Need Help on Filtering Data

Kamal

I have a module containing multiple line items. One of the line item is "org code" with format "Text". I need to filter data based on the values in this line item. "Org code" is actually representing organizations under a department. One department can have multiple org codes. As an example, I am attaching a screen print showing some of the line items of this module.

 

For the sake of understanding, let's say there are 2 type of org codes -

a.) Normal org codes - Having just the numbers in them e.g. 664401010.

b.) Input org codes - They end with "_Input". e.g.  H1_Input

 

While selecting any department, I should be able to see org codes under it. There are 3 possible scenarios which I have to handle.

 

Scenario1-

Here I have taken some sample values of Org codes.

664401010

660401010

680436001

615401002

In this case, all the values should appear.

 

Scenario2-

 

In this case, I have taken following 5 sample values of "org code".

 

664401010

660401010

680436001

615401002

N1_Input

In this case, I want filters to show all the values except for "N1_Input".

 

Scenario3-

 

In this case, I have taken following 4 sample values of "org code".

 

N1_Input

N2_Input

N3_Input

H1_Input

In this case, all of the above values should appear.

 

Basically, the ask here is whenever there are normal org codes then show all of them and whenever we have both i.e. normal as well as Input org codes then only show normal org codes and when we just have Input org codes

then we should show all the Input org codes.

 

kavinkumar

HI @Kamal,

Interesting post!! Kudos for bringing this in Community.

Here is my approach to achieve this solution.

Step 1: Create 3 line items as below shot.

 

 

Step 2: You can follow the formula based on the above SS. Note: For Dep selection I am using different Module.

 

Scenarios check,

Without filter

 

After selecting D5,

 

After selecting D1,

 

After selecting D3,

 

I hope you would get some clear idea how to work this out. You can merge the formula and reduce the line item but as Experts says we go with our Planual way!!! 🙂

Thanks and Regards,

Kavin.

usman.zia

Hi @Kamal 

 

Thanks for providing all the scenarios this is great!

If all the scenarios need to be filtered separately you could create a boolean formatted line item for each scenario.

Then define a rule which determines whether that code should be included in that scenario filter. 

For example for scenario 1

You would need to need to count the characters using the formula - https://help.anaplan.com/anapedia/Content/Calculation_Functions/All/LENGTH.html and then say if it greater than or equal to 9 then true.

For scenario 2

you could use the find formula to find the term 'Input' 

https://help.anaplan.com/anapedia/Content/Calculation_Functions/All/FIND.html?_ga=2.124245455.473078516.1564387722-636186280.1545216924 then if it finds it determine it as a False.

 

For scenario 3 same as 2 but True.

 

Then you would filter on the particular scenario line item. 

 

I hope this helps! 

 

If you need any further explanation please let me know.

 

Thanks,

 

Usman

 

VIGNESH.M

Hi Kamal,

 

Try this,

Apply the filter based on FILTER? Line item.

I hope I answered your question.

 

Thanks,

Vignesh M

Ronak

Hi Kamal,
Usman has given a good solution , but just to give a alternative for 1st part where you want to filter out number only.
You can create a new line item with number as format.
in that line item , Put formulas as :
Value(org code) , so wherever there are number in org code , it will get displayed in new line item and text will come as "NaN"
Now you can reference it in the last boolean filter where you want to filter out the respective data.

Hope it helps!!
Ronak

Misbah

Hi Kavin,

 

I liked the way you have provided the solution to the member. I think it can be done multiple ways but your solution can be applied in most of the cases.

 

Kudos!!