Different Timescale/Version View

Hello All,

I would like to create a reporting module as follows (in the screenshot). Is it possible to have a view like the screenshot attached? Please note I have versions in the model and timescale as well.

Versions: Actual, Forecast, Budget

20 Actual, 21 Budget, 21 Actual this should be in sequence as per the report. Would like to get a thought process/idea on the same. Appreciate your response.

Thanks,

Aish

Accepted answers

All comments

ShivankurSharma

Hi @aishabhy05

Try creating a filter line with Boolean format according to the requirement, adjust your saved view according to the desired format, and apply the filter to the view. This should help to get you the output.

Thanks!

aishabhy05

How to get Apr 20(Actuals), Apr 21 (Budget) , Apr 21(Actual) using the filter in the same sequence?

actual and budget are versions.

ChrisAHeathcote

@aishabhy05

Open the pivot opens in the board designer and nest the time and version in columns with your line items in rows.

Layer version first and place time above to achieve the view you are looking for.

Javvaji45

Using the pivot option to change the Dimension -put it Versions and time as well required dimension in columns and save the view - then you can publish on the dashboard.

We can change the same thing in dashboard also change the dimensions in the dashboard itself

aishabhy05

@ChrisAHeathcote If I use pivot view by having version first how will I get for Result Version Apr 18, Apr 19 Budget Version, 20 Apr Forecast Version in sequence? The year should be in Sequence for the same month.

I tried another view by time followed by version. Still not able to achieve. Any leads, please?

Thanks,

Aish

aishabhy05

@Javvaji45 If i use saved view then will it not be fixed if I move on to next year? I want it to be dynamice, not as fixed view.

Javvaji45

we can use the view to update every year - when you change the pivot you should save the view - or else it will become previous state
Not a (Savedveiw)

Quick Links

Can you help?

Unanswered questions

import monthly data with months in columns
is there a way to import data with months in columns (usual excel table view)? I have to transform the data so there are rows to cover each period in the upload data form, but I am wondering if there is a better way to just import the data as is with the months in the columns. please let me know what you think. thank you,
Cloudworks Big Query Integration Fail
Hello, I am receiving an 'Anaplan Upload Failed' Status Description when testing my integration with a Big Query dataset. The integration imports data from BQ to our Anaplan model. No other details given in the error log. I suspect that Cloudworks is not even picking up the file but am not sure what we did wrong on the set…
Looking for Anaplan End-Users to take a short survey!
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…