How I Built It: Time and Version filters

Stacey_Gibbens · 2025-01-22T18:54:27+00:00

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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.

https://play.vidyard.com/cyoCtkXECr1p2qoiPHZA15

OPEX Statement Details for Export.xlsx

Import Export Filters - Gibbens.pdf

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

Comments

Tiffany.Rice

Classic Stacey! By which of course I mean, very carefully considered and clearly articulated! It was also a good throwback reminder of the classic dashboards, ahhhh memories. Thanks @Stacey_Gibbens!

Stacey_Gibbens

Aww, thanks, @Tiffany.Rice!! That means a lot. :)

Ajasko

Thanks @Stacey_Gibbens this is wonderful.

seymatas1

Thanks for sharing, @Stacey_Gibbens! This is a well-structured video. I have added it to our CoE's model builder training curriculum.

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