How to create a user specific filter, where user selects a particular year, and only those quarters of year selected should be visible?
How I Built It: Dynamic month, quarter, and year filter — Anaplan Community
Hope it helps.
@Create on user filter module
After create another module(dimensions should match with the data module you want to show + it should have user module) change time scale to Quarters and create 3 line items (one is the data you want to show and other line items to create the filter)
Hope this helps .
Note if you are using User dimension you must use user dimension in the data module to create filter based on the user.
@lokeshm - We do not need the user dimension in the data module. It only needs to be present in the filter module & it'll auto apply for the current user in the final/output module.
Hello folks, Does anyone know how to work around the Polaris limitation of using the Formula or Ratio summary method alongside the Closing Balance within the same line item? I have a Business Unit list where the total (All BUs) must display the Corporate (1 of 20 leaf items under All BUs total) number of Unique Customers.…
Has anyone found success using Anaplan XL with Polaris models in a shared drive with or without concurrent users? My team has experienced a variety of errors, login failures, etc. sometimes it works, sometimes it doesn't. We've been recommended to save and edit files locally, which helps but certainly with its limitations…
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
