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Frequent Contributor

Issue in subtotal with Smart filters using user list

Hi All,

 

I have created a smart filter using the user list. The filters are working fine.

 

The issue is in the sub-total, is there a way to get the sub-total in an optimized manner.

 

Currently to get the subtotals right, I need to use user list as a dimension in my module and use an If formula, eg. if the filter is true than take value else 0, but the issue is that I need to include my user dimension which is increasing the size of the module.

Any suggestions if correct subtotals can be calculated based on the filter without using the user dimension in the module.

 

Thanks,

Yash  

2 REPLIES 2
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Certified Master Anaplanner

Re: Issue in subtotal with Smart filters using user list

@Yash1 

There is not a great way to do this short of dimensionalizing your module by users. 

 

An alternative could be to create a line item and use it as a selector on the user dimension, and then basically set this up as you have it now, by saying if filter is true then Data else 0, however if your current structure does not work then i doubt this does either. 

 

Without introducing the user dimension here then the data in the modules will remain the same and the subtotals will not be dynamic in the way that you are asking. 

 

Could you use some smaller list as the dimension instead of the user? Something like Position? that way if you had 100 users, but only 10 job positions in the model, then you could make that a dimension and only make the module 10x bigger vs 100x bigger. You could assign this role via Selective access so that the filter is automatically applied, and the subtotals are correct for each user. 

 

Jason

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Frequent Contributor

Re: Issue in subtotal with Smart filters using user list

Hey @jasonblinn ,

Thanks for the suggestions, I was wondering if we have some @CurrentUser kind of option which I can use in the if formulas instead of using the whole user dimension.

 

Anyways thanks for your feedback.

 

Cheers,

Yash