You can publish line items to a dashboard to enable data entry. The data you enter automatically updates the source module.
Classic dashboards are not supported for new customers. Build Apps or Pages in the User Experience instead.
You must be a workspace administrator to publish selected line items to a dashboard. You must also have a model role with access to the module that contains the line items you want to publish.
It's helpful to publish a list as a grid or as a page selector when you publish a list property. Alternatively, publish a module view that has the list as a dimension. This enables you to select a list item from another dimension to define the context for the line item. For example, if you want to edit salary data for a specific person, you must select that person from a list before you enter data into the Salary line item. If you don't select a list item, any change affects the first item in the list.
To publish a line item or items to a dashboard:
- Go to Modules () and open the module that contains the line item and items you want to publish.
- Select the line item or items you want to publish.
If the module view uses line items as page selectors, pivot line items to rows or columns to enable selection.
You can select anywhere in the row or column for the line item or items you want to select.- To select multiple contiguous line items, select one, hold down the Shift key, and select another.
- To select multiple noncontiguous line items, select one, hold down the Ctrl key (PC) or Command key (Mac) and select additional line items.
- Select the View menu.
- Select Publish Selected Line Items to Dashboard and either:
- Select the name of the dashboard to which you want to publish the line item or items.
The dashboard opens in Dashboard Designer and displays the line items. - Select New Dashboard.
Follow the steps to publish to a new dashboard.
- Select the name of the dashboard to which you want to publish the line item or items.
- Optionally, rearrange the dashboard elements:
- To move a dashboard element, select it, then click and drag the blue Move handle to position it.
- To resize a dashboard element, hover over the bottom right-hand corner of the element until an arrow displays. Click and drag the arrow to expand or contract.
Note: You can resize all dashboard elements except actions, processes, page selectors, and list subsets.
- If the dashboard toolbar is hidden, show the toolbar:
- In Anaplan Classic, select the dashboard tab.
- In the New Modeling Experience, right-click the dashboard tab.
- In the dashboard toolbar, either:
- Select Save to publish and remain in Dashboard Designer.
- Select Save & Exit to publish and view the published dashboard.
