How I Built It: Time and Version filters

Author: Stacey Gibbens is a Certified Master Anaplanner and Solution Architect, Financial Planning & Analysis at Globe Life.

Greetings, Anaplanners!

Today I’m excited to share my ‘How I Built It’ tutorial on minimizing import/export toaster time by utilizing time and version filters on source data saved views. In my video, I walk through:

  • What’s the problem?
  • Do you really need all that data?
  • Creating dynamic export views
  • In-model demo
  • Final tips and takeaways

For reference, I’ve included a PDF of the presentation and the mentioned excel document below the tutorial. In the video, I also reference the Time filters resource on Anapedia in the App Hub / Modeling Showcase, you can find that here.

Thanks for watching — leave a comment with questions or comments!

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