HIde Line Items using filter

Michael.downer
Occasional Contributor

HIde Line Items using filter

Dear all,

 

I have a module with >30 line items. Is there a way to add a bolean to a dashboard that allows me to filter on either all lineitems on the module or to show just a subset. I am trying to replicate the Group/ungroup option in excel.

 

I have looked through the form but cant see what I am looking for?

 

thanks in advance

5 REPLIES 5
ChrisHeathcote
Community Boss

Re: HIde Line Items using filter

Hi,

You can create a line Item subset and create a filter module dimensioned by it.

Using a boolean line item you can select which line items to show.

However, this will only work for number formatted line items.

 

 

Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA
sandeep_bk
Regular Contributor

Re: HIde Line Items using filter

@Michael.downer,

 

Create a line-item subset filter to filter off the line items in the dashboard.

However, the limitation here is line-item subset works only with a number formatted line item.

then publish a line-item subsets module with a boolean line item for user selection in the dashboard

Let me know if you need further details.

 

Thanks,

Sandeep.

 

chetirski
Certified Master Anaplanner

Re: HIde Line Items using filter

As mentioned, using Line item subset for number formatted LIs is a way to do it.
Additionally, if you want to avoid posting a filter with 30 LIs, you can create a second Boolean LI with a formula that refers the first input boolean.
This way you can group several LIs to be opened by one Boolean.

For example, if you several Units-related LIs (Units, Units runrate, Units growth % etc.) you can link them to the Units LI in the subset.
This way when you set Units to be true all of them will be opened together.

The formula gets a bit dirty, but the interface will look cleaner.

Michael.downer
Occasional Contributor

Re: HIde Line Items using filter

Thanks everyone. The main issue is that I have a mix of Line items types (Boloean, numbers, dates and text) so the below options wouldn't work for me.

E2EJonathan
Occasional Contributor

Re: HIde Line Items using filter

A trick I have used to do something similar before is to create a special time period which I use to do filtering.  I will create a new LI that goes in between the current LI you want to filter and makes a reference to one special time period so that I have something like:

IF START() <> Admin Module.Special Date THEN PreviousLI ELSE IF Expand Boolean THEN "Any text" ELSE BLANK .  Then have a filter setup to look at that time period so it hides those rows if the LI on special date is blank.  I would not make this a central part of a solution, but if this is the one last view that a team needs.  This also means you There are a few maintenance issues with having a special time period and it leaves a potential bomb around for a future workspace admin as that special date will fall off the calendar or be part of normal planning at some point.  Replace Date with a special member of a list if it is not time based.