Dynamically filtering the line items columns in a dashboard table

alexpavel
alexpavel
in User Experience

Hi all,

 

I have this issue: I need to create a filter to show dynamically the columns of a table in a dashboard.

 

I always did this using the “Line items subsets”, creating a separate module with a boolean flag and use the boolean flag in the dashboard as filter on “Line items” tab.

 

The only issue is that the “Line Item subsets” works only for numeric formatted line items…but the challenge is to create a system also valid for non-numeric line items ( lists, texts, etc).

 

Does anybody have any idea ?

 

Thanks

Alex

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Answers

  • PaulRitner
    PaulRitner

    Hi,

     

    I'm in the same boat as you and would love to see this improved... not just for purposes of filtering, but also, for example, so I can render a full list of line items in a line item subset (especially No Data Heading line items... like in a P&L or Balance Sheet).  (At present, I work around this issue by formatting my headers as numeric and then format the number so that zeroes render as blanks).

  • alexpavel
    alexpavel
    Hi Paul.
    Thanks for your answer.
    Nice trick about the "No data heading" line items. I just used it.. :).

    I received from Anaplan support the answer that opening the "Line item subsets" to non-numeric line-items was added as RFE ( request fro enhancement).

    If anybody agrees on that please inform the support!

    Will see and hope.. 🙂
  • ramonito
    ramonito

    I hope I am not too late, I greatly support this 😀

    Spread the love and humanity

  • ryan_kohn
    ryan_kohn

    There is a related idea on the Idea Exchange. Please kudo and subcribe!

    https://community.anaplan.com/discussion/34484/allow-for-line-item-subset-to-be-more-than-just-number-formatted

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