Period Context selector in dashboard with custom user filter

sshanbh0 · 2023-01-20T09:29:02+00:00

There was an error rendering this rich post.

Hi I have a dashboard with Period dropdown in context selector. I also have custom user filters in the dashboard. The period dropdown shows quarters and Full Year as selectable. The quarter selection is redundant as the grid shows all quarters for a selected year. However I'm told the quarter selection from the dropdown in context selector cannot be unselected due to use of custom filters in the dashboard. That this is a limitation of Anaplan dashboard. Please can you confirm if so, and if there is workaround.

Accepted answers

All comments

Yogitaa

Can you please share some snip/screenshots to explain your question. This will help me to provide better solution or suggest work around if any.

Erinajoseph

It sounds like you have a dashboard with a period dropdown in the context selector that allows users to select quarters and a full year, and that the grid on the dashboard shows data for all quarters when a year is selected. However, you have also been told that it is not possible to remove the quarter selection from the context selector dropdown due to the use of custom filters in the dashboard, and that this is a limitation of the Anaplan platform.

I can confirm that Anaplan does have the capability to allow users to filter data using custom filters and context selectors, and there may be limitations to how the filters and selectors can interact with each other. However, without more information about the specific configuration of your dashboard, it is difficult to say whether this is a limitation of the platform or if there is a workaround that can be implemented.

It is possible that the limitation can be overcome by creating a custom filter that only allows the full year to be selected. This can be done by creating a calculated list with only the full year and using that in the filter. Another option is to use a script to control the behavior of the context selector based on the custom filter selection, this would require knowledge of Anaplan's scripting language, and the Anaplan platform.

It's worth reaching out to Anaplan support or a Anaplan consultant to get a more accurate answer on the specific case, and if there's a way to overcome this limitation.

ryan_kohn

@sshanbh0 A screenshot or series of screenshots will go a long way here. It would also be good to know if you are using the Classic UI or the New UX.

@Erinajoseph has brought up some great points, but hard to provide an answer without more information.

Quick Links

Can you help?

Unanswered questions

Request for Workflow Design: End-User Report Finalization & Stakeholder Notification with Version Co
Hi everyone, I'm looking to design a workflow and would appreciate your input or guidance on how to set this up effectively in Anaplan. So, the goal is: Once end users complete their data input, they should be able to trigger a process that: Notifies stakeholders via email with a link to a report. The report includes: A…
OAUTH 2.0 vs Google Sheets Extension
Hi, My org is looking to explore leveraging Google Apps script to extract data out of Anaplan and update already built templates in Google Sheets. We use the Anaplan Extension currently but find it crashes often with the amount of tabs, data, etc. Has anyone used both Anaplan OAUTH 2.0 API and Goolge Apps Script to write…
Exports with anaplan using informatica connector
I'm trying to execute an Action to export data with the use of a Mapping in Informatica. But it gives us null rows .If we export directly from Anaplan , the export file has all the rows filled. Both exports have same number of rows but in the informatica export the values appear as blank. This issue is with only some…