报告，董事会和工作表 - 使用哪个？

[#1]

• High-level view
• Report
• Board
• Worksheet
• Let's deep dive
• What about other reporting options?
• 总之

[Updated July 2021 with the new Management Reporting feature]

当您开始进行UX旅程时，您可能会问自己：我什么时候应该使用董事会？我什么时候应该使用工作表？而且，我什么时候应该使用报告？

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

High-level view

Report

当需要更静态布局时，使用报告页面focused visuals, narrative and a high-level of standardized information.

我们建议将其用于以下内容：

• 抓住决定-makers attention
• Tailored to executives and managers
• Focus attention on what matters
• 像素完美的视觉效果
• Professional presentations that can beprinted or presented live

We do not recommend it for:

• 数据编辑和输入；报告仅用于演示
• 查看大数据集

Board

The board page is used fordata visualization and editing以一种高度打磨的方式。

我们建议将其用于以下内容：

• KPI review
• 图形，视觉报告
• Viewing data
• 审查来自多个模块的相关数据
• Call-outs of specific metrics
• Landing pages

We do not recommend using it for the following:

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

If you are in this scenario, have a look at the worksheet page.

Worksheet

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

We recommend using for:

• 输入或编辑数据
• Reviewing large, detailed, data sets
• Filtering large data sets
• Running actions on data sets

我们也强烈鼓励您利用Insights Panelfunctionality, which gives 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

Depending on what you want to achieve, here are our recommendations:

目标	Recommended Page Type
执行摘要	报告页面：使用专业报告页面的光滑外观和感觉；Pixel-Perfect定义允许您以自定义的方式突出显示信息。 董事会页面:Use a combination of KPI cards, charts, and tables depending on what data you want to show.
差异报告	报告页面：Use the pixel-perfect functionality combined with the ability to hide headers to build a butterfly report. 董事会页面：使用董事会页面显示高级差异报告。 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. 工作表页面: 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.
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	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	董事会页面: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.

What about other reporting options?

当你想…	Report	Board	Worksheet	Add-Ins	BI Tool
Get real time updates
Present in meetings
Print to fixed layout multipage PDF
临时数字计算
包括非Anaplan数据
Enter /update data				写回
执行数据导入/MAP/验证
提供执行摘要
Allow dynamic variance reporting
Use free-form layouts
将数据嵌入叙事文本中
使用分层元素设计高度吸引人的页面					Depending on Tool
Customize tables colors and style

总之

Let's recap:

End-user objectives	Report	Board	Worksheet
Review high-level KPIs			Insights Panel
分析高级数据			Insights Panel
See advanced formatting and charts
Compare data from multiple modules
视图不sted tables as a butterfly report
Navigate through fixed page layout design
审查详细数据
Edit large data sets
Filter large data sets
Drill down to detailed data
Pivot data
Change grid size
Use forms and actions
在页面上的不同网格/图表之间切换

您在计划生态系统中使用了哪些页面？

Let us know your thoughts in the comments below.

[JaredDolich]

@annejulieAwesome article.

For me, it comes down to the context selectors. If I need a customized selector or I need to synchronize my "insights" or there are multiple grids that facilitate a workflow, I usually lean towards a page.

[PhilippErkinger]

Good article, but I still miss one very essential topic: Planning!

A good planning toolbox will require bits and pieces of everything, from inputs on slightly larger grids to simple review graphs.

Nux仍然给我带来了巨大的挑战，以奇怪的折衷方式结束，这要么缺乏用户友好，要么错过了这一过程。

Reporting is great though!

[Mariamonicaherce]

惊人的。一切都很简洁和有用！堆谢谢你。