1. Anaplan User Experience
  2. Build apps and pages in the User Experience
  3. Worksheet overview

Worksheets are interactive grids that display data from Anaplan models.

Worksheets contain large grids of data and are suitable for in-depth analysis. On a worksheet, users can drill down to the most granular level of detail for analysis, what-if scenarios, and planning purposes. 

Grid

The main component of a worksheet is the primary grid. Use a module view or design a custom view to choose the data for the primary grid. You can configure context selectors, sort, filter, pivot, and more to change which data users have access to.

Users of a worksheet can use context selectors to change the dimension displayed. If you enable the functions, they can also use sort, filter, and pivot to focus on certain aspects of the data.

Insights panel

The Insights panel, to the right of the primary grid, provides a space for you to contextualize the data on a worksheet and add navigation. The Insights panel only displays on a worksheet for users if you add cards or links to it.

Click the arrow icon in the top right of a worksheet to close the Insights panel. Click the arrow icon again to reopen the Insights panel.

Learn how to:

Cards

The Insights panel also contains Additional insights, which you can add cards to. Cards are interactive components that display information and enable users to interact with data. Additionally, users can display a card, such as another grid, beneath the primary grid on a worksheet. This is useful for the comparison of data.

Use the wide variety of card types to ensure users of a worksheet have access to the actions, data, and visualizations they need.

A worksheet titled US Account Targets. The primary grid contains financial information, with further information and actions available on cards in Additional insights.

Use text cards to explain the relationship between elements on a page or to provide workflow instructions. You can also add tooltips to your worksheets to provide further user guidance.

Actions

Add actions to the worksheet toolbar to enable users to import or export data, or create new list items. You can add Import, Export, and Process actions to the worksheet toolbar.

Use actions to enable users of a worksheet to work with the latest data, or to export data for use outside of Anaplan.

Forms

You can also associate forms with a worksheet to provide an easy and consistent interface for data entry. For example, a form to add an item to a list ensures all the necessary information is collected at creation.