add new item to an existing dashboard

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Contributor

add new item to an existing dashboard

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.

 

11 REPLIES 11
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Master Anaplanner/Community Boss

Re: add new item to an existing dashboard

@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

 

 

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Contributor

Re: add new item to an existing dashboard

hi mibash.

 

thank you.

I will try.

 

generally, how to learn all those things?

 

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Contributor

Re: add new item to an existing dashboard

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. 

 

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Master Anaplanner/Community Boss

Re: add new item to an existing dashboard

@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

 

Highlighted
Contributor

Re: add new item to an existing dashboard

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. 

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Master Anaplanner/Community Boss

Re: add new item to an existing dashboard

@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

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Contributor

Re: add new item to an existing dashboard

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,. 

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Master Anaplanner/Community Boss

Re: add new item to an existing dashboard

@MartinBx2019 

 

I have DM'ed you. Check your inbox

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Contributor

Re: add new item to an existing dashboard

 

what do you exactly mean?