Add a chart card to a worksheet

Use a chart card to display data in a chart.

This is useful for creating visualizations of data sets, so that end users can quickly compare data items.

You can create the following types of chart:

• Area
• Bar and column
• Combination
• Dot
• Gantt
• Line
• Pie and donut
• Scatter plot and bubble
• Waterfall

However, remember that Anaplan's mobile app does not support either Gantt or Scatter Plot and Bubble.

To add a chart card to a worksheet:

1. Create a chart card
2. Configure a chart card

Create a chart card

To create a chart card:

1. Open the worksheet in designer mode.
2. In the Additional insights panel:
   • If no cards have yet been added to the worksheet, click Configure, under Add cards to this page.
   • If cards have already been added, click the cog icon to the right of the Additional insights heading.
3. In the Cards panel on the right-hand side of the screen:
   • double-click the Chart tile, or
   • drag it into a Drag here to reorder or add more cards section.

4. Click Configure chart on the chart card in the Additional insights section of the Insights panel.
   The Card configuration panel displays on the right-hand side of the screen. 

Configure a chart card

To configure a chart card:

1. In the Card configuration panel, click the View designer button to select:
   • Custom views, and then design a view; or
   • Module views, then expand a module, and then select a view.
2. Click Update.
   The card preview displays the data in the chart.
3. Optionally, configure:
   • General settings in the Overview tab, including Select view, Title, Link to a page, and Chart type, 
   • Chart options, including the data series displayed on your chart card, Axis, Labels, and Data.
   • Context selectors, including the Hierarchy filter.
4. Optionally, drag and drop the chart card to where you want it to display in Additional insights.
5. Click Publish.
   The chart card displays on the published Additional insights panel.