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4.03-01 Use efficient filters
For most efficient performance resolve filters to a single Boolean condition for each axis Related to Rule: 4.03-06 Avoid filtering on Nested Dimensions Best Practice article: Filter Best Practice Questions on this topic? See 4.03-01 Use efficient filters in our Planual forum.
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4.03-02 Keep Filters in separate modules
Try and keep filters in separate System modules. They can then be reused for different modules Relate to Rule: 2.01-15 Filters in separate modules Questions on this topic? See 4.03-02 Keep Filters in separate modules in our Planual forum.
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4.03-03 Use time filters on all dashboards
Do not use show/hide function for time; these are static. Using the Time Settings module makes the filtering dynamic when the model calendar changes Related to Rule: 2.01-07 Time Settings Module Questions on this topic? See 4.03-03 Use time filters on all dashboards in our Planual forum.
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4.03-04 Filter Selections in order of size
If using multiple conditions in a filter, include the conditions in order of list size with numeric conditions last Questions on this topic? See 4.03-04 Filter Selections in order of size in our Planual forum.
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4.03-05 Use User filters to provide dynamic reporting
Create filter modules dimensioned by the users list to support dynamic filtering of module data Related to Rule: 1.03-02 Performance and size can be dependent Users list Best Practice article: Increase end user adoption with smart filters Questions on this topic? See 4.03-05 Use User filters to provide dynamic reporting in…
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4.03-06 Avoid filtering on Nested Dimensions
If possible, try and avoid filtering on nested dimensions. Try and pivot the view differently. If this is not possible, ensure the filters are efficient Related to Rule: 4.02-01 Use efficient filters Best Practice article: Filter Best Practice Questions on this topic? See 4.03-06 Avoid filtering on Nested Dimensions in our…
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4.03-07 Use notes to document line items used as filters
Make use of the notes section in the blueprint to document where a line item is used as a filter. This will help in the auditing of a model for saved views, and dashboard filters. Questions on this topic? See 4.03-07 Use notes to document line items used as filters in our Planual forum.