When you design dashboards, think about how you can improve dashboard usability.

Consider these factors:

  • The language you use on dashboards should reflect the language of the dashboard users. 
  • Think about how your users will access the dashboard: desktop, laptop, or tablet. Check how the dashboard looks in different formats. Try using screen resolution testing software to see how it displays.
  • Does your your audience have special requirements? For example, you might need to consider color blindness when choosing colors for a dashboard.

When you design a dashboard, follow these layout guidelines:

  • Avoid cluttering the dashboard. 
  • Consider building a landing dashboard in four quadrants. This makes it quick to understand.
  • Think about splitting models into inputs, calculations, and outputs. Dashboards can be used to effectively display the outcomes.
  • Try a top-down approach, with a summary at the top of the dashboard and details at the bottom (or, use a button to navigate to another dashboard).
  • Set the Height and Width pixel settings to -1 to make sure that elements automatically adjust to the screen size.

These Anaplan features may help when designing a dashboard:

  • Enable synchronization where users need to see real-time data.
  • Add conditional formatting to the data before you add the item to the dashboard.
  • Use the dashboard element menu to narrow the focus of the data in the model or to filter the view of a grid, ready for publishing to a dashboard.
  • For charts where multiple items are listed, reduce the view by clicking on a chart series to hide that series and rescale the chart axis.
  • Use the drill down option to see the formula, and details of a grid (from the context menu, right-click then select Drill Down).
  • Beware of currency formats: only define them if the dashboard refers to a single currency.
  • To control the way the grid displays on the dashboard, be sure to define an appropriate fixed number of decimal places.
  • Remind your users they can use the search function from either the context menu or the dashboard element menu to find specific data.