How to remove a filter from a module

sugskukreti
Occasional Contributor

How to remove a filter from a module

module.JPG

 

Hi Everyone, 

I made a saved view for the module REV03 Margin calculations which is "Forecast Periods". I was able to make it and put all the required filters inside. But I am not sure why there is a filter sign on REV03 Margin Calculations itself. I am not even able to delete the filter or edit it. If I make any change to this filter (REV03) and come back after switching to other modules, this filter pop up automatically even if I have already cleared all the filter condition. 

 

Is there any way to delete this module filter?

 

Thanks

4 REPLIES 4
jasonblinn
Master Anaplanner/Community Boss

Re: How to remove a filter from a module

@sugskukreti 

 

If I understand correctly, it sounds like you overwrote the default view for the module so when opening the module it has a filter already applied. 

 

I would recommend trying to reset the default view: View > Manage Views... > Reset Default View

jasonblinn_0-1613456578013.png.                           jasonblinn_1-1613456598728.png

 

 

Let me know if this does not solve your issue. 
Jason

 

 

sugskukreti
Occasional Contributor

Re: How to remove a filter from a module

Thank you so much @jasonblinn

 

It worked and it was great to realize what I was doing.

JaredDolich
Master Anaplanner/Community Boss

Re: How to remove a filter from a module

@sugskukreti 

@jasonblinn is correct. You can reset the default using his suggestion.

I think I know how that happened though. After you create a saved view, you will remain in the previous view.

For example,

  • While in default, you create a saved view
  • Then you add a filter
  • You save the view again. (oops, you just added the filter to the default view)

To avoid this from happening, after you create a saved view, then go to VIEW-OPEN... and open the saved view you just created.

A little annoying but after you create a saved view Anaplan doesn't take you immediately to that view.


Jared Dolich
sugskukreti
Occasional Contributor

Re: How to remove a filter from a module

Thank you @JaredDolich. You are absolutely right.

I was applying the filter to the main view only. 

 

Thanks for explaining it.