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:
- Go to Modules (module that contains the data you want to chart. ) and open the
- Generate a chart.
This launches the Chart Options dialog. - 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.
- Select the name of the dashboard to which you want to publish your chart.
- 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.
- Optionally, edit the chart:
- Select the arrow in the top-left corner.
- 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.
- 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.
- In the dashboard toolbar, either:
- Select Save to publish and remain in Dashboard Designer.
- Select Save & Exit to publish and view the published dashboard.