How to filter line items

Hi,

We have hierarchy type lists of Market Unit and Country Group (Market Unit is parent.) and Country Group list is specified as a dimension of a module. In the module, the line item 'B' is applied to Market Unit.('Applies to' of the line item 'A' is left default.)

In such a situation, if user selects one of the Country Group in the Page selector in the module, the line item 'A' only needs to be shown ('B' should be hidden.) When one of the Market Unit is selected, 'B' only needs to be.

How can we do this?

Best Regards,

Maki Yasuda

Accepted answers

myasuda

Hi,

Your advice is very helpful for me.
I also understand that 'Summary' settings is important for accurate calculation.

Thank you for your support!

Best regards,

Maki

All comments

Egor

Hi Maki,

I doubt that you can filter on line items depending on value of another line item, however in your case I would try this:

1) Create a line item to control for parent list items vs child list items.

Simly type "1" in formula field an it will automatically sum for parent items

2) Create a new line item ex. "Value to show" and write an IF formula so it would equal Line Item A for parent items and Line Item B for child items

See screenshots attached for details.

Screen_Shot_2017-05-08_at_15_7728.png

myasuda

Hi,

Thank you for your helpful advice and screenshots attached.

However, 'Applies to' column in blueprint of the line item 'B' is set to 'Market Unit'. On the other hand, one of 'A' is 'Country_Gourp' (left defalut). So IF formula you mentioned cannot be put because dimensions of 'A' and 'B' are different. Error message has been shown as the attached screenshot.

Thanks and regards,

Maki

screenshot_1_7745.png

Egor

Hi Maki,

Good point. In this case I would suggest creating a new line item (ex. Line Item B Drill Down) to bring line item B down to the default Applies to. Hope this will not significantly influence your model size.

The screenshots of the solution are in attachment. Note that Summary should be Max or Min or Average for "Line Item B Drill Down" and Formula for "Value to show".

Screen_Shot_2017-05-09_at_15_7751.png

myasuda

Hi,

Your advice is very helpful for me.
I also understand that 'Summary' settings is important for accurate calculation.

Thank you for your support!

Best regards,

Maki

Quick Links

Can you help?

Unanswered questions

Importing Ragged Hierarchies
Hello - I have a 2 level ragged hierarchy (yes, it's a chart of accounts), that for reporting purposes is used in 4 different models (yes, it's a P&L). What is the best way set this to allow one to be the "source of truth" and then import between the four models without creating actions that include ignores? It seems like…
Where can I find export file after running export process using machine task in a workflow?
I am testing export actions using workflow but its not generating any file when I am running the workflow, but the same process is generating export file when ran from the Actions→Process section. Is their any issue with the workflow functionality? Also, If I want to generate a file after completion of workflow and pull…
Automating Flat File Uploads to Anaplan Data Orchestrator (ADO) – Best Practices and Methods
Hello Anaplan Community, I am seeking guidance on the most effective ways to automatically upload flat files to Anaplan Data Orchestrator (ADO). Currently, our process involves loading flat files to an Anaplan Datahub using Anaplan APIs and custom Python scripting. With Anaplan Data Orchestrator's capabilities for data…