Filtered Summary View based on the presence of a list member

sosunkwo

Hello, 

 

I'm stuck on the logic to create a filtered summary view.

 

I have a table A, but now want to create a filtered table B (which is a list of only the cost centers & Worker Type combination with a Large Group Size (i.e. Headcount total of 21 & above across all Work Groups.)

 

So in the image below: The summary view (table displays the cost center with a total headcount of 21 & above, and then for that cost center, the table displays only the work groups that are contributing to that total for a given Worker Type.

 

*Work Groups, Worker Type, and Group SIze are list-formatted line items.

 

 

Thank you.

ManjunathKN

Hi @sosunkwo 

 

Please find the below solution, hope it helps.

you can filter the the view by filter line item.

Thanks,
Manjunath

sosunkwo

@ManjunathKN Your solution solved it. Thank you!

rob_marshall

@sosunkwo 

 

Glad @ManjunathKN got this working for you...Another way that is a bit more scalable would be following this video:

https://community.anaplan.com/t5/On-Demand-Courses/Working-with-Ranges-Tiers-or-Bands/ta-p/63734

 

as well as this article by @JaredDolich :  https://community.anaplan.com/t5/How-To/Planning-Sales-or-Invoices-Using-Tier-Pricing/ta-p/60614

 

Rob

ManjunathKN

@rob_marshall 

 

Yes, I was having this in my mind but I saw the number of "conditions" are less. so, I thought instead of creating a system module for only 3 conditions it is better to go with 3(condition) nested if.

Please advise that is it good to completely avoid if else in such situation?

Thanks,
Manjunath

rob_marshall

@ManjunathKN 

 

All good...In my eyes, you can never see what the future holds, but if it will always stay at 3, nested IF could be the way to go.  But if there is a chance it could grow, then the teiring method would be best.