How I Built It Dashboard Filter using Line Item Subset
Hello Anaplanner Community! I’m excited to participate in this new Community ‘How I Built It’ video series with a tutorial on dashboard filtering using line item subset (LIS).
This video represents one of the functions of LIS, and how can we use the LIS to apply a filter on a dashboard. This filter helps to build a filter function that a client would want to have in the dashboard which will help them to toggle between volume and price information.
The advantages are:
- It shows both volume and price on a single dashboard with minimum development. This way users can see more within one dashboard screen.
- It works well with concurrent users, so multiple users can be logged in and can have their own selection to see the data.
- It auto-refreshes the dashboard (grid and chart) without using the page refresh button.
Check it out, and let me know if this is a technique you have used. Leave a comment!
Community Manager note: In our new “How I Built It” series, we showcase the incredible talent in the Anaplan ecosystem! From technical content that will help you navigate common challenges, to insights into creative solutions — these videos will offer a peek into how your peers do their jobs. Check out additional How I Built It tutorials:
About the author:
Soumya Bhattacharya is a Technology Consultant at an MNC, and a Certified Master Anaplanner. Soumya has around 5 years of experience using Anaplan and enjoys working across planning landscapes. He is currently focused on supply chain clients helping them by building different solutions to solve new and complex business use cases.
Very cool solution! Nice work @SoumyaBhattacharyaMA!
Note that line item subsets only work with number-formatted line items, so this approach can only be used to toggle between different numerical values. Still very useful and user-friendly!3
@SoumyaBhattacharyaMA Nice Work,
Another restriction additionally to what @ryan_kohn mentioned is converting to text formatted line items. It is required to show for %age values. You cannot put filter on text formatted line items. so I had put a idea in Idea exchange to have a suffix/prefix for number formatted line items in UX so that we can use these kind of filtering to them.
Ex: %age values we get in decimals in number formatted line item, we can multiply by 100 and use these kind LIS filtering to even display %age values.
@ManjunathKN It is not required to convert a number to text to display it as a percentage. You can set the number format to be a percentage in the line item settings.1
@ryan_kohn I don't think that's possible when using LISS, Lets say LISS has 2 line items in source module value and Growth%. And in target module you have used this LISS with new line items. In that case you have to convert to text as a workaround to display %age values.
If you are using additional LISS filtering from target module to filter Line items for specific time periods/quarters then conversion of text is not possible.0
@ryan_kohn unfortunately there is no format option for LISS yet in Anaplan to format to %. which presently in idea exchange forum, you can upvote.
@ManjunathKN Thanks for the clarification!
I don't believe this applies to what @SoumyaBhattacharyaMA build, since the LISS is only used for the filtering logic and not the display of the data. The display of the data comes from the OUT01 module, which is the underlying module and the line items can be formatted as desired (provided they are Number-formatted of course).0
I never said it belongs to Soumya's build. obviously, I would have mentioned his modules or some screenshots if I was specifically talking about his build. In general, I was telling about LISS filtering restriction due to unavailability of line item subset formatting. I think I mentioned about converting to text when it is required to show %age value. Apologies, if it conveyed otherwise.0
@SoumyaBhattacharyaMA Nicely done Shomu!!1
Thank you @ryan_kohn for appreciating. LIS is really one of the fundamental feature I really like about Anaplan. Usefull indeed.0
Thank you @Misbah, this was one of first thing you have taught me. Line-Item subsets.0
A really simple & elegant solution @SoumyaBhattacharyaMA Thanks for sharing!!1
Thanks @devrathahuja for appreciating it.0