Pivot card data in Microsoft 365 - Anaplan Technical Documentation

In Anaplan for Microsoft 365, you can pivot your card data to change what data displays on rows, columns, and pages.

You can pivot a card in the Templates tab and Cards in Document tab. You can only pivot data:

On grid cards.
In an Excel document.
On cards saved from a default module view.
When you insert card data, not images.

When you pivot, you cannot display more than three dimensions on either rows or columns. For example, you could display three dimensions on rows and three dimensions on columns.

When you pivot, filter, or show/hide card data in Anaplan, the pivoted dimensions display in Microsoft 365. Rows or columns you filter or show/hide revert to the default module view in Microsoft 365.

You'll need to apply filters or select rows or columns to show/hide in Excel. To learn more, read Microsoft's technical documentation on how to filter(opens external page) or show/hide(opens external page) rows or columns.

Card templates created from saved module views in Anaplan display the default module view in Microsoft Office.

User authentication in Anaplan is inherited by the add-in.

Pivot in the Templates tab

To pivot a card's data:

Select a cell in your Excel document.
On the Templates tab, select the card you want to pivot.
Select the arrow to the right of Insert as image, then select Insert card's data.
Select Pivot .
On the Pivot data panel, drag and drop the dimensions between Context Selectors, Rows or Columns.
If the Columns or Row section contains multiple dimensions, they're nested in the document. Dimensions at the top of a section display on the outside, and those at the bottom on the inside.
Select Confirm.
You can insert your pivoted data.

Pivot in the Cards in Document tab

To pivot an existing card in your worksheet:

Select a cell in your Excel document.
On the Cards in Document tab, select the card you want to pivot.
Select Card Actions > Pivot.
On the Pivot data panel, drag and drop the dimensions between Context Selectors, Rows or Columns.
If the Columns or Row section contains multiple dimensions, they're nested in the document. Dimensions at the top of a section display on the outside, and those at the bottom on the inside.
Select Confirm.