Filtering with nested dimension

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Hi Anaplan community,

I need help setting up a filtered view to only display list items with value in any of the time periods in the selected Fiscal Year. And by any, I mean Q1 or Q2 or Q3 or Q4 or FY. Because for a line iten such as Headcount - there could be a value in Q1, but the corresponding FY has a zero value (because the summary is set as closing balance.

My starting point

My Desired view

Answers

  • Hi @sosunkwo you can apply the filter on each line item at FY23>0 condition. Make Show items that match the following as ANY.

    Starting Point:

    Filter:

    Desired View:

    Similarly you can do this at more dimensions as well but make sure summary is ON for the line items and apply the filter at top level of each dimensions.

    Cheers!