1. Extensions
  2. Anaplan for Microsoft 365
  3. Work with Anaplan data in Microsoft 365
  4. Pivot card data

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

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.

To pivot a card's data:

  1. Select a cell within your Excel document.
  2. In the Templates tab, select a grid card.
  3. Select the arrow to the right of Insert as image, then select Insert card's data.
  4. Select Pivot in the toolbar in the top-right.
    The Pivot data panel displays.
  5. Drag and drop the dimensions between the Context Selectors, Rows or Columns sections.
    If the Column 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.
  6. Select Confirm.
    You can now insert your pivoted data.

Disclaimer

We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.