Personal Dashboards User Documentation

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caroboyle
caroboyle Member, ALL USERS, Community Member Posts: 5 Master Anaplanner of the Year
in Anaplan Community

New functionality has been introduced as part of our Early Access Program, which enables users to make changes to a dashboard and then save their own personal version of that dashboard. The dashboard can then be amended and customized as required.   

 

Click the button above to download the Personal Dashboards User Guide. You can find out:

  • how to enable personal dashboards
  • how to work with master dashboards
  • the differences that administrators and users will see when working with personal dashboards
  • how personal dashboards interact with other components of the platform

What is a personal dashboard?

Workspace administrators build dashboards to provide users with cues for activity and information to support that activity (referred to as master dashboards). Because these dashboards relate to a group of people with the same purpose, they may not meet all the requirements an individual user has in terms of the page selectors, filters, and so on, that they change regularly to complete their own work.

Personal dashboards provide users with a copy of a master dashboard to capture their preferences—anything a user can change, they can save to a personal dashboard (within the restrictions applied by their administrators).

Each user can save one personal dashboard for each master dashboard (including their landing dashboard). Once a personal dashboard has been created, the personal dashboard, not the master, will be opened whenever the user selects that particular dashboard.  

When an administrator makes an amendment to a master dashboard, all personal dashboards based on that master will be reset to the master dashboard to ensure that the content of both are always synchronized.

Things to note...

  • It’s not possible to give any other user, including administrators, access to a personal dashboard.
  • Current Period and Current Version are not updated on personal dashboards.
  • Copying a model will not copy any personal dashboards.
  • Updating a master dashboard will reset all personal dashboards.

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