What is the cleanest way of resetting filters on in a page in Anaplan?
Is there a way of defaulting the filters to show the total level?
Thanks.
Hi @SKanaplanner123
Resetting the filter need additional extra line item with "no data" you can create in the same module and just create an Import action where you want to reset.
for the 2nd question, I don't think so, we can drive with the formula as to keep always top level in the filter, but in selection we can't make it, and as soon as we click on the filter selection, the top level only be visible in the very beginning.
Hope this helps!.
There are reset buttons on UX pages.
Hi @seymatas1 the reset button you are referring is for context selectors, is there a possibility to reset the filters which we publish on the card? by using that reset button?
Hello, To reset filters cleanly in Anaplan, use the “Remove all filters” option on the grid or worksheet view. For defaulting to the total level, configure a saved view with filters set to show top-level items, then publish that view to the page. This ensures consistency across users. Bible App Best regards, Thomas Henry
One clean approach is to use a saved view with the filters set to the total level and then have users reset back to that view when needed. In practice, managing filters in Anaplan can feel a bit like draw climber, simple on the surface, but you often need to redraw or reconfigure things to get the exact behavior you want. Using saved views or dashboard actions is usually the most reliable way to “reset” filters without confusing users.
I wanted to check if others are facing this specification difference between Grid Card in Additional Insight. When created using a Saved View, the Quick Sum bar feature does not work, but when created using the module directly, the Quick Sum bar works.
Does anyone have any documentation on the trade-offs of having 1 model for all components of planning (service revenue, product revenue, labour planning), vs multiple models 1 for each and a consolidation model to tie it all together?
A quick reminder of the Bulk Copy functionality. Bulk Copy allows you copy large volumes of data from one slice of a model to another in a single, optimised operation, instead of using formulas or imports. Use case: copy a version (RF1) into a prior year version (PY RF1) using a versions list to allow for year-on-year…