1. Anaplan User Experience
  2. Build apps and pages in the User Experience
  3. Build with cards
  4. Card types
  5. Configure a chart card

Use a chart card to create visualizations of data sets, so that end users can quickly compare data items.

You can add a chart card to a board, a worksheet, or a report.

On a report page, you can select a module as the data source, and on worksheet and board pages you can use a Module view or select a Module as the data source and create a custom view in the Anaplan User Experience.

You can select the following types of chart:

Note: Anaplan's mobile app does not support Gantt, scatter plot, or bubble charts.

To add or edit a card:

  1. Select Edit this page in the toolbar to open your page in designer mode.
  2. Optionally, add a new card.
    Read how to add a card to a board, worksheet or report.
  3. Select the Configure button on a new card, or hover over your card and select .

To configure a chart card:

  1. In the Overview tab of the Card configuration panel, click the View button to select:
    • Custom views, and then design a view; or
    • Module views, then expand a module, and then select a view.
      Module views are only available on worksheet and board pages.
  2. Optionally, configure conditional formatting for your view.
  3. Click Update.
    The card preview displays the data in the chart.
  4. Optionally, configure:
    • General settings in the Overview tab, including Title, Description, 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.

To position your card and publish it:

  1. Optionally, drag and drop your card to where you want it to display.
    To drag and drop, select the drag handle in the center of the top of a card.
    • On worksheets, drag your cards within the Additional insights panel.
    • On boards, size and arrange your cards in rows and columns.
    • On reports, freely arrange your cards on report slides.
  2. To save your changes, select Publish.
    You can save the page as a draft if you're not yet ready to publish.

Disclaimer

We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.