Occasional Contributor

Filter by list hierarchy in the dashboard

Hi,

I have difficulties to filter the tables in dashboard or in the modules.

For example in the screenshot (see attachment) : test 1.PNG

I selected two lists: stores as columns, and products as rows. The parent level of stores is Regions (West, East, etc.) and the parent of products is Categories (Category 1, 2, 3).

And I set 2 page selectors in a dashboard: one is Regions and the other is Categories. And I would like to show only the rows and columns which match with theses two selectors: For instance, I would like only to see (p1, p2, p3, category 1) x (w1,w2, w3, West) of the table if I select (Category1, West).

 

Does anyone have any propositions to get these lists "filtered" ? 

Thanks a lot!

 

Elisa S

3 REPLIES
Highlighted
Regular Contributor

Re: Filter by list hierarchy in the dashboard

Hello,

 

go to the dashboard designer, select the module you want and for each dimension that you want filtered, click the boolean "Synchronize Selection"

Nathan Rudman
Anaplan Model Builder
Occasional Contributor

Re: Filter by list hierarchy in the dashboard

Yes you’re right. Actually I should do in two steps:

Firstly publish the whole table to the dashboard.

Then pivot the module to get the two page selectors and pubish them to the dashboard.

 

Thanks a lot!

 

Elisa

Regular Contributor

Re: Filter by list hierarchy in the dashboard

"Then pivot the module to get the two page selectors and pubish them to the dashboard."

 

If that means what I think, you should have a look at something: when you are in your module (with the selectors you want) go to View -> Publish Page Selectors to dashboard -> choose your dash

Nathan Rudman
Anaplan Model Builder