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.
Boards consist entirely of cards, which can be rearranged and resized.
On worksheets, cards display in the Insights panel on the right of the screen.
Use an action card 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.
In the example image, the card may contain 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 add an action card to a board.
Learn how to add an action card to a worksheet.
Learn how to add an action to a worksheet toolbar.
Note: Anaplan's mobile app does not support processes or imports that depend on files, or exports from action cards.
Use a chart card to display the information as a chart.
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 add a chart card to a board.
Learn how to add a chart card to a worksheet.
Note: Anaplan's mobile app does not support gantt, scatter plot, and bubble charts.
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.
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 add a field card to a board.
Learn how to add a field card to a worksheet.
Grid cards display data directly from a module.
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 add a grid card to a board.
Learn how to add a grid card to a worksheet.
Use an image card as a visual identifier for an Anaplan line item
Image cards can be used to identify office locations, products, or different employees in your company.
Learn how to add an image card to a board.
Learn how to add an image card to a worksheet.
Use a KPI card to display a single value from a cell.
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.
Alternatively, sparklines can be used to display value changes over time.
Learn how to add a KPI card to a board.
Learn how to add a KPI card to a worksheet.
Learn how to add a sparkline to a KPI board.
Use a map card to display a map of a region or country and its subdivisions.
Map cards can help display key data organized by geographical region or display performance indices, which highlight under or overperforming markets.
Alternatively, conditional formatting can be used to help visualize data.
Learn how to add a map card to a board.
Learn how to add a map card to a worksheet.
Note: Anaplan's mobile app does not support the use of map cards.
Use a text card to add text to a page.
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
Text can make pages easier to use and navigate, if used sparingly.
Learn how to add a text card to a board.
Learn how to add a text card to a worksheet.