these saved view groups/ collections (eg. budget, forecast) in this new folder system during the build process? Or having these created from the Functional Area given to the original module of a saved view?
Additional, please could you let me know what use case this type of saved view groupings/ collections would be useful for? Eg. for use of saved views in the UX, in actions, in exports etc. And whether different groupings/ collections would be useful for different use cases?
Thanks in advanced,
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Hi - please could I ask for a bit more information on this.
It would be great to understand the use case a little more - are you trying to manage saved views in the UX or from the model? When you say "manage", what tasks are involved? And what would a well managed set of views look like to you?
Thanks in advanced
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Hi - please could I ask for a bit more information on this request. What about End User views would you like to manage - the ability to see, use or edit a view in the UX? And what is the use case of the particular issue?
Would be great to hear a bit more,
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Hi again Beata,
Ah I thought the initial problem you were experiencing was in report pages, this makes a lot more sense now I understand the behaviour is in boards. For this issue, you're correct, font style (bold, italic, alignment etc.) settings added to the model will pull through to the NUX on Grid and Presentation table cards. As for the reason why they’re pulling through differently on different pages, I’ll have to look into it and get back to you - if you have any screen shots on the specific, please ping over.
It is on our long term roadmap to develop additional format and style functionality for the Grid cards on boards and workshops. This'll allow users to highlight specific rows and columns like you mentioned in your initial post.
Finally, in terms of the number of configuration settings in reports, the Line item summaries option has a max. of 7 and the Time summaries has a max. of 9. However, we are looking to develop specific row and column styling this year that would increase this. In the meantime, if you are looking for a max. of 8 different column styles you could combine the 7 different styles from the Line item summaries option with an additional column formatted using the Data configuration settings within the Headers and data option (this line would just need to have no summary style setting in the model to distinguish it).
I hope I've answered all your questions and queries, but let me know if not.
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Hi - I was wondering if you could help me understand the problem here: " I can only change the style (e.g. italics, bold) of line items when they are placed under rows"
Are you hitting this problem in the Presentation table of a report page in the NUX? If so, the navigation panel on the far right contains some additional style and format options that were recently released. With these, you should be able to change the style (both text format and cell background) of specific rows and columns...
Headers and data = gives you the ability to format the row or column label headers, as well as the data cells,
Line item summaries = gives you the ability to format line items (on either the rows or columns) based on the summary style set for each one in the underlying model,
Time summaries = gives you the ability to format of time summaries (on either the rows or columns) based on distinct periods of time.
I've attached a photo below, let me know if this helps at all - otherwise, I'll continue to look into with you
(Associate Product Manager at Anaplan)
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