Filter on a Line Item based on Page Selector, in a Dashboard

Highlighted
New Contributor

Filter on a Line Item based on Page Selector, in a Dashboard

Dear All,

 

Need your guidance on something, please!!

 

I want to apply filter on a Module (in a Dashboard based on a Page Selector from first Module).

 

Dimensions of the first Module are Versions using Custom List, Business Units List (which will trigger filter on second module), Business Components List and Time.

 

First Module.png

Dimensions of the second Module are Versions using Custom List, Business Components List and Data Input Serial Number List (which is a non-numbered List), for the users to input their data.

 

Catch is:- Business Units List is the Dimension which is not common as it's not used in Second Module.

 

Now, I want to apply filter on Second Module which has Line Item which contains Business Units (with same Line Item format as Business Units List, which is a Dimension in first Module), below:-

 

Second Module.png

Would be great, if I can have couple of ideas on doing this, as nothing can beat learning from the experts, directly!!

 

Kind regards,

Ishan

2 REPLIES 2
Highlighted
Master Anaplanner/Community Boss

Re: Filter on a Line Item based on Page Selector, in a Dashboard

Hi Ishan,

Page selector is a dimension applied to the module, whereas the Business Units is a list formatted line item. They are conceptually different things in Anaplan
You cannot filter a line item based on a page selector

To filter second module based on the Business Units line item, you should right click on the line item and use the Filter option. Alternatively, use boolean-type filtering on the module

Regards,
Anirudh
Highlighted
New Contributor

Re: Filter on a Line Item based on Page Selector, in a Dashboard

Hi Anirudh,

Nice to meet you!!

First of all, thank you so much for the response.

Seems, I wasn't clear on my last post, actually, what I thought was, to create a Boolean in the Second Module and then pull whatever Business Unit, user selects (either in Text or List format) from the First Module. This Boolean (in the second module) will be True for all the instances where "Business Units" column intersects with the Line Item where I am pulling "Selected Business Units" (from the First Module).

I tried multiple Functions to pull what Business Unit is selected from the First Module but its not working.

Hope, I'm clear on expressing my intentions now 🙂

Kind regards,
Ishan