Mimic excel pivot functions

Hi All,

IN Excel you can double click on any value in a pivot table and it will show you the underlying records that correspond to the output you clocked on. I have a Module dimensioned by a numbered list that holds imported data. From that I am creating an output table that looks very similar to the Pivot (people used to use). Without having to ask the user to select filter options (using a filter module on the raw data table) is there a way in Anaplan to mimic the Pivot double click option??

Accepted answers

All comments

nathan_rudman

You can use a specific behavior of Anaplan:

- put the dimensions you want the users to select as dimension of the data module (cost center, time whatever)

- for all line items in this module, remove these dimensions (it will create subsidiary views)

- create a "filter" boolean line item with the default dimensions of the module

- make a formula that's TRUE when the data is equal to the diemsnion ITEM(Dimension)

- display the module of a dashboard by filtering on that filter line item

- you module is going to sync with the dimensions selected by the user and be in sync

Michael.downer

Thanks Nathan,

IN theory that could work but would create too much sparsity in my model as I would have to dimension by some pretty long lists.

ChrisAHeathcote

Hi,
If you are using a composite hierarchy you can use two modules each presenting the data at different levels. If the tables are synchronised the use can click on a parent in a summary table and second table which has been formatted to show the detail will only show the detail relating to that parent item.

anirudh

Hi Michael,

Have you tried Drill To Transaction (Right click on any cell -> Drill to Transaction). This does require setting up the output module in a very specific way, ie. using sum formulas against all the dimensions.
The result is exactly like the excel pivot double click

Let me know if you need more details

Regards,
Anirudh

Quick Links

Can you help?

Unanswered questions

Create a Filter to show all the elements of that level based on selection in hierarchy
Hello Community members, Requirement Details: I have 5 levels of composite hierarchy list (A1, A2, A3, A4, A5). I have published a module in UX, Now the requirement is If user select a list member from A4 level in the context selector or Custom Filter I have to display all the list members under that A4 level. How can I…
import monthly data with months in columns
is there a way to import data with months in columns (usual excel table view)? I have to transform the data so there are rows to cover each period in the upload data form, but I am wondering if there is a better way to just import the data as is with the months in the columns. please let me know what you think. thank you,
Cloudworks Big Query Integration Fail
Hello, I am receiving an 'Anaplan Upload Failed' Status Description when testing my integration with a Big Query dataset. The integration imports data from BQ to our Anaplan model. No other details given in the error log. I suspect that Cloudworks is not even picking up the file but am not sure what we did wrong on the set…