How to remove a filter from a module

Hi Everyone,

I made a saved view for the module REV03 Margin calculations which is "Forecast Periods". I was able to make it and put all the required filters inside. But I am not sure why there is a filter sign on REV03 Margin Calculations itself. I am not even able to delete the filter or edit it. If I make any change to this filter (REV03) and come back after switching to other modules, this filter pop up automatically even if I have already cleared all the filter condition.

Is there any way to delete this module filter?

Thanks

Accepted answers

jasonblinn

@sugskukreti

If I understand correctly, it sounds like you overwrote the default view for the module so when opening the module it has a filter already applied.

I would recommend trying to reset the default view: View > Manage Views... > Reset Default View

Let me know if this does not solve your issue.
Jason

JaredDolich

@sugskukreti

@jasonblinn is correct. You can reset the default using his suggestion.

I think I know how that happened though. After you create a saved view, you will remain in the previous view.

For example,

While in default, you create a saved view
Then you add a filter
You save the view again. (oops, you just added the filter to the default view)

To avoid this from happening, after you create a saved view, then go to VIEW-OPEN... and open the saved view you just created.

A little annoying but after you create a saved view Anaplan doesn't take you immediately to that view.

All comments

jasonblinn

@sugskukreti

If I understand correctly, it sounds like you overwrote the default view for the module so when opening the module it has a filter already applied.

I would recommend trying to reset the default view: View > Manage Views... > Reset Default View

Let me know if this does not solve your issue.
Jason

JaredDolich

@sugskukreti

@jasonblinn is correct. You can reset the default using his suggestion.

I think I know how that happened though. After you create a saved view, you will remain in the previous view.

For example,

While in default, you create a saved view
Then you add a filter
You save the view again. (oops, you just added the filter to the default view)

To avoid this from happening, after you create a saved view, then go to VIEW-OPEN... and open the saved view you just created.

A little annoying but after you create a saved view Anaplan doesn't take you immediately to that view.

sugskukreti

Thank you so much @jasonblinn.

It worked and it was great to realize what I was doing.

sugskukreti

Thank you @JaredDolich. You are absolutely right.

I was applying the filter to the main view only.

Thanks for explaining it.

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