Grid cards are interactive components that display Anaplan data on boards or worksheets. You can configure your grid card to apply styles, formatting, and templates, and enable users to edit cell data.

To add grids to report pages, use a table card.

Note: You can't use a grid card as the primary grid on a worksheet page. You can expand the grid card to full-screen from the Additional insights panel. 

To edit cards, select Edit to open your page in designer mode.  

Select Save to save as a draft, or Publish to publish the page. 

Configure a grid card

To configure a grid card:

  1. Hover over your card and select Edit , or select Configure on a new card. See how to add a card to a board or worksheet. 
  2. On the Overview tab of the Card configuration panel, select a View to use as the data source for your card, and select Update.
  3. Specify a card Title and Description. You can link the card's title to a page from the Link to a page dropdown.
  4. On the Grid tab, set the options as required.

Note: You can apply rich text formatting to editable text in a grid or worksheet, if this has been allowed by the page builder, up to three line items per grid. 

OptionDescription
Enter and edit cell dataToggle right to enable users to edit cell data.
Pivot dataIf the data source for the card is a view, toggle right to enable users to pivot the card. Users can pivot a new card by default.
Export dataToggle right to enable users to export card data. 
Sort data / Filter dataToggle right to enable users to sort and filter cell data.
Expand / Collapse grid rowsToggle right to enable users to expand and collapse heirarchies on grid rows.
Copy across / Copy downToggle right to enable users to copy cell data. If enabled, your users can overwrite data in the grid.
Cell historyToggle right to view the changes made to data in a grid. See show cell history for details.
Row heightSelect the row height from the dropdown.
Font sizeSelect the font size from the dropdown.
Column settingsSelect Edit to specify the Label height and Default width of the grid's columns.
Image row heightSelect the image row height from the dropdown.
Line item image settingsIf your view contains valid link-formatted line items, you can display .jpg, .jpeg, .gif, or .png files as images on your card. See how to store image URLs.
Line item rich text settingsEnable line item rich text settings by selecting the line items to display as rich text

You can apply these rich text formats:

  • Bold
  • Italic
  • Underline
  • Strikethrough
  • Left alignment
  • Center alignment
  • Right alignment
  • Justify
  • Bullet point list
  • Numbered list 

Warning: Rich text setting is only supported in user experience and report page PDF exports. Once enabled, the text added to this card appears as raw HTML in models and other exports. 

  1. On the Format tab, you can apply predefined Themes and set Styles for card elements.
  2. On the Context tab, you can configure context selectors. 

Set the style of a grid card

You can customize the appearance of headers, data cells, and line items to emphasize different data types and create a consistent appearance.  

To set the style of your grid card, on the Format tab, select Styles.

Note: Conditional formatting overrides styles you set in Card configuration.

To set the style of row and column headers:

  1. From the Style dropdown, select Headers and data. 
  2. Expand Row headers and/or Column headers and specify:
    • Background color and Font color. Alternatively, enter a hex code.
    • Emphasis style.
    • Text Alignment style. 
  3. Expand Data, and specify:
    • Row style of Solid or Striped. If Striped is selected, specify a Stripe color or enter a hex code.  When the stripe color is different from the background color, odd rows display with the stripe color and even rows display with the background color.
    • Background color and Font color. Alternatively, enter a hex code.
    • Emphasis style.

To set the style of line items and time summaries: 

  1. From the Style dropdown, choose Line item summaries or Time summaries.
  2. Expand a style. For example, Normal text, Heading 1, Day, or Month.
  3. Choose a Background color and Font color, or enter a hex code.
  4. Select an Emphasis style.
  5. Repeat steps 1 to 4 to set more summary styles.

Format an item

You can set the style of individual items to highlight or group them visually.

Note: Your most recent style and format changes override earlier changes.

To format an item: 

  1. Select Format on the Format tab.
  2. From the Dimensions dropdown, select Line Items (Row) or a dimension. 
  3. Select an item from the next dropdown.  
  4. You can select a Background or Font color, select an Emphasis style, or set Cell alignment.  
  5. From the dropdowns, you can select the: 
    1. Number format.
    2. Number scale.
    3. Decimal places.
    4. Decimal point.
    5. Thousand separator.
  6. Select Save to save as a draft, or select Publish.