For a client we're facing issues with user dependency whilst filtering on the dashboards in Anaplan. We're using a Module with 10+ List-formatted line items to let an end-user select different combination of filters. However when multiple users are using the same dashboard which is based on one module/dataset their actions interfere with one another.
In an ideal situation we would add a List based on the users but due to workspace limitations this is not a feasible solution. Implementing more properties that are now being used as filters in the hierarchies is as well very tough as these are not hierarchical and adding them all to the dimensions would **** up the workspace.
To achieve concurrent planning we're thinking about splitting their Customer Hierarchy into different subsets and then duplicate the modules & dashboards for each specific user. In order to keep the maintenance work manageable I was hoping to use Line Item Subsets to duplicate the filter & datamodules, however the LIS are only supported with simple sum subtotals.
My question is twofold:
- Has anybody encountered a similar problem regarding the concurrent planning with filtering through a module?
- Are there any known workarounds for the Line Item Subsets with different summary methods?
Any help is much appreciated.