New UX - filters

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Contributor

New UX - filters

Hi,

I'm trying the new UX on a model where I already have a classic dashboards. In the classic dashboards I have several filters based on "filter-modules", are there any clever way to set up these filters in the new UX or should I have a different approach in the new UX?

Regards,
Stig

9 REPLIES 9
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Community Boss

Re: New UX - filters

NUX shouldn't really change the way you model. Housing filters in modules is good.

You have to decide if you prefer building the view with the filters applied in the MB interface and then use this view directly in NUX or simply display the module and re-apply the filters in NUX.


Nathan Rudman, Anaplan Model Builder
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Contributor

Re: New UX - filters

Thanks for reaching out @nathan_rudman!

However, one more question: If I simply display the module and want to re-apply the housing filters, how do I add those filters in NUX?
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Master Anaplanner/Community Boss

Re: New UX - filters

@Stig 

 

When you are creating a page and you select the underlying module or saved view you will find  there on top right corner. 

 

clipboard_image_1.png

 

Click on it you will see get options of filtering

 

clipboard_image_2.png

Hope that helps

Misbah

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Contributor

Re: New UX - filters

Thanks @Misbah 

I am aware of the filter options you are referring to, but I have some filters based on filter modules in my classic dashboard. Do you know how I can add them to the NUX? 

These are the filters I currently have in my classic DB (basically the end user can choose which FY, month, week etc they want to work with):
Filters.png
Thanks again! 🙂

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Community Boss

Re: New UX - filters

you need to use the card "Field" for these (or else you could just publish them as a grid)


Nathan Rudman, Anaplan Model Builder
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Contributor

Re: New UX - filters

Okey, I see. Thanks 🙂
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Master Anaplanner/Community Boss

Re: New UX - filters

@Stig 

 

As @nathan_rudman suggested, you will have to use Field cards to achieve that.

Thanks,

Misbah

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Contributor

Re: New UX - filters

Thank you 🙂
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Master Anaplanner/Community Boss

Re: New UX - filters

@Stig 

 

Headsup though.....You will have to refresh the page once you change the dropdown in the Field Card. It won't refresh the page automatically and it behaves the same way how picklists behave on the classic dashboard (Hit Refresh)

 

Thanks,

Misbah