Time filter for users on Dashboard.

Certified Master Anaplanner Sai
Certified Master Anaplanner

Time filter for users on Dashboard.

I am trying to set up time filter in such a way a user must be able to select start month and end month OR 

Every spring has 6 fiscal months or fall has 6 fiscal months 

 

What would be best way to do and how ?

 

 

Message 1 of 7
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Super Contributor

Re: Time filter for users on Dashboard.

Hi Have line items as below

 

1) Time period formatted to have start month

2) Create end period with formula in lookup module

 

 

You lookup module should have the start and end period manually for all the periods (this is like maintenance module)

 

 

Message 2 of 7
Super Contributor

Re: Time filter for users on Dashboard.

If you just need time filter like page selector, just create a dummy module name time selector, just swap time to page items and create a module.

 

Then adjust the column widths accordingly and publish to dashboard

Message 3 of 7
Certified Master Anaplanner Sai
Certified Master Anaplanner

Re: Time filter for users on Dashboard.

Can you say some example . I have tried various formulas but not working as it should

 

User selects Fy18 on dashboard then the grid should be able to show FY18 and FY19.

 

May i know which  formula & time scale to be used??

 

Message 4 of 7
Certified Master Anaplanner Sai
Certified Master Anaplanner

Re: Time filter for users on Dashboard.


@harish_bk wrote:

Hi Have line items as below

 

1) Time period formatted to have start month

2) Create end period with formula in lookup module

 

 

You lookup module should have the start and end period manually for all the periods (this is like maintenance module)

 

 



Can you say some example . I have tried various formulas but not working as it should

 

User selects Fy18 on dashboard then the grid should be able to show FY18 and FY19.

 

May i know which  formula & time scale to be used??

 

Message 5 of 7
Highlighted
Frequent Contributor

Re: Time filter for users on Dashboard.

@Sai @harish_bk you could refer to Time Filters app available in Anaplan App Hub for your reference.

https://apphub.anaplan.com/time-filters-app.html

 

Hope it is helpful.

 

Thanks,

Leo

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Message 6 of 7
Contributor

Re: Time filter for users on Dashboard.

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