You can add chart cards to board, worksheet, or report pages to display and compare data from modules.
On report pages, you can select a module as the data source. On worksheet and board pages, you can use a Module view, or select a module as the data source and create a custom view.
Note: Anaplan's mobile app does not support Gantt, scatter plot, or bubble charts. To learn more about chart types, see Charts.
To edit cards, select Edit to open your page in designer mode.
Select Save to save as a draft, or Publish to publish the page.
To configure your card:
- Select Configure chart on a new card, or hover over your card and select Edit .
- On the Overview tab of the Card configuration panel, select a View to use as the data source.
- You can configure conditional formatting for your view.
- Select Update.
- You can enter a Title and Description for your card. You can also link the card's title to a page from the Link to a page dropdown.
- Choose a Chart type.
- On the Chart tab, you can configure chart options, including the data series that displays on your card.
- For line, point, area, and combination charts, expand Series to choose the Markers size.
- For bubble charts, enable the Size toggle in the Chart Data section to size each data point based on a Z-Axis value. By default, the data points are sized relatively to each other to compare between each point. For accurate scaling, where the values are of the same signage, select Allow absolute sizing under the Series > Z-Axis section.
- On the Context tab, you can configure context selectors.
- Select the card drag handle and drop your card where you want it to display.
