Add cards to a worksheet

ashley.marshall · June 2019

Cards are displayed in the side panel of a worksheet.

If you’re a page builder, you can add the following types of card:

Once you’ve created a card, you can save it as a template and reuse it on other pages in the same app. Page builders can also add a tooltip to each of their cards, to provide instructions or context for a card.

Learn about the different types of card.

Add a text card

Use a text card to add text to a worksheet.

This is useful for providing guidance to end users. For example, you could provide information about a worksheet's dimensions, or explain the significance of the cards in Additional insights.

To add a text card:

Open the worksheet in designer mode.
Click Configure in the Additional insights section of the Insights panel (under Add cards to this page).

If cards have already been added to the worksheet, the Configure button isn't displayed. In this case, click the cog icon to the right of the Additional insights heading.

The Cards panel displays on the right side of the screen.
Double-click the Text tile in the Cards panel, or drag it into a Drag here to re-order or add more cards section.

The text card displays in the Additional insights section of the Insights panel.

Configure a text card

On the text card, click Configure text.
The Card designer screen displays.
Enter a title in the Title field.
The title will display at the top left of the card.
Optionally, enter a description in the Description field.
The description displays in a tooltip, when the user hovers their mouse pointer over the i icon at the top left corner of the card.
Optionally, select a link to a page from the Link to a page dropdown list.

Adding text and formatting a text card

Overwrite the placeholder in the card preview that reads Enter your text here.
Select a text style from the Text style drop-down list to format the text as: Heading 1, Heading 2, Heading 3, Normal, or Instructions.
Optionally, select how you want to align the text from the Text alignment dropdown list.
Optionally, select a color for the text from the Text color dropdown list.
Optionally, to display the card background or to remove it, toggle Display card background in Background. If you remove the background, you only see the text, and the tooltip if you move your cursor to the top left of the card.
Click Add.
The card will display in the Additional insights section of the Insights panel where you first added it.
Click Publish to publish your worksheet.

Add a grid card

Use a grid card to display data from a module in a grid.

This is useful for highlighting any important numerical data that you want end users to consume.

To add a grid card:

Open the worksheet in designer mode.
Click Configure in the Additional insights section of the Insights panel; under Add cards to this page.

If cards have already been added to the worksheet, the Configure button isn't displayed. In this case, click the Additional insights cog icon.

The Cards panel displays on the right side of the screen.
Double-click the Grid tile in the Cards panel, or drag it into the Drag here to re-order or add more cards section.

The grid card displays in the Additional insights section of the Insights panel.
Click Configure grid on the grid card.
Choose the view to display, and click Next.

A preview of the card displays in the center and right of the screen.
Optionally, configure a:

Title — this will display above the card. Avoid emojis, icons, or any other special characters in titles, as they may render inconsistently across browsers, and make text unreadable.
Description — if you enter text here, a blue 'i' icon displays on the published card. If a user hovers over this icon, the description text is displayed as a tooltip
Link to a page — when a user clicks the card, they will be taken to the page you specify.

Optionally, use the Permit editing toggle to enable end users to edit values. By default, end users can edit the values in a grid card on a worksheet.

Click Add when you're happy with the information you've entered.

Click Publish.

Add a chart card

Use a chart card to display data in a chart.

This is useful for creating visualizations of data sets, so that end users can quickly compare the relative sizes of data items.

You can create the following types of chart:

To add a chart card:

Open the worksheet in designer mode.
Click Configure in the Additional insights section of the Insights panel; under Add cards to this page.

If cards have already been added to the worksheet, the Configure button isn’t displayed. In this case, click the Additional insights cog icon.

The Cards panel displays on the right side of the screen.
In the Cards panel, double-click the Chart tile, or drag it into a Drag here to re-order or add more cards section.

The chart card displays in the Additional insights section of the Insights panel.
Click Configure chart on the chart card.
Choose the view that contains the data you want to display, and click Next.

A preview of the card displays in the center and right of the screen.
Optionally, configure a:

Title — this will display above the card. Avoid emojis, icons, or any other special characters in titles, as they may render inconsistently across browsers, and make text unreadable.
Description — if you enter text here, a blue 'i' icon displays on the published card. If a user hovers over this icon, the description text is displayed as a tooltip.
Link to a page — when a user clicks the card, they will be taken to the page you specify.

From the Chart type dropdown menu, choose the type of chart you want to create.

From the further options dropdown menus, choose how you want the chart to look and behave.

You can configure the following options. You'll see different options depending on the chart type you've chosen.

Series — choose how you want each series on the graph to display. A series is a set of data, which would be represented by a line on a line chart, or a set of columns on a column chart. You can choose the colour for each series, and if you are creating a combination chart, the chart type.
If you create a combination chart with two or more series as a column, bar, or area chart, it activates the Column stacking dropdown. This contains the following options for presenting your data. Choose:
- Clustered, to stack the data items for a series within parallel bars or columns. This is useful for quickly seeing which values are highest and lowest within a series. If used with an area chart, this option displays translucent, overlapping area charts.
- Stacked, to stack the data items for a series within one column, bar, or area. This is useful for seeing differences between values at a glance.
- Percentage, to stack the data items for a series within one column, bar, or area, with the size of each data item determined by the percentage it represents within the 0-100 scale on the y-axis. This is useful for understanding the composition of an overall value.

Axis — enter some optional text to display next to the vertical or horizontal axis. You can't display axis information on a pie chart.
Labels —choose where you want the legend to display, and whether you want data labels on or off. Data labels help end users to identify the exact values that points on the chart represent.

Click Add > Publish when you’re happy with the information you’ve entered

Add a KPI card

Use a KPI card to display the value in the first cell of a grid.

This is useful if you want to emphasize a particular value, for example, the total units sold within a specific timeframe.

To add a KPI card:

Open the worksheet, in designer mode.
Click Configure in the Additional insights section of the Insights panel; under Add cards to this page.

If cards have already been added to the page, the Configure button isn’t displayed. In this case, click the Additional insights cog icon.

The Cards panel displays on the right of the screen.
In the Cards panel, double-click the KPI tile, or drag it into a Drag here to re-order or add more cards section.

The KPI card displays in the Additional insights section of the Insights panel.
Click Configure KPI on the KPI card.
Choose the view which contains the value you want to display, and click Next.

A preview of the card displays in the center of the screen.
Optionally, configure the following options:

Title — this will display above the card. Avoid emojis, icons, or any other special characters in titles, as they may render inconsistently across browsers, and make text unreadable.
Description — if you enter text here, a blue 'i' icon displays on the published card. If a user hovers over this icon, the description text is displayed as a tooltip.
Link to a page — when a user clicks the card, they will be taken to the page you specify.
Text Style

Click Add when you're happy with the information you've entered.

Click Publish.

Add an image card

Image cards are especially useful for helping users see a visual identifier of an item. For example, you can use an image to identify office locations, products, or different employees in your company.

You can include multiple image cards on a worksheet.

Adding an image card to a worksheet is a two step process: first, get your data ready; then, publish your Image card.

Image cards reference URLs stored in a line item in Classic Anaplan. To find out how to create the line item in Classic Anaplan, see Add Images to Dashboards.

Get your data ready

Open the worksheet in designer mode.
Click Configure in the Additional insights section of the Insights panel; under Add cards to this page.

If cards have already been added to the page, the Configure button isn’t displayed. In this case, click the Additional insights cog icon.

The Cards panel displays on the right of the screen.
In the Cards panel, double-click the Image tile, or drag it into the Additional Insights panel.

The image card displays in the Additional Insights panel.
Click Configure image on the image card.
Choose the view you saved in Classic Anaplan that contains the URLs of the images to display.
You can use the Find field if you need to search for a view.
Select a line item.
The image and the Image URL display in Card designer.The display updates if you change your selection.

If you have more than one URL linked to a line item, a context selector will display on the top right corner of the preview panel. The context selector shows the display names. Card designer will show a notification message if you select a display name that is not linked to an image URL.
Click Next to choose your publication settings.

Publish your image card

Optionally, configure a:
- Title — this will display above the card. Avoid icons, emojis, or any other special characters in titles, as they may render inconsistently across browsers, and make text unreadable.
- Description — if you enter text here, a blue 'i' icon displays on the published card. If a user hovers over this icon, the description text is displayed.
- Link to a page —when a user clicks the card, they will be taken to the page you specify.
To configure a context selector on an image card, click the cog wheel next to it. You can choose one of these options:
- sync the selector with a page
- select an option from Show on card. The options offer different ways to display the context selector on an image card:
Off: the context selector doesn't display on the card.

Label:choose an option from the context selector as the image card label.

Selector: includes the context selector in the image card.
Click Add to add the image card to your worksheet.
This opens the Worksheet designer panel. If you added more than one card, you can drag and drop the positions of the cards in the Additional Insights panel.
Click Publish when you're happy with the information you've entered to publish your board.

Add an action card

Use an action card to create a process for users to complete.

To create an action card, your model must have items grouped into action types. The action types are imports, exports, and processes. A task is a set of actions that together complete a specific data process.

For example, an action card can contain the steps you need to follow to complete a business process. The process involves the import of sales data into your model from a point-of-sale system.
You need to import data and then process it so that the data appears in your modules. This requires two action buttons; one to import and one to process the data. The page builder, creates two action buttons: Import sales data, and Process sales data. End users click the Import sales data button to import data and then click the Process sales data button to process the data and display it instantly on the worksheet.

To add an action card:

Open your worksheet in designer mode.
In the Additional insights panel, under Add cards to this page, click Configure.
If cards have already been added to the worksheet, the Configure button won't display. In this case, click the Additional insights cog icon.
The Cards panel displays on the right of the screen.
Double-click the Action tile, or drag and drop it into the Additional insights panel.
Configure action displays in the Additional insights panel.
To configure your actions, click Configure action.
The Card designer dialog displays.
Optionally, in the left panel, enter a title in the Title bar.
Optionally, write a description in the Description field and select an option from the Link to a page drop-down list.
Under Select actions, choose the item you want to display first in the action card. To choose the item, expand any drop-down lists and switch the toggle by the item to green. Repeat this action if you want to add another item to the action card.
The items will display on the card in the order you select them. If you have many actions on a card, you can scroll down the card to see each action.
Optionally, to reorder the action items in the action card, hover your cursor over the top middle of each item. Then drag and drop the item within the card.
Click Publish.

Publishing an Action card

To publish an action card:

Once you are happy with your action card, click Publish.
The card will display in the Additional insights panel.
You can continue designing or editing the worksheet.
To publish the whole worksheet, click Publish again.
The Action card will display on the published worksheet.

Expand a card

You can expand a card from the Insights Panel, to make it fill either the bottom-half, or the full width of a worksheet.

This is useful if, for example, you have a grid card with more detail than can be seen within the Insights Panel.

To expand a card:

Click the diagonal arrow, to the left of the card title. The expanded card will display in the bottom-half of the worksheet, under the primary grid.
Click the up arrow, to the left of the expanded card title. The expanded card will replace the primary grid, which is now hidden.

Collapse an expanded card

You can collapse an expanded card, to restore the primary grid to either the top-half, or the full width of a worksheet.

To collapse an expanded card:

If the expanded card has replaced the primary grid, then click the down arrow, to the left of the expanded card title. The primary grid will display in the top-half of the worksheet, above the expanded card in the bottom-half.
If the expanded card displays on the bottom-half of the worksheet, then click X in the top-right of the expanded card. The primary grid will display along the full width of the worksheet.

Edit a card

Edit a card to change its source view, and any of its properties.

To edit a card:

Open the worksheet, in designer mode.
Hover over the card you want to edit, and click the pencil icon in the top right corner.

The Card designer dialog displays. For detailed information about what you can change for each card type, see:

Add a text card
Add a grid card
Add a chart card
Add a KPI card
Add an image card
Add an action card

Remove a card

Removing a card from a page doesn’t remove it from the card template library.

To remove a card:

Open the worksheet, in designer mode.
Hover over the card you want to remove, and click the ellipsis (…) in the top right corner.
Click Delete.

Save a card to the template library

You can save a card that's been added to the worksheet as a template, so that it can be used on other pages.

Cards can only be used within the same app.

To save a card to the card template library:

Open the worksheet, in designer mode.
Hover over the card you want to save, and click the ellipsis (...).
Click Save card as template. The Save card as template dialog is displayed.
In the Name field, enter a name for the card template. Avoid icons, emojis, or any other special characters in names, as they may render inconsistently, and make text unreadable.
Click Save.