how can we decide the order of data while displaying them in grid in a reporting slide
so if I want to compare line item values for A,B,C,D,E but i select them in order of BCDAE for displaying in grid in the management reporting slide feature of Anaplan. How can that be worked out?
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Answers
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@salil16 Follow steps below
- In the card configuration, click on the module (highlighted in yellow)
2. Step 1 should open up the module view below. Then on the far right click on the item highlighted in yellow which will provide you a dropdown selection. select line items
3. Step 2 should open up the Reorder slide bar below. Drag and drop the line items to the position that you want
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@salil16 so to clarify do you want each user to be able to order it in their preferred sequence? E.g. user 1 ABCDE, user 2 EBDCA, etc? If yes, then you'd have to include a user dimension for that and the way you can implement it by adding a line item for sequencing, E=1, B=2, etc … and then apply a sort against the sequencing line item
Or if it's going to be a global sorting sequence, all users will see it in that order. You 2 options:
- The user will need to have page builder access to modify the sequence themselves
- Or you can have configuration module that provides a sequencing configuration and then apply that as sort
If it's none of the above, please provide more details on the requirement
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Salil, This is possible in Board/Worksheet View. Users can go to the Show/ Hide (eye icon), and re-arrange/ reorder/ show/ hide the line item the way they want.
Workaround: I understand you wanted this in Management Report. In Reports, you can give a static view and same view can be built in Board page. In your Report give a link to that Board page. So if user want to rearrange line items, they go to the Board View and do the needful.
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