You can publish a list subset to a dashboard to enable users to assign list items to the list subset from a dashboard. The subset displays as a checkbox that you can select or deselect.
You must be a workspace administrator to publish list subsets to a dashboard. You must also have a model role with access to the list that contains the subset you want to publish.
It's helpful to publish a list as a grid or as a page selector when you publish a list subset. Alternatively, publish a module view that has the list as a dimension. This enables you to select which list item you want to assign to or remove from the list subset. If you do not select a list item, any change affects the first item in the list.
To publish list subsets to a dashboard:
- Go to General Lists () and open the list that has the subsets you want to publish.
- Navigate to the Subsets tab for the list.
- Select the subset or subsets you want to publish.
You can select anywhere in the row for the subset or subsets item or items you want to select. To select:- Multiple contiguous properties, select one, then hold down shift and select another. Those line items and all the line items in between are selected.
- Multiple noncontiguous properties, select one, then hold down Ctrl (on a PC) or Command (on a Mac). Each additional property you select adds to the selection until you release Ctrl or Command.
- Select the View menu.
- Select Publish to Selected Subsets to Dashboard and either:
- Select the name of the dashboard to which you want to publish the properties.
The dashboard opens in Dashboard Designer and displays the properties. - Select New Dashboard.
Follow the steps to publish to a new dashboard.
- Select the name of the dashboard to which you want to publish the properties.
- Optionally, rearrange the dashboard elements:
- To move a dashboard element, select it, then click and drag the blue Move handle to position it.
- To resize a dashboard element, hover over the bottom right-hand corner of the element until an arrow displays. Click and drag the arrow to expand or contract.
Note: You can resize all dashboard elements except actions, processes, page selectors, and list subsets.
- If the dashboard toolbar is hidden, right-click the dashboard tab and select Show/hide the dashboard toolbar.
In Anaplan Classic, select the dashboard tab. - In the dashboard toolbar, either:
- Select Save to publish and remain in Dashboard Designer.
- Select Save & Exit to publish and view the published dashboard.