1. Anaplan User Experience
  2. Build apps and pages in the User Experience
  3. Board overview
  4. Add cards to a board
  5. Add a chart card to a board

Use a chart card to display data in chart format.

Create visualizations of data sets using charts to help end users understand your data.

You can create the following types of chart with a chart card:

However, remember that Anaplan's mobile app does not support either Gantt or Scatter Plot and Bubble.

To add a chart card to a board:

  1. Create a chart card
  2. Configure a chart card

Create a chart card

To create a chart card:

  1. Open the board in designer mode.
    The Cards panel displays on the right-hand side of the screen.
  2. In the Cards panel, double-click the Chart tile, or drag the Chart tile onto the board.
    You can drag a tile into a section labeled Drag here to reorder or add more cards. Alternatively, drag it to the edge of an existing card to insert the new card.
A new chart card is created on a board. A button labeled Configure chart is on the card.
  1. Click Configure chart on the chart card.
    The Card configuration panel displays on the right-hand side of the screen.
On an empty card, the Configure chart button was clicked to display the Card configuration on the right of the page. The Overview tab is active.

Configure a chart card

To configure a chart card:

  1. In the Card configuration panel, click the View designer button to select:
    • Custom views, and then design a view; or
    • Module views, then expand a module, and then select a view.
  2. Click Update.
    The card preview displays the data in the chart.
  3. Optionally, configure:
    • General settings in the Overview tab, including Select view, Title, Link to a page, and Chart type
    • Chart options, including the data series displayed on your chart card, Axis, Labels, and Data.
    • Context selectors, including the Hierarchy filter.
  4. Click Publish.
    The chart card displays on the published page.