1. Anaplan User Experience
  2. Build apps and pages in the User Experience
  3. Pages
  4. Build with cards
  5. Card types
  6. 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. Click Update.
    The card preview displays the data in the chart.
  3. 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.
    • On worksheet pages, the Additional insights panel contains your cards.
    • On board pages, size and arrange your cards in rows and columns.
    • On report pages, freely arrange your cards on report slides.
  2. To save your changes, select Publish.
    For boards and worksheets you can save the page as a draft if you're not yet ready to publish.