Paul Trowbridge
dd993e989c
- HTML mockup with collapsible side nav, 3-step flow (Setup/Baseline/Forecast) - Canvas-based timeline preview in baseline segment form - Table peek modal, status bar, help popovers - Spec updated: 3-step mental model, AG Grid replacement note Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
113 lines
10 KiB
Markdown
113 lines
10 KiB
Markdown
# Pivot Forecast — UX Mockup
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```
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┌─────────────────────────────────────────────────────────────────────┐
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│ Pivot Forecast │
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│ ① Setup ② Baseline ③ Forecast ◀ (default landing) │
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└─────────────────────────────────────────────────────────────────────┘
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━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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① SETUP
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━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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┌──── All Tables ──────────────┐ ┌──── Registered Sources ─────────┐
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│ schema table rows │ │ │
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│ ────── ────────── ────── │ │ sales_orders ✓ SQL ready │
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│ public sales_orders 48,291 │◀─│ invoices ✓ SQL ready │
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│ public invoices 12,004 │ │ + Register table │
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│ public products 891 │ └──────────────────────────────────┘
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│ rpt summary_mv 3,442 │
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└──────────────────────────────┘ ┌──── Col Meta: sales_orders ─────┐
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│ column role key label│
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│ ────────── ──────── ─── ─── │
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│ customer dimension ✓ │
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│ channel dimension ✓ │
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│ part dimension │
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│ geography dimension │
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│ order_date date │
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│ ship_date filter │
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│ status filter │
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│ units units │
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│ revenue value │
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│ internal_id ignore │
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│ │
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│ [Generate SQL ▶] │
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└──────────────────────────────────┘
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━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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② BASELINE
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━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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Source [sales_orders ▾] Version [FY2026 Plan ▾] [+ New version]
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┌──── Segments ──────────────────────────────────────────────────────┐
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│ # description rows by date │
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│ ─ ──────────────────────────── ────── ────── ────────────── │
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│ 1 FY25 actuals +1yr 41,204 paul Apr 24 │
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│ 2 Open orders 3,109 paul Apr 24 [Undo] │
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│ │
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│ Total baseline rows: 44,313 [Clear all baseline] │
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└────────────────────────────────────────────────────────────────────┘
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┌──── Add Segment ────────────────────────────────────────────────────┐
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│ │
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│ Description [ ] │
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│ │
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│ Filters [+ Add filter] │
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│ ┌─────────────────┬──────────┬─────────────────────┬───┐ │
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│ │ order_date │ BETWEEN │ 2025-01-01 2025-12-31│ x │ │
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│ └─────────────────┴──────────┴─────────────────────┴───┘ │
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│ │
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│ Date offset [1] yr [0] mo │
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│ │
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│ ·───────────────────────────· source │
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│ Jan 2025 Dec 2025 │
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│ ·───────────────────────────· projected (+1 yr) │
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│ Jan 2026 Dec 2026 │
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│ │
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│ Note [ ] [Load Segment] │
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└────────────────────────────────────────────────────────────────────┘
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┌──── Reference (optional) ──────────────────────────────────────────┐
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│ Load prior-period rows for comparison in the pivot │
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│ Date range [2024-01-01] to [2024-12-31] │
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│ Note [ ] [Load Ref] │
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└────────────────────────────────────────────────────────────────────┘
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━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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③ FORECAST source: sales_orders
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━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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Version [FY2026 Plan ▾] [Refresh] [Save layout] [Reset layout]
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┌──── Pivot ───────────────────────────────┐ ┌──── Operations ───────┐
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│ │ │ │
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│ (Perspective viewer) │ │ Slice │
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│ │ │ channel = WHS │
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│ channel │ Jan 2026 │ Feb 2026 │ ... │ │ geo = WEST │
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│ ──────────┼──────────┼──────────┼─── │ │ │
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│ DIR │ 412,000 │ 388,000 │ │ │ [Scale][Recode] │
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│ WHS ◀ │ 290,000 │ 310,000 │ │ │ [Clone] │
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│ ──────── │ │ │ │ │ ─────────────────── │
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│ Total │ 702,000 │ 698,000 │ │ │ Value incr [ ] │
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│ │ │ Units incr [ ] │
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│ │ │ Pct? [ ] │
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│ │ │ │
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│ │ │ Note [ ] │
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│ │ │ │
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│ │ │ [Submit] │
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└──────────────────────────────────────────┘ └───────────────────────┘
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▼ Change log (12 entries)
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┌────┬───────────┬──────────┬─────────────────────────┬────────────┐
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│ id │ operation │ by │ slice │ │
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│ ── │ ───────── │ ──────── │ ───────────────────── ─ │ │
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│ 12 │ scale │ paul │ channel=WHS geo=WEST │ [Undo] │
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│ 11 │ recode │ paul │ part=OLD-SKU │ [Undo] │
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│ 10 │ scale │ paul │ channel=DIR │ [Undo] │
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└────┴───────────┴──────────┴─────────────────────────┴────────────┘
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```
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