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Dashboard - Export to PDF while using the "Wrap Text in Headers" feature
I'm trying to build a dashboard which replicates an exisiting report used by our company. It has a very specific layout which consists of a dashboard element which fits perfectly to A4 Landscape. (There are also two small dashboard elements below it) The users will need to pint these reports regularly. To make the…
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How can I apply breakback on a calculated line item?
A partner asked us about some modelling techniques for top down budgeting. They would like to create a model where there would be a growth percentage applied to the whole P&L as the first step. Then in a second step they would like to be able to fine tune the results by using the breakback feature. As a calculated line…
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Creating a fitered page selector
Say you want to use a page selector for your time dimension but you would like to filter the list? (almost a time subset). You can't do this directly as a page selector, but you can use a filtered list as a selector for a module view in a dashboard. Example:
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Use variance line items to show multiple time periods in a waterfall chart
A useful trick for showing line item data across more than 1 time period. As you can see from the module grid view, the first line item pulls in 2013 Sales, then the next 2 use the lag formula function to show variance between the 2013 and 2014 data for those line items. The Sales 2014 line needs to be a summary item i.e.…
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Dynamic month selection
Dynamic month selection
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Dynamic month selection
Dynamic month selection
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Multi select in module (Auto refresh module on dashboard)
Main Idea is to have employee multi choose in module on dashboard by checkboxes. Is there in anaplan possibility to implement this? I created a workaround, (see file as example), but i have to manual refresh dashboard or module each time selection changes. Can I get auto refresh for Employee KPI module based on chooses in…
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How can I create a set of end-user instructions on a Dashboard?
Setup a module with line items 1 through x and no other dimension. Type in the instructions for each line item and publish each line item to a dashboard. Conditional formatting can also be added to enhance the text display. See attached example.
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Using boolean line items to filter views
Line items are sometimes used for the sole purpose of creating filtered views. For example, I may have a list hierarchy that contains two level: Employees rolling up into Region. And for one particular view, I only want to show a flat list of Employees, regardless of the Regions they roll up to. To do this, I could add a…
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Delete Bottom Level of a Composite Hierarchy
I have 3 lists and 2 of them have parent hierarchies. The first list and the top level is organization. The second list is cost centers, which has organization as its parent hierarchy. The third list is employees, which has cost centers as its parent hierarchy. If I want to refresh my employee list, deleting all existing…
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Always Show "Current Version" When Opening a Module
In order to get your model to always open on the version you have marked as the Current Version, when you save the module view as the default view, you need to uncheck the box "Always open on current page" and the current version will always be the default.
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Show current value for 'Day' timescale
A model I developed had KPI daily values loading from an external data source The challenge I had when working with the day timescale was the size of the time dimension (being days) and finding the 'current' day (most recent load) To resolve here is what to do:[list=1] * Create a list that is the 'load date', update this…