Transitioning to the New User Experience

[Fwolf]

Anaplan provides a user with endless ways to build out a planning platform across a multitude of use cases. This also provides our model builders with the opportunity to get creative with how to build dashboards.

在Anaplan中实施了各种用例并构建了许多仪表板以支持它们之后，我退后一步，审查了所有这些仪表板。我将其归结为每个仪表板中发生的活动，并创建了通常在计划应用程序中构建的不同类型的仪表板的列表。下面，我列出了不同类型的仪表板以及如何使用Anaplan的新用户体验平台重新设计它们的想法。

新用户体验的目标之一是最终将所有现有仪表板和新的仪表板过渡到它。尽管Anaplan仍在开发此平台，但暂时有些事情在经典Anaplan中仍然会更容易，更直观。随着Anaplan继续在新的用户体验中构建新功能和功能，我们将更新此页面，以突出显示在新的用户体验中可以构建特定类型的仪表板。

输入和动作仪表板

其中大多数将属于新UX中的工作表页面类别。在下面，我们将讨论如何最好地使用新的用户体验功能来设计它们。

仪表板的类型	推荐方法
自上而下的预测 在层次结构的最高级别设置目标，审查结果并覆盖层次结构的级别	Worksheet Page：选择自上而下的预测作为页面的主要网格的主要网格。使用相关内容允许用户走下层次结构的级别。 另一个选项是为层次结构的每个级别创建一个工作表页面，并通过侧栏导航将页面链接在一起。 笔记：使用层次结构与层次结构过滤器同步沿层次结构走去
Bottom level planning (for specific items) （即新产品或表现最好的产品等）。最有可能由某种过滤器驱动	Worksheet Page：选择输入数据作为主网格页面的主要网格。在上下文面板中使用网格卡以显示产品属性和过滤器 对于基于驾驶员的计划，您可以选择主要网格作为驱动程序的结果，并在其中选择驱动程序作为相关内容的网格。
将新项目添加到列表中，并为新列表项目输入相关数据	Worksheet Page: use actions to add a new member. Then use the primary grid to fill out the details of the new member that has been added. 表单页- (Coming soon!!) - the new UX will include Forms for inputting data when adding new members.
Scenario planning Need the ability to add a new scenario, copy from existing or start with a blank scenario, input values	Worksheet Page: Use actions to add a new scenario. Then use the primary grid to provide a name for the scenario and any additional details. Link to pages to perform scenario planning using the context panel.
类似Excel的输入页 输入多行，然后运行上传操作。这将包括导出模板，导入模板，运行动作，清晰表单的操作	Worksheet Page: Use actions for export template, import template, run action, clear form. The primary grid will show the Excel-like input page. 笔记: This may need to be done in classic UX if users are copy/pasting from Excel until copy/paste is available.
查看大数据集（基本数据） Review transactional data	Worksheet Page莫:选择事务数据dule as the main grid page. Use cards in the context panel to show user-based filters.
Input commentary on Module Data	Worksheet Page：选择要评论的模块作为主网格页面。让用户选择一条线并使用网格cardin the side bar or separate view of the same module in the related views to input commentary.

工作流仪表板

Integration with Anaplan's workflow functionality is coming soon to the new User Experience. Until this is fully integrated we recommend the following approach:

仪表板的类型	推荐方法
批准仪表板	Worksheet Page：使用主要网格显示批准状态。使用相关内容显示被批准的项目的值。 董事会页面：Set up grid cards to show approval status and values of items being approved. Use a KPI card to enter commentary for specific approval lines
锁定或快照数据	Worksheet Page: Use the primary grid to choose versions or scenarios to snapshot or lock. Use actions for running the lock process. Related grids or context panel can be used to show high-level view of data that will be copied. 董事会页面：Use grid cards to choose versions or scenarios to snapshot or lock. Use action cards to run the lock process. 可以添加其他网格卡或图形以显示复制的数据。
Menu or Task list Dashboards 包括指示和信息何时导航到其他仪表板	董事会页面：使用文本框并使用文本框的标题链接到其他板或工作表页面。 笔记：不会有特定角色的着陆仪表板

Reporting, KPI, Executive Summary Dashboards

Most reporting dashboards should naturally migrate to Board Pages as they are meant for reporting.

尽管通常将工作表页面分类用于行动驱动的工作和用户输入，但没有什么可以阻止您将其用于报告目的。工作表页面也对报告也非常有帮助，尤其是在报告是大量数据网格或最终用户需要输入将驱动报告中值的字段的情况下。

仪表板的类型	推荐方法
Executive Summary Dashboard	董事会页面：根据要显示的数据，使用KPI卡，图表和表的组合。
差异报告	T他的仪表板可以在董事会和工作中建造EET变化： 董事会页面：使用董事会页面显示高级差异报告。可以用表显示差异和图形以伴随它的板子设置。使用KPI卡显示高级总数。 WorksheetPage：如果您打算显示一个主要网格并希望电网占据整个屏幕。 If users are selecting what to compare for version 1 and version 2 or a MTD / YTD view use a card on the sidebar. The side bar can also be used to show trends or other graphical views of the variance View Designer (Coming soon!!):will allow a user to add a calculation (line item) on top of an existing table view. In this case they could add in a variance column when they need it.
顶级X报告（即前10名表演者或前10名产品）	董事会页面：根据要显示的数据，使用KPI卡，图表和表的组合。
Multiple module reports / graphs	董事会页面：根据要显示的数据，使用KPI卡，图表和表的组合。
Data Validation	工作表页面：Use primary grid to show the full data set. Use cards in the context panel to show user-based filters. Use related content to show additional modules with data validation (ie. record counts, summary values by month, specific filtered views to show missing data, etc.).
临时报告	View Designer (Coming soon!!):will allow a user to add in ad-hoc calculations.

管理和维护仪表板

Administrative dashboards do not fall into a natural category within the new user experience and depending on what the dashboard is used for it could work in both Board and Worksheet pages.

仪表板的类型	推荐方法
数据导入，映射和验证	董事会页面：Add grid cards for data validation and action cards for imports 工作表页面：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 through running actions or manual adjustment	This will remain in Classic UX until actions are available and lists can be published onto dashboards.
文档	董事会页面：使用文本卡以及有关如何使用该应用程序的详细信息和指示。使用从文本卡标题到其他工作表和董事会页面进行导航的链接。Use KPI cards to show number of. 笔记: Help tool tips are coming soon.
Landing Dashboards	董事会页面：使用文本卡以及有关如何使用该应用程序的详细信息和指示。使用从文本卡标题到其他工作表和董事会页面进行导航的链接。 笔记：目前没有特定角色的着陆仪表板。使用仪表板名称将其识别为登陆仪表板。 Use classic Anaplan for the ability to use list properties to open different dashboards (currently you will not be able to link navigation of dashboards from classic and the new user experience with any actions).

[andrewtye]

Nice overview. Think that it's 50/50 on the high-level forecasting between sheet and boards. Now that boards are editable if you're inputting in full-year numbers or adjustments and want to see the impact with graphs would lean towards there for that. Then move into the sheet for the lower level adjustments...

[david.savarin]

Are there any hints as to when theIntegration with Anaplan's workflow functionality will be available in new ux ?

We have use of new ux which is very good but it is a bit annoying for user to have to switch to classic ui to manage data completion lock and / or unlocking data.

[vazqulu1]

Thanks for compiling the information and providing the table.

推荐方法的某些屏幕截图也将有所帮助。