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

Classic dashboards are not supported for new customers. Build Apps or Pages in the User Experience instead.

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 display outcomes effectively.
  • Try a top-down approach, with a summary at the top of the dashboard and details at the bottom. Alternatively, 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 model's data, or filter the view of a grid ready for publishing to a dashboard.
  • For charts where multiple items are listed, reduce the view by selecting a chart series to hide it 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.