Need to set a particular list item as default in Dashboard, other than ALL

ibg1989 · 2023-02-02T06:00:26+00:00

There was an error rendering this rich post.

ibg1989

Hello Everyone,

I have Flat List by name: ABC, This list i have selected in a Module:1. This Module1 i have published on classic DB.

The list contains list items 1,2,3 and ALL.

Requirement: I want to set 1 as default list item on DB, whenever any user opens this DB they should see the default as 1 as the list item. But in present scenario whenever any user opens the DB they can see the list item which was selected by last user and not 1.

Let me know if there is any workaround

Accepted answers

All comments

ramonito

Hello ibg1989, have you tried doing this in the dashboard?

Also, try to remove synchronizations if any that is related to the list you are using.

ibg1989

Hello @ramonito,

Thanks for your reply; Let me reframe the requirement

In the below shown list, I want to see the first list item highlighted in yellow(Not Started?) as default while opening the dashboard.

Please refer below image

I have referred that module in dashboard with List as "Tenure".

In this Module the List item should show default as "Not Started?"

Whenever the User opens the dashboard named "1.Target Review".

But presently the dashboard shows the user last selected List item and not the default list item as "Not Started?.

AjayM

Hi,

Without an additional click, we can't reset a lineitem selection.

As you know, resetting the selection to first or any other list item would impact underlying calculations everytime, even if it were possible. I am interested to know the purpose of this requirement.

A small workaround that involves additional click but comes with a benefit of identifying the previous selected tenure item until it's overwritten:

Define a lineitem in SYS module where you identify first item or desired default item from the Tenure list
In the 'Tenure TEST' module, create one boolean lineitem ('Overwrite') & one tenure selection lineitem for user and one final lineitem
Final line item formula shall retrieve desired default item from step1, if boolean lineitem is OFF
Create an action to reset 'Overwrite' lineitem in step2 to FALSE and publish this action on the dashboard ('Data Write' action could replace this in NUX)
User will have to click this reset button everytime the dashboard is opened
User will have to enable 'Overwrite' lineitem and change the tenure, in case needed
Steps 4 and 5 can be skipped if we ask user to uncheck overwrite boolean everytime the dashboard is opened

Cheers!

Sherrieward

To set a particular list item as default in Dashboard:

Open the Dashboard settings and find the list that you want to set as default.

Select the item that you want to set as default.

Save the changes to the settings.

Refresh the Dashboard page to see the changes.

Try this steps if this will not work then the exact steps may vary depending on the platform or tool you are using for your Dashboard.

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…
Generating Failure Dump - even though no warnings/error in Actions
I've few actions in our Supply model which when run takes some time on the "generating failure dump" step at the end of the action even though the import is a full success without warning or errors. This is just a few seconds when run for a single action, however we have a process with 120 actions, and most of these…
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…