2.01-15 Filters in separate modules

Try and keep filters in separate System modules.  They can then be reused for different modules.  In the notes section, describe where and how this filter is used to prevent accidental deletion as the Reference By column will not list filters on views.


Related to Rule: 
4.02-02 Keep Filters in separate modules


  • Rule 2.01-15 Filters in separate modules.  Try and keep filters in separate System modules. They can then be reused for different modules.  In the notes section list where this filter is used to prevent accidental deletion”. It goes against Auditable & Necessary elements of PLANS if you wish to go against the rule

    Here is how it was done in Pre Planual Era: Filters applied on any modules used to be created & kept in the same module. Filter used to be module specific meaning if there was ever a need to display current month figures again, another line item with the same formula used to get created. A module having a timescale of one full year including quarter totals and full year totals being filtered upon Current Month.


    First Module:



    Second Module:


    What is wrong with this method? It is unnecessary to make filters module specific. Two line items have been created in two different modules to do the same thing. It also becomes tedious to audit each and every filter for every module


    Here is how it should be done in Planual Way: Create centralized filter modules and then reference the filters throughout the model. In our example it is recommended that we create time filter module which can be referenced in almost every module as and when needed.

    Caution: Filter line items, when used, are not being documented in the model if they have been referenced anywhere. For example below line item from Time Module has been used as a filter.


    But the filter line item shows it has NOT been referenced anywhere. Although it is true that it has not been referenced in any other line items but the fact is that it is still in use to filter other modules.


    Hence in order to avoid accidental deletion of such line items, it is highly recommended that you add notes to such line items