add new item to an existing dashboard

MartinBx2019
MartinBx2019
in Integrations and extensibility

hello. 

dear anaplan community.

I am new here. 

 

I would need help with adding new items to an existing dashboard. 

anybody who can help?

 

thank you.

 

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Answers

  • Misbah
    Misbah

    @MartinBx2019 

     

    Welcome to the Community. Do you mean to say how to make changes to the existing dashboard? If so,

     

    First you have to be workspace admin to make the change

    Let's say if you are a workspace admin then make sure model is not in deployed mode.

    If both the conditions satisfy then

    Go to Dashboards-> Edit on Top Right Corner and Dashboard designer mode will be open, you can make changes in this mode and once done save and exit. But if you wish to publish module or charts you have to go back to the module->View->Publish 

     

    Misbah

     

     

  • MartinBx2019
    MartinBx2019

    hi mibash.

     

    thank you.

    I will try.

     

    generally, how to learn all those things?

     

  • MartinBx2019
    MartinBx2019

    OK, I found the edit button. 

     

    what exactly is needed, is to edit an existing dashboard.

     

    1) I coped an existing view and renamed it

    2) then I changed the output format of this renamed view to text, so it can be used as a file for QLIK sense. 

    3) I need to add a button to the dashboard to run this action.

     

    so this is the case. 

     

  • Misbah
    Misbah

    @MartinBx2019 

     

    Assuming you are a Workspace Admin

     

    Click on this icon and it will display Edit option for you

    Misbah_0-1600927960351.png

     

    Misbah_1-1600928002049.png

     

  • MartinBx2019
    MartinBx2019

    Yes thank you, I found the edit button. 

     

    what exactly is needed, is to edit an existing dashboard.

     

    1) I coped an existing view and renamed it

    2) then I changed the output format of this renamed view to text, so it can be used as a file for QLIK sense. 

    3) I need to add a button to the dashboard to run this action.

     

    so this is the case. 

  • Misbah
    Misbah

    @MartinBx2019 

     

    I would recommend you to take trainings that are available for free on Anaplan Learning Academy. Start with Level 1 and then you can proceed to Level 2 and Level 3. 

     

    Login to Academy.anaplan.com with same credentials that you are using to login to community and search for Level 1.

     

    Let me know if you need more help on this

    Misbah

  • MartinBx2019
    MartinBx2019

    hi Mibash, yes, I know about this, but this can take much time to complete, so I learn something.

    I am assigned on a task and have to solve it in few days,. 

  • MartinBx2019
    MartinBx2019

     

    what do you exactly mean?

  • MartinBx2019
    MartinBx2019

    OK, WE DID IT.

    NOW I have to make it alone several times, so I understand and learn.

  • MartinBx2019
    MartinBx2019

    thank you 😂

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