1. Anaplan User Experience
  2. Build apps and pages in the User Experience
  3. Build with cards
  4. Card types
  5. Configure a presentation table

Use a presentation table in your report pages to display tabulated data.

The presentation table presents your tabular data on a report page such as a profit and loss statement or balance sheet. The presentation table displays up to 300 rows and up to 50 columns. To show large grids, link to a board or worksheet. When you add a presentation table to a report, the number of columns is fixed at the time of creation and does not change afterwards.

To add or edit a card:

  1. Select Edit this page in the toolbar to open your page in designer mode.
  2. Optionally, add a new card.
    Read how to add a card to a board, worksheet or report.
  3. Select the Configure button on a new card, or hover over your card and select .

To configure a presentation table card:

  1. In the Overview tab of the Card configuration panel, select a View to use as the data source for your card, then press Update
    The data displays in the card.
  2. Optionally:
    • Enter a title in the Title field.
      A default title generates from the name of the view, but you can change it.
    • Enter a description for the card in the Description field.
      The text you enter displays when you hover over on the published card.
    • Link the grid card's title to a page from the Link to a page dropdown menu.
      When the page is published, the title is hyperlinked to the page you select.
  3. Optionally, in the Grid tab:
    • Under Column width, select Reset columns to return column widths to their default width.
    • Select a Row height.
    • Select one or more line items under Line item image settings to display their values as images on the grid card.
      The Line item image settings section only displays if your view contains valid link-formatted line items.
      You can display .jpg, .jpeg, .gif, or .png files as images on a grid card. Learn how to store image URLs.
  4. Optionally, in the Context tab, configure each context dimension:
    • Toggle Sync with page.
      Uncheck Sync with page to enable context selection for the card.
    • Select a value from the dropdown to set a context for the card.
  5. Optionally, in the Format tab:
    1. Apply a theme to your presentation table.
    2. Set the style of presentation table elements.
    3. Set the style of rows and columns.

To position your card and publish it:

  1. Optionally, drag and drop your card to where you want it to display.
    To drag and drop, select the drag handle in the center of the top of a card.
    • On worksheets, drag your cards within the Additional insights panel.
    • On boards, size and arrange your cards in rows and columns.
    • On reports, freely arrange your cards on report slides.
  2. To save your changes, select Publish.
    You can save the page as a draft if you're not yet ready to publish.

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.