1. Anaplan User Experience
  2. Build apps and pages in the User Experience
  3. Board overview
  4. Dashboard import tool
  5. Dashboard import compatibility

The dashboard import tool only supports certain dashboard items. Consider this when you import dashboards.

The dashboard import tool supports text boxes, published module views, and standard charts from dashboards. These display as text cards, grid cards, and chart cards respectively.

If Show Page Selector is enabled for an item on a dashboard that is not synchronized, context selectors display on any related cards. If an item is synchronized on a dashboard, its context selectors display at the top of the board. To ensure context selectors display correctly, configure them for the board page.

Text boxes

Imported text boxes display as a text card with the same style.

A dashboard on the top is connected to a board on the bottom by an arrow. The dashboard named is Text Dashboard and has been imported. The board is the result of the import.

Published module views

Published module views display as grid cards based on a custom view. When you import a published module view as a grid card, the grid card retains the following editable customizations:

  • Filter
  • Sort
  • Conditional Formatting
  • Level Selections (except as part of a sort)
  • Totals Position
  • Show selections
  • Filtered line items
  • Hide selections
  • Reordered line items
  • Ragged selections

Grid cards based on a custom view retain, but do not support the editing of:

  • Hide selections
  • Reordered line items
  • Ragged selections

If your grid requires an unsupported customization, use a module view for your grid card instead.

The import function does not retain any quick filters applied to a published module view. If you need to filter your data, edit your grid cards and apply filters.

When you import a published module view, the name of the grid card is the source module name. If you need to change this, edit the title of the grid card.

The import function retains  conditional formatting. However, the colors available when you edit conditional formatting in the UX are different. As a result, you may need to use different colors.

A dashboard on the left is connected to a board on the right by an arrow. The dashboard named is Grids Dashboard and has been imported. The board is the result of the import.

Charts

Charts from a dashboard display as chart cards. You can import these standard chart types:

The import function does not support map, funnel, timeline, or waterfall charts.

The import function does not retain the colors of charts on the dashboard. The imported chart cards use default colors.

A dashboard on the left is connected to a board on the right by an arrow. The dashboard named is Charts Dashboard and has been imported. The board is the result of the import.

Unsupported elements

Currently, the dashboard import tool does not support these dashboard elements: