How I Built It: Effective filtering in Polaris
Author: James Sharrett is a Certified Master Anaplanner and Sr. Principal Architect at Anaplan.
Hi Anaplan Community,
In this ‘How I Built It’ tutorial, I dive into a common problem people run into with Polaris, and a general approach to designing efficient exports in both Polaris and Classic. There are limits on applying filters to nested views in Polaris that can often be exceeded when building export views. The way to address this applies to both building efficient exports in both Polaris and Classic.
Key points:
- Avoid build nested views and applying filters that must iterate over the transactional data.
- You don’t need to build WYSISYG views to get the desired export format.
Questions? Leave a comment!
Also — if you missed it — last fall there was an excellent event on Polaris use cases and best practices. A recording can be seen here.
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