Use different card types to enhance the way in which users consume data.
For example, use a KPI card to emphasize an important figure; or use a grid card to display sales figures over time.
A card is an interactive component that page builders can add to a page.
Boards consist entirely of cards, which can be rearranged and resized.
On worksheets, cards display in the Insights panel on the right of the screen.
This page explains the different types of card you can create.
Use an action card to display a set of actions for users to complete a business goal.
Each action displays as an action button on the card. When the user clicks an action button, a pop-up window displays to enable them to trigger the action.
For example, the card may contain three buttons to complete a process: one to import accounts, one to add a new account, and one to export the updated list of accounts.
Anaplan's mobile app does not support the use of action cards.
Learn how to add an action card to a board.
Learn how to add an action card to a worksheet.
You can also add an action to a worksheet toolbar.
Use a chart card to display the information in a grid as a chart.
Charts add a strong visual impact to your pages, and make it easier for end users to spot trends and outliers.
You can create the following types of chart:
Anaplan's mobile app supports the use of chart cards, except for gantt, scatter plot, and bubble.
Learn how to add a chart card to a board.
Learn how to add a chart card to a worksheet.
Use a field card to select one or more line items to publish to a page.
Field cards focus attention on selected line items. If the line item is editable, users can edit the data. Their changes are reflected throughout the app, and any other app that is linked to the same model.
When a user enters a new value, the data updates instantly. The update occurs anywhere the value displays or is used in a calculation. Any charts that rely on the data are updated, and where the change affects conditional formatting, this updates, too. Decision making for your business is more informed as the implications for the change are visible.
Anaplan's mobile app supports the use of field cards.
Learn how to add a field card to a board.
Learn how to add a field card to a worksheet.
Use a grid card to display a grid containing data from a module.
Grids are useful to present the underlying data in modules to end users for planning and analysis.
If the main component you want to present on a page is a grid, use a worksheet.
Anaplan's mobile app supports the use of grid cards.
Learn how to add a grid card to a board.
Learn how to add a grid card to a worksheet.
Use an image card as a visual identifier for an Anaplan line item
For example, you can use image cards to identify office locations, products, or different employees in your company.
Anaplan's mobile app supports the use of image cards.
Learn how to add an image card to a board.
Learn how to add an image card to a worksheet.
Use a KPI card to display a single value from a cell.
The value displayed is the first value in the module, in the top-left corner of the grid.
KPI cards are useful to display small pieces of key information. For example, you can use KPI cards to display important metrics, or key performance indicators like a sales target, or your total profit.
You can optionally include a sparkline to display value changes over time.
Anaplan's mobile app supports the use of KPI cards.
Learn how to add a KPI card to a board.
Learn how to add a KPI card to a worksheet.
Use a map card to display a map of a region or country and its subdivisions.
Map cards are useful to display key data organized by geographical region. For example, you can use Map cards to display performance indices which highlight under- or overperforming markets, facilitating decision-making.
You can optionally include conditional formatting to enhance comprehension of the data.
Learn how to add a map card to a board.
Learn how to add a map card to a worksheet.
Use a text card to add text to a page.
Text is useful to give end users more context for the information on the page.
You might use text to:
- add headings
- give more information about what displays
- group cards on a page
- provide instructions on how to complete tasks
Text can make pages easier to use and navigate, but it's good practice to use text sparingly. Otherwise an end user can become overloaded with information.
Anaplan's mobile app supports the use of text cards.
Learn how to add a text card to a board.
Learn how to add a text card to a worksheet.