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Building a User-Filtered Export from a Module with Multiple Selectors

MarianoC

Good morning everyone. I need to build a module export with some specific requirements: users can select a currency type (USD/Local), Salary Type (1 or 2), Nomina Type (1 or 2), and Version (Forecast, TS, Plan).

Currently, each of these filters is driven by an independent system module published in the NUX, each dimensioned by its corresponding list (Currency List, Salary Type List, Nomina Type List, and Version List).

The issue is that when the export runs, it pulls everything into Excel — ignoring the user's selections entirely. For example, if the user selected "Forecast," all three versions are exported anyway.

Has anyone built a user-filtered export like this? How did you handle it?

Accepted answers

Jake Epley

If you pivot all of your dimensions into rows except line items your grid export would mirroring Tabular Multiple Column but apply your filters (see below). If the data set with filters applied is significantly smaller it will process — if you are still looking at huge data this will not work.

If you have access to Anaplan's ADO product your options open up.

All comments

Jake Epley

Can you show the export configuration and saved view with filters? If you are using the tabular layouts, they do not respect filters. You can hack the pivot configuration if you need more than 3 dimensions in the rows.

MarianoC

Thanks for the quick response!

Unfortunately, Grid layout is not an option for us — our users need to integrate the exports directly with BigQuery and run reports from there, and the Grid layout makes that significantly harder.

So our available options are:

Tabular Multiple Column — this one is off the table entirely. When selected, it causes the model to hang and never completes the export.
Tabular Single Column — this is the only viable option at the moment. The saved view has the filters applied and they work perfectly within Anaplan. But when the export runs, the filters are ignored. For example, if the user selected "USD," the export brings down both USD and Local Currency into Excel.

MarianoC

@jepley However i´m open to suggestions if you have in mind a feasible workaround, unless it is with grid layout. The problem with that one is the pivot and format it brings to excel, but if there´s a way to reorder or change it, perhaps it works

Jake Epley

If you have access to Anaplan's ADO product your options open up.

MarianoC

This is amazing, it solves my doubt. Thank you so much!!

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