New Contributor

When pivoting, select which items to show for each dimension

Hi,

 

We have some modules where with multiple dimensions, for instance: Time, Version, Line Items.

 

When pivoting for some analysis and adjustment, we would like to have Time and Version as Columns and Line Items as rows. However, when doing that, we are unable to select specific items for the columns, for instance, 2 or 3 years for time and 2 specific Versions.

 

Is there a workaround that could enable it? With our previous EPM system, we could select specific items for each dimension.

 

Thanks,

Victor

5 REPLIES 5
Certified Master Anaplanner

Re: When pivoting, select which items to show for each dimension

HI Victor,

 

You can do select which items to show in your pivoted view. Please check my below screenshot that would be helpful.

Pivoted as you mentioned

When pivoting, select which items to show for each dimension.PNG

 

 

 

Lets say I want to see only FY18 & FY 20. So select those years and show.

 

When pivoting, select which items to show for each dimension 1.PNG

 

 

And I want to see Actual and Forecast, select and show it as every occurrence.

When pivoting, select which items to show for each dimension 2.PNG

 

 

This would be my final result,

When pivoting, select which items to show for each dimension 3.PNG

 

 

 

 

Hope this clarifies your doubt. Let me know if you have any questions.

 

Regards,

Kavin.

Certified Master Anaplanner
Community Boss

Re: When pivoting, select which items to show for each dimension

@victorceneviva 

Whilst you can you the hide/show/select items to show, a more sustainable and flexible solution is to use a filter module:

 

1. Create a module using Time and Versions with a single boolean item

2. Then in the data module point to that module

2019-06-27_09-45-17.png

 

2019-06-27_09-41-21.png

 

2019-06-27_09-44-16.png

 If you need to be specific about line items, then the nested view above cannot work as Anaplan cannot display the "gaps".  But if you wanted specific line items for a version, or for time then you can use a line item subset and a module by time and/or versions using a similar technique as above.

There are more details of that here:

https://community.anaplan.com/t5/Anaplan-Platform-Discussions/Hide-column-time-members-without-using...

 

I hope that helps

David

New Contributor

Re: When pivoting, select which items to show for each dimension

Hi David,

 

This solution solves our problem, as we need it for specific reports. We are implementing for some of our modules.

 

Thanks!

 

Victor

Community Boss

Re: When pivoting, select which items to show for each dimension

Excellent