Publish a chart to a dashboard

This procedure is to add charts to dashboards. You can add charts with improved, modern visualizations to your boards and worksheets in the Anaplan User Experience.

You must be a workspace administrator with access to the module data a chart displays to publish that chart to a dashboard.

To publish a chart to a dashboard:

1. Go to Modules () and open the module that contains the data you want to chart.
2. Generate a chart.
   This launches the Chart Options dialog.
3. In the Chart Options dialog, select Publish to Dashboard and either:
   • Select the name of the dashboard to which you want to publish your chart.
     The dashboard opens in Dashboard Designer and displays the chart.
   • Select New Dashboard.
     Follow the steps to publish to a new dashboard.
4. Optionally, rearrange dashboard components:
   • To move a dashboard component, select it, then click and drag the blue Move handle to position it.
   • To resize a dashboard component, hover over the bottom right-hand corner of the component until an arrow displays. Click and drag the arrow to expand or contract the component.
     Note: You can resize all dashboard elements except actions, processes, page selectors, and list subsets.
5. Optionally, edit the chart:
   1. Select the arrow in the top-left corner.
   2. Select Chart Options.
      You have the same options as you do when you generate a chart. However, you can select to Publish Copy To to publish the chart to a different dashboard, or Update Dashboard to update the current chart on the current dashboard.
6. If the dashboard toolbar is hidden, show the toolbar:
   • In Anaplan Classic, select the dashboard tab.
   • In the New Modeling Experience, right-click the dashboard tab.
7. In the dashboard toolbar, either:
   • Select Save to publish and remain in Dashboard Designer.
   • Select Save & Exit to publish and view the published dashboard.