Filter/Sort

DMManalili
Frequent Contributor

Filter/Sort

 

Hi,

Question please. I am trying to use a system filter in my report module so that I can see first the start date of the project after the All Periods (sum). The filter is working, however, when I put the All periods on the left side column the filter will not work. I need to show in my dashboard the columns, first the All periods which is the summary of the values then follow the beginning month of the project. How can I show the All periods following the begining month? Thank you.

 

System Module

DMManalili_0-1608109949323.png

Report Module

DMManalili_1-1608109972981.png

 

12 REPLIES 12
nathan_rudman
Master Anaplanner/Community Boss

Re: Filter/Sort

can you show the filter you are applying and what you mean by doesn't work ?

Is the filter applied and you get an error ? or no error and just doesn't hide the months ?


Nathan Rudman, Anaplan Model Builder
rob_marshall
Moderator

Re: Filter/Sort

@DMManalili 

 

Also, are you saving the filter and the sort in a view and then publishing the view?

 

Rob

DMManalili
Frequent Contributor

Re: Filter/Sort

yes in one view.
ChrisHeathcote
Community Boss

Re: Filter/Sort

@DMManalili 

How about showing the 'All Periods,' in one grid as a stand alone table and the months in a second grid.

I do not think it is possible to reorder the time periods without using 'Show,' after selecting the items you what to show in the order they are to appear. If you do this the filter will no longer be dynamic. 

Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA
nathan_rudman
Master Anaplanner/Community Boss

Re: Filter/Sort

it's possible, with the "Select Items to Show" or in the NUX.

Nathan Rudman, Anaplan Model Builder
DMManalili
Frequent Contributor

Re: Filter/Sort

I select the items to show that is why the All periods is in the start of the column, but I cannot used the system module as my filter because the item there are the beginning months.
nathan_rudman
Master Anaplanner/Community Boss

Re: Filter/Sort

I dont see why you cannot use it. When you try to apply the filter you just can't select your SYS module ?

Nathan Rudman, Anaplan Model Builder
DMManalili
Frequent Contributor

Re: Filter/Sort

No, I can use the system filter but the problem is the ALL PERIODS will not reflect in the first column because the system filter is set at the start month of the project. I need to show the ALL PERIODS first before the start month of the project because every project is differenct start month. Thanks
nathan_rudman
Master Anaplanner/Community Boss

Re: Filter/Sort

applying a filter should not impact the order of the time dimension that you have set.

 

you reorder, have all periods first, apply the filter, then what happens ?


Nathan Rudman, Anaplan Model Builder