daniel_ellis
Occasional Contributor

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去年Anaplan UX的发布是Anaplan所看到的最大,最热切的产品更新之一。

In the months since the first public UX release, we have seen hundreds of updates to the UX with extra features being delivered on an almost daily basis. Some of these new features will be quite clear to anyone building or using an App, but other features are a little more hidden. Here are five UX features which you may, or may not, have already discovered.

过滤页面选择器

5daniel_ellis_0-1598453097976.jpeg在仪表板中,我们始终能够将过滤器附加到页面选择器上,如下面的屏幕截图所示。这将使我们能够动态限制用户可用的列表选择,而无需列表子集。

最大的缺点是我们只能将此过滤器应用于视图上的页面选择器。从来没有一种方法可以过滤在仪表板上单独发布的页面选择器。

6daniel_ellis_1-1598453097981.jpegUX具有将选择器过滤到整个页面的能力。现在,您可以过滤坐在页面功能区的上下文选择器。

This feature can be helpful in certain situations—for example:

  • You want to restrict a user from selecting certain list items only on specific pages (and therefore selective access would not be suitable).
  • 你想强迫用户选择,为例ample where they have made a line item selection and you want this to be reflected in their context selection.

有条件格式的新样式

8daniel_ellis_2-1598453097986.jpegDashboards offered us the functionality to apply conditional formatting to a line item by filling the background of the cells using a choice of two, or three, ranges of color. It did the job of highlighting cells when needed (for things like variance analysis and input validations) but lacked a variety of styles and was limited in customization.

UX带来了新的样式和自定义化,使我们在格式化网格或工作表中的单元格时更具创造力。

Page builders can choose from a selection of three styles:

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  1. The traditional background, which is what we are familiar with from dashboards.
  2. 一种新的边界风格,显示了单元的黑暗边缘和一个装有数字的闪电中心。我喜欢在显示摘要订单项时使用此样式。
  3. 另一种新的摩尔斯风格,该样式显示了单元格中的彩色条,该栏根据值会改变颜色和大小。一个方便的功能,用于比较数据值和突出显示数值方差。

d10aniel_ellis_6-1598453097991.jpegAs well as these new styles, the UX also offers a much broader range of colors and color scales to choose from. Dashboards were limited to a handful of pre-defined color sets, offering various combinations of red, yellow, blue, green, and white.

In UX, Page Builders can choose from a pallet of 36 colors and build their color scales by selecting a mixture of any of them.

KPI卡片

4daniel_ellis_7-1598453097994.jpegKPI卡是UX的全新功能,我们没有仪表板。他们允许页面构建器在卡上发布单个值,代表密钥指标或KPI。自从UX早期以来,KPI卡就已经存在了,但最近几周就看到了KPI卡上的闪光。

While the KPI card might display a full-year total as a value, the inclusion of a sparkline can be used to show a trend over time. The image below shows how we have used KPI cards with sparklines within an Insurance FP&A example.

Users can also hover over the sparkline at various points to see the corresponding values.

Split Screen Views in Worksheets

UX引入了两种类型的页面 -董事会worksheets. While boards are great for presenting several individual elements (grids, charts, KPI cards, etc), worksheets are optimized for displaying a single large grid of data.

1daniel_ellis_8-1598453098007.pngBeing able to easily navigate through a large grid of data is helpful, but very often, we want to review this data alongside another grid, perhaps with a synchronization between the two grids. In dashboards, we might try to align two views next to each other, but the result was often a lot of scrollbars and attempts at clever filtering to try and make the views work together.

The UX delivers a clean and comfortable interface for working within a single large grid but also delivers functionality to include a secondary view at the bottom of the page which will automatically sync with your context selections. I’ve found this very useful for allowing the user to compare two grids, displaying a graph or a chart related to your primary grid, or even to give the user the ability to modify assumptions and see the immediate impact on results—for example, if you want to run some scenario analysis.

形式的文本字段验证

2daniel_ellis_9-1598453098011.jpeg最后,本文涵盖的UX的最后一个功能是能够在使用表单时将验证应用于字段。表单是UX的全新概念,为页面构建者提供了添加用于创建新列表项目的弹出视图的能力。在表单中,页面构建者可以定义哪些列表属性或行项目应显示以供用户输入数据。

在仪表板中,我们将使用公式逻辑和一些明亮的条件格式来验证输入单元格,这有望提醒用户无效输入。总体而言,它效果很好,可以防止无效的数据进入模型,但是我们永远无法在数据输入点强制验证。

The UX introduces several options for validation rules which can be set on anytext格式化的订单项。

3daniel_ellis_10-1598453098013.png屏幕快照显示了一个示例Expense Nameis selected as a field that is required. Anaplan will append a red asterisk to the end of the field name (to provide a visual indication that it is a mandatory field) and will not enable the Submit button until this field is completed.

Given the range of validation rules currently on offer, the one I am likely to use the most often isField is required. Being able to make a field mandatory, and preventing the user from submitting the form until the field has been populated, is something that is quite difficult to achieve with dashboards and more often requires the end user to notice an error message (which they may or may not choose to ignore!).

These might not be the most talked-about features of the UX within the Anaplan community, but don’t underestimate the value that they can bring to your Apps! While we always look forward to the big product announcements, remember to also look out for those lesser publicized features which might offer something that can make a big difference to your user experience.


丹尼尔头像丹尼尔·埃利斯(Daniel Ellis)是Mentat Technology的董事,Anaplan解决方案建筑师和经过认证的Anaplanner。在过去的7年中,他与英国和欧洲的各种客户合作,在保险,资产管理,金融,供应链和贸易促进管理等领域提供Anaplan实施。

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