Time filter for users on Dashboard.

saibandaru

I am trying to set up time filter in such a way a user must be able to select start month and end month OR

Every spring has 6 fiscal months or fall has 6 fiscal months

What would be best way to do and how ?

Accepted answers

leo_tadjudin_1

@saibandaru @harish_bk you could refer to Time Filters app available in Anaplan App Hub for your reference.

https://apphub.anaplan.com/time-filters-app.html

Hope it is helpful.

Thanks,

Leo

All comments

harish_bk

Hi Have line items as below

1) Time period formatted to have start month

2) Create end period with formula in lookup module

You lookup module should have the start and end period manually for all the periods (this is like maintenance module)

harish_bk

If you just need time filter like page selector, just create a dummy module name time selector, just swap time to page items and create a module.

Then adjust the column widths accordingly and publish to dashboard

saibandaru

Can you say some example . I have tried various formulas but not working as it should

User selects Fy18 on dashboard then the grid should be able to show FY18 and FY19.

May i know which formula & time scale to be used??

saibandaru

@harish_bk wrote:
Hi Have line items as below

1) Time period formatted to have start month
2) Create end period with formula in lookup module

You lookup module should have the start and end period manually for all the periods (this is like maintenance module)

Can you say some example . I have tried various formulas but not working as it should

User selects Fy18 on dashboard then the grid should be able to show FY18 and FY19.

May i know which formula & time scale to be used??

leo_tadjudin_1

@saibandaru @harish_bk you could refer to Time Filters app available in Anaplan App Hub for your reference.

https://apphub.anaplan.com/time-filters-app.html

Hope it is helpful.

Thanks,

Leo

lauren.levine

This may also be helpful. https://www.youtube.com/watch?v=xLXbZeyqmko&list=PLat1JW8TS3RlhZ2PF_vtoqeRBX7Jcy6JF&index=4

Quick Links

Can you help?

Unanswered questions

A reminder of Bulk Copy - Current year to Prior year version for YoY analysis
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…
AnaplanXL Difficulties
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…
Looking for Anaplan End-Users to take a short survey!
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.…