New UX Selectors on worksheets

JaredDolich
Moderator

New UX Selectors on worksheets

Community! I'd like to follow up with @xin question regarding selectors in the new UX. And the answer @Puneeth H P gave in this response,which appears to only work for pages.

My worksheet uses one list, P6 SKU which is part of a structured Hierarchy (P1 to P6). I would like to use a selector on the top of the page that only goes down to P5 (I don't want to see the SKUs in the selector). Is there a creative way to make this happen, or do I need to switch to a Page, add a field card and sync it, as @Puneeth H P suggests? I've also added a card to the additional insights at the P5 level with the selector but no way to get it to the top of the worksheet that I can see.

Thanks, as always!


Jared Dolich
2 ACCEPTED SOLUTIONS

Accepted Solutions
Puneeth H P
Regular Contributor

Re: New UX Selectors on worksheets

Hi @JaredDolich 

 

We can always publish the Grid with Dimensioned P6 Level in worksheet and show or hide the Levels we want to select in the Page Selector by editing it and show only P5 Level to select from PS . 

But I'm afraid that in Level P5 , we can only view the data . But as asked , The page will be in Sync with the select we do from PS at P5 .

 

I hope I understood the scenario correctly here . 

Thanks,

Puneeth HP

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alexpavel
Certified Master Anaplanner

Re: New UX Selectors on worksheets

Hi Jared, 

 

At least at this moment, I did not found a workaround for worksheets pages to solve this 😞

 

However, it seems that it's on the roadmap to be solved... 🙂

Hope it will be soon. Check below:

 

https://community.anaplan.com/t5/Idea-Exchange/NewUX-possibility-to-quot-Filter-quot-and-quot-Show-H...

 

View solution in original post

5 REPLIES 5
Puneeth H P
Regular Contributor

Re: New UX Selectors on worksheets

Hi @JaredDolich 

 

We can always publish the Grid with Dimensioned P6 Level in worksheet and show or hide the Levels we want to select in the Page Selector by editing it and show only P5 Level to select from PS . 

But I'm afraid that in Level P5 , we can only view the data . But as asked , The page will be in Sync with the select we do from PS at P5 .

 

I hope I understood the scenario correctly here . 

Thanks,

Puneeth HP

View solution in original post

JaredDolich
Moderator

Re: New UX Selectors on worksheets

@Puneeth H P 

Good call out. However, the worksheet grid is filtered on P6 only. We want to see P6 on the worksheet, but not in the selector. That's the trick. Your idea will work great on a page though!


Jared Dolich
alexpavel
Certified Master Anaplanner

Re: New UX Selectors on worksheets

Hi Jared, 

 

At least at this moment, I did not found a workaround for worksheets pages to solve this 😞

 

However, it seems that it's on the roadmap to be solved... 🙂

Hope it will be soon. Check below:

 

https://community.anaplan.com/t5/Idea-Exchange/NewUX-possibility-to-quot-Filter-quot-and-quot-Show-H...

 

View solution in original post

jnoone
Certified Master Anaplanner

Re: New UX Selectors on worksheets

@JaredDolich yeah you're right, I don't know of a good way other than what you mention.  I've been using KPI cards in the insights pane since it's a little better visually but also have upvoted the roadmap item for this.

JaredDolich
Moderator

Re: New UX Selectors on worksheets

@jnoone thanks. Well, I got it to work on a board because we can use the filter and/or the view levels feature. Not ideal because I really like the sliding panel of the additional insights. Thanks for upvoting!


Jared Dolich