1. Anaplan User Experience
  2. Build apps and pages in the User Experience
  3. Build with cards
  4. Card types

Use different card types to enhance the way in which users consume data.

For example, use a KPI card to emphasize an important figure; or use a grid card to display sales figures over time.

A card is an interactive component that page builders can add to a page.

  • On worksheet pages, cards display in the Insights panel on the right of the screen.
  • Board pages consist entirely of cards, which can be rearranged and resized.
  • On report pages, you can freely arrange cards on slides.
    Action cards, field cards, and grid cards are not available to report pages.
    Presentation tables are only available on report pages.

You can use most card types in worksheets, boards, and report pages.

The Anaplan mobile app supports the use of most card types. Exceptions are highlighted below. For more information on how cards are used on the mobile app, see Cards on mobile. 

Action card

Use an action card on a board or worksheet page, to display a set of actions that enable users to complete a business goal.

Each action displays as an action button on the card. When the action button is clicked, a pop-up window displays the actions a user can trigger.

An action card in the top-right of a board named Gross Margin. It contains two actions that users can perform, named Accounts List Export and Add a new account.

In this example, the card contains three buttons to complete a process: one to import accounts, one to add a new account, and one to export the updated list of accounts.

Learn how to configure an action card.

Note: The Anaplan mobile app does not support processes or imports that depend on files, or exports from action cards.

Chart card

Use a chart card to display the information as a chart.

A chart card on a board that has been configured as a waterfall chart. It shows positive and negative changes to a company's income statement for FY19.

Charts add a strong visual impact to pages, and make it easier for end users to spot trends and outliers.

The following types of charts can be created:

Learn how to configure a chart card.

Note: The Anaplan mobile app does not support Gantt, scatter plot, and bubble charts.

Field card

Use a field card to publish one or more line items to a page.

Field cards focus attention on selected line items. If the line item is editable, the data can be changed. The changes are reflected throughout the app, and any other app that is linked to the same model.

A worksheet displays with a grid and a field card. The grid is titled Employees. The field card is labeled Salary details and has fields for Employee Name and Annual Salary.

When a new value is entered, the data is updated instantly. The change is reflected in all places the value displays or where it's used in a calculation. Charts are also updated in real time along with any conditional formatting that may be in use.

Learn how to configure a field card.

Grid card

Grid cards display data directly from a module.

A grid card on a board that shows a comparison for revenue between FY18 and FY19.

Grids help present the underlying data in modules to end users for planning and analysis.

Note: If the main component you want to present on a page is a grid, use a worksheet.

Learn how to configure a grid card.

Presentation table card

On a report page, presentation tables show highly formatted tabular data and images, typically used to show high level data that contributes to the insights.

A page builder selects a theme for a presentation table.

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.

Learn how to configure a presentation table.

Image card

Use an image card as a visual identifier for a line item. Image cards reference line item URLs.

An image card on a board named Show Products shows an image of a black leather knee high boot. It displays because the product has been chosen using the context selectors in the top-right of the board.

Image cards can be used to identify office locations, products, or different employees in your company. 

Learn how to configure an image card.

Alternatively, you can display image line items in grid cards and presentation tables.

KPI card

Use a KPI card to display a single value from a cell.

A KPI card that shows the total Cost of Goods Sold (COGS) for FY19 in a clear and easy to understand manner.

In the example image, the top-left corner of the grid displays the first value in the module.

KPI cards help display small pieces of key information such as a sales target, or total profit.

Optionally, you can add a sparkline to a KPI card to display value changes over time.

Learn how to configure a KPI card.

Learn how to add a sparkline to a KPI card.

Map card

Use a map card to display a map of a region or country and its subdivisions.

A map chart of the world, with conditional formatting highlighting countries according to population density

Map cards help display key data organized by geographical region. For example, they can display performance indices, which highlight underperforming or overperforming markets.

Optionally, use conditional formatting to help visualize data.

Learn how to configure a map card.

Note: The Anaplan mobile app does not support the use of map cards.

Text card

Use a text card to add text to a page.

A text card on a board that advises users they can hover over a column on a chart to see its exact value.

A text card can help provide context for the information on a page.

You might use text to:

  • Add headings
  • Group cards on a page
  • Provide instructions on how to complete tasks

Use text cards sparingly to make pages easier to use and navigate.

Learn how to configure a text card.


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.