In the Anaplan mobile app, cards on a board display vertically. The card that displays at the top is the card that displays in the top-left of desktop Anaplan. Page builders configure which cards display on boards.

To see a card in closer detail, maximize the card .

The Anaplan mobile app supports these card types:

  • Action
  • Chart (area, bar, column, combination, dot, pie, donut, line, waterfall)
    • Note: Gantt charts, map charts, network charts, and hierarchy charts are currently not supported.
  • Field
  • Grid
  • Image
  • KPI
  • Text

You can access cards on worksheets by selecting the Insights tab.

Grid cards

Grids display data from Anaplan models. Use grids to analyze and edit data at its most granular level. The mobile app can display data in a worksheet which contains nested row headers, up to a maximum of three levels. You can change the way data displays in a grid by sorting, resizing columns, and expanding and collapsing grid rows (when enabled in Anaplan desktop). Any conditional formatting configured on a grid in Anaplan desktop will display in the mobile app. 

Field cards

Fields on a field card are linked to line items. Depending on the field type, you can either edit the data, or follow a link. You can edit the value or format of each field and changes will be displayed immediately. You can apply these rich text formats:

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

You can do this straight from the board the field card is on, or when the field card is maximized. If an email or link field type contains a link, you can follow the link from within the mobile app. These field types are read-only and can't be edited.

 Any changes you make to a field are reflected throughout the app, and any other apps with the same source model.

Zoom in on a chart

Zoom in on a chart to view data more closely. This option is available on full-screen chart cards in both portrait and landscape mode.

When a chart displays many values, some axis labels may be hidden to aid readability. However, when you zoom in, previously-hidden axis labels become visible.

To zoom in on a chart, place your index finger and thumb on the screen, and move them apart. This enlarges the selected area.

To zoom out, place your index finger and thumb on the screen, and pinch them together. This restores the view to its original size.

Run an action

Tap the action button on the action card, and run the action.

To run an action from a worksheet or a card that isn't an action card, tap the ellipsis in the top-right corner. Tap Actions, select the action, then run it.

Any custom action button styling configured in Anaplan desktop will display in the mobile app.