Filter Issue

Hi,

I have a module with 2 lists (currency and tasks) as dimensions and a boolean line item.

Im trying to apply filter on the boolean line item, if TRUE then only the respective currencies satisfying the boolean condition from currency list should be displayed.

Im trying to apply filter but its not working as Task and currencies are in rows/columns.

I tried changing the pivot, made them on pages applied filter and again repivoted back to rows/cols, but it doesnt work.

Please can anyone help on this.

Regards,

Varshni

Accepted answers

Abhiram K

Hi @Varshni3001

X Axis = Task list

Y Axis = Currency list , Lineitem

Applying filter ,will filter both task and currency list which is in X*Y format.

1. Only Tasks which are true in all currencies will be shown. (For Summary= All)

2. If even one currency is true in a task that entire row will be shown.(For Summary =Any)

Hence , the filter might not respond as per requirement.

Solution/Workaround :- If you nest both the lists in Rows/columns and filter it will surely work. (As depicted in above thread)

~ABhi

All comments

Abhiram K

Hi @Varshni3001

How about you nest Task and currency in rows. Line items kept in columns. Now , Apply filter on Boolean line item.

I tried replicating it ,check Screenshots below.

Hope it helps.

~ABhi

Varshni3001

Hello Abhi,

The Tasks are on rows, Column have currency list and line items.

I need to apply filter on currency list i.e the boolean line item if true, should show the resp currencies.

Regards,

Varshni

Abhiram K

Hi @Varshni3001

X Axis = Task list

Y Axis = Currency list , Lineitem

Applying filter ,will filter both task and currency list which is in X*Y format.

1. Only Tasks which are true in all currencies will be shown. (For Summary= All)

2. If even one currency is true in a task that entire row will be shown.(For Summary =Any)

Hence , the filter might not respond as per requirement.

Solution/Workaround :- If you nest both the lists in Rows/columns and filter it will surely work. (As depicted in above thread)

~ABhi

ChrisAHeathcote

@Varshni3001

You rows include Line Items so these need to be included in the filter module.

Therefore, move your line items as a page selector or nest them with Task as a row.

Your currency filter should now be available to apply against columns.

Chris

Varshni3001

Thank you Chris.

Varshni3001

Thank you Abhi.

Quick Links

Can you help?

Unanswered questions

Action to copy data from one version to another version only for a specific module
Ideally, I would like to setup an action that can copy data from one version to another only for a specific module. For every new version I create, I import new data into certain modules and then I manually copy data over for a specific module. I am wondering if I can just setup an action to select an origin version,…
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…