Level 3. Account Review UX page

Gharbali
Gharbali
in Modeling

Hello,

I created a saved view from the actual module and created a UX page for Account Review. In the Module "Country" and "Segment" are subsidiary. I can't figure out how can I use them as a page selector in UX page. Please advise.

Screenshot_1-11-2024_17134_us1a.app.anaplan.com.jpeg

Screenshot_1-11-2024_17042_us1a.app.anaplan.com.jpeg

Thanks,

Best Answer

  • seymatas1
    seymatas1
    Answer ✓

    Hi @Gharbali,

    You can create user filters and use them as dropdown selectors.

    Your user filter selection module should look like this, just a simple module with list-dimensioned line items without any formulas.

    image.png

    In the SYS11 User Filter Selection module, line items like "Account Review - Country" and "Account Review - Segment" are published on the UX page.

    image.png

    As shown above, the SYS11 User Filter Selection module is referenced by other SYS modules that contain the actual user filters. There is also a lesson in the Level 3 training on how to set up user filters.

    Good luck with the training!

    Seyma 🌷🙂

Answers

  • Dikshant
    Dikshant

    Since Country & Segment are not the dimensions of this module and present as a line item, hence we cannot directly use them as page selectors. Instead we need to create filter like Seyma mentioned above.

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