How can I add a drop down list that allows end user to filter data in grid?

wjackm

I have a headcount dashboard with grid that shows employee name, team, region, level, etc. The end user will validate the information in the dashboard so I want to give them the option to filter different columns to search for specific fields (employee name, team, region, level, etc.).

 

I have created a card that links to a module where I've created the line items I'd like to show filters for. However, when I select a drop down from the card I've created it doesn't filter the data in the grid. I'm thinking that I may have missed a step linking the card with the filters and the grid or that I'm missing something on the module that is populating the grid, but I haven't been able to find any info on this.

 

I've attached screenshots of the filters module, filter card configuration, and the grid and filters UX. Any help would be greatly appreciated.

Grid_and_Filters_UX_144936.png

Filters_Module_144936.png

Filters_Card_Configuration_144936.png

ryan_kohn

Here is an article on how to set up filters based on the current user: https://community.anaplan.com/t5/How-To/Increase-end-user-adoption-with-smart-filters/ta-p/42821. The article was written for the Classic UI, but the same concepts apply.

 

This approach is in line with Planual best practice 4.03-05.