Dynamic Time filter in the new ux

DMManalili
Frequent Contributor

Dynamic Time filter in the new ux

Hi, question please. I am trying to do a chart in the new ux and the time filter should be dynamic in the sense that if I choose Monthly - the chart should show monthly and if I choose in the filter the Quarterly,  the chart should show quarterly figures in the chart and same with the Half year and Yearly. The time filter should show in the board so the user can choose the period to be use in the chart. Is there a way I can do that?

Thank  you!

1 ACCEPTED SOLUTION

Accepted Solutions
vinayvm
Certified Master Anaplanner

Re: Dynamic Time filter in the new ux

Hi @DMManalili ,

 

You can achieve this with the following steps:

 

1. A simple input module where the user can select Month/Qtr/Year (which you can publish in a board)

Screenshot 2021-06-02 at 5.31.01 PM.png

2. A system module for Time Filter. The last Lineitem in the screenshot below can be applied as a filter in your Board.

Note that Quarters and Years are selected in the 1st screenshot, which drives the Filter here.

Screenshot 2021-06-02 at 5.31.13 PM.png

 

Below are the formula details for reference:

Screenshot 2021-06-02 at 5.31.45 PM.png

 

Hope this helps!

 

Regards,

vinayvm

View solution in original post

4 REPLIES 4
Swarupa_1
Occasional Contributor

Re: Dynamic Time filter in the new ux

@DMManalili 

 

I can think of one way where you can approach the solution with the help of below steps:

1. Create a boolean for time period (like the below screenshot) and publish this in the dashboard.

2. One line which will be driven by the above boolean.

 

Swarupa_1_1-1622634050756.png

 

P.S. Months, Quarter and Years are line items.

Hope that would be helpful.

 

Cheers!

 

DMManalili
Frequent Contributor

Re: Dynamic Time filter in the new ux

thank you!
vinayvm
Certified Master Anaplanner

Re: Dynamic Time filter in the new ux

Hi @DMManalili ,

 

You can achieve this with the following steps:

 

1. A simple input module where the user can select Month/Qtr/Year (which you can publish in a board)

Screenshot 2021-06-02 at 5.31.01 PM.png

2. A system module for Time Filter. The last Lineitem in the screenshot below can be applied as a filter in your Board.

Note that Quarters and Years are selected in the 1st screenshot, which drives the Filter here.

Screenshot 2021-06-02 at 5.31.13 PM.png

 

Below are the formula details for reference:

Screenshot 2021-06-02 at 5.31.45 PM.png

 

Hope this helps!

 

Regards,

vinayvm

View solution in original post

DMManalili
Frequent Contributor

Re: Dynamic Time filter in the new ux

Thank you!