There are different ways to create a card displaying selected items, depending on the page type and whether the page is new or already exists.

On a new worksheet

  1. From designer mode:
    For the main grid, click Configure grid in the center screen. Then proceed to Show selected items on a card.
    For a chart/grid/KPI card, click the Additional insights cog icon on the right; or click Configure under Add cards to this page.
  2. Double-click the Chart/Grid/KPI tile in the Cards panel; or drag the tile into the Additional insights panel.
  3. Click Configure chart/Configure grid/Configure KPI.
  4. Proceed to Show selected items on a card.

On an existing worksheet

  1. From designer mode:
    For the main grid, click Select view in the top right of the grid. Then proceed to Show selected items on a card.
    For a chart/grid/KPI card, click the Additional insights cog icon on the right.
  2. Double-click the Chart/Grid/KPI tile in the Cards panel; or drag the tile into the Additional insights panel.
  3. Click Configure chart/Configure grid/Configure KPI.
  4. Proceed to Show selected items on a card.

On a board

  1. From designer mode:
    For a chart/grid/KPI card, double-click the Chart/Grid/KPI tile in the Cards panel on the right; or drag the tile into the center screen.
  2. Click Configure chart/Configure grid/Configure KPI.
  3. Proceed to Show selected items on a card.