14.4.3 Classic Dashboard: Troubles Formatting Grid (Future periods with FY Totals)

Chmacpherson
Chmacpherson
in User Experience

Hey Anaplan Community,

 

I am hoping someone can help me understand how to filter my grids to view only the forecast periods while not removing the FY aggregation column.

 

In the course, it shows that my dashboard should look like this:

Chmacpherson_0-1606252977690.png

Chmacpherson_1-1606253020178.png

 

Unfortunately mine does not. I have a tradeoff occuring where I can either start the grid in the months of 2019 and have the FY columns, or I can start with the months of 2020 but lose the FY columns.

Chmacpherson_2-1606253157230.png

Chmacpherson_3-1606253203868.png

 

Any suggestions?

Many thanks,

Chad

 

 

 

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Answers

  • Akhtar.shahbaz
    Akhtar.shahbaz

    Hi @Chmacpherson 

     

    Looks like a Summary issue, can you change the summary of your filter line item to "Any"?

     

     

    Thanks

    Akhtar

  • Chmacpherson
    Chmacpherson

    Akhtar,

     

    Unfortunately neither the all or any options makes a difference. The aggregation column still disappears.

     

    Thank you for taking the time to suggest a possible solution.

     

    Cheers,

    Chad

     

     

  • rolympia
    rolympia

    Could we see 1) the boolean you use to filter (with all periods shown) and 2) the filter setting you did. The best way to check is really your filter line item. Lay it out with periods and columns and you should see that boolean come out true on the FY totals.

     

    Just to give you an idea:

    blueprint.pngFilter Settings.pngFiltered View.pngUnfiltered View.png

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