1. Anaplan User Experience
  2. Design
  3. Worksheet or board?

Should you use a board or a worksheet for this app? What's the difference? This article clearly shows the different purposes of each type of page.

When you've drafted your design, you then need to decide whether to create your page as a worksheet, a board, or a report page.

Worksheets

Worksheets are where you display large volumes of data for analysis and editing. Worksheets enable your analysts to drill down and examine the granular detail.

In the Insights panel, to the right of the grid, you can add Quick links to other pages to aid navigation, and add cards for additional insights. If you update the data in the grid on a worksheet, the results display in the Insights panel.

Boards

Boards provide high-level information at a glance. For example, a page of key metrics can guide your users to the next action they need to take, or highlight a trend that directs their response.

There are a range of cards you can add to a board, including: text, image, chart, KPI, action, map, or grid card. Each card type displays a particular type of information for your users. For example:

  • For an inventory app, you can use an image card to provide an image of each product so users can quickly identify with the product context.
  • For an app that tracks sales performance, use chart cards to track sales performance over time, or compare conversion across regions.
  • To help your users navigate to other pages in an app, use link cards.
  • To enable scenarios, use a field card to enable users to enter values for scenarios and see the potential impact of that change.

If you have large grid of data, you can use a grid card on a board. Large and detailed grids are better published on a worksheet.