Restrict the hierarchy levels in page selector

GuruAP
GuruAP
in Modeling

Hi - I have a hierarchy with, say, 3 levels - level 3 being the child. I have a module with level 3 as one of my dimension. For some valid reasons, I want to restrict in the page selector of this module not to be able to navigate to the upper level in the hierarchy of level 3 list- can that be done?

Thanks,

Regards - Guru

 

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Best Answer

  • JaredDolich
    JaredDolich
    Answer ✓

    @GuruAP 

    Great question. 

    Not that intuitively I'm afraid. 

    There is a suggestion made by @DavidSmith in this post to create a separate dashboard to filter down the lists. Make sure to read @kavinkumar response right after David's. You'll need the Boolean Filter.

    Alternatively, you can always use the search if you have large lists.

     

    As a last resort you can create a system module (1 dimensional model) that contains just the level 3 list. Create a Boolean line item and set it to TRUE. Create another line item formatted as a list of the level 3 list. Create a saved view that only contains the level 3 and set the dimension width to 6 pixels. Save the view to the dashboard. This, of course, is not a selector but a list. You can click on any of the list members and it will sync with the rest of the dasbhoard.

     

    Structured List with 3 Levels:

    FilteredList001.png

    Create Boolean

    FilteredList002.png

     

    Create Filter and Saved View

    FilteredList003.png

     

    Saved View

    FilteredList004.png

     

    Add to Dashboard. Click in gray area to sync the dashboard.

    FilteredList005.png

     

     

     

Answers

  • einas.ibrahim
    einas.ibrahim

    Hi @GuruAP 

    There are 2 ways you can achieve this - aside from using Select Levels to Show.
    It will depend on the complete business case and the flexibility you need.
    The first 

    1. Add a boolean line item, leave the summary as NONE and set the value to true
    2. Filter where line item = True.

    Only the lowest level will have TRUE value since there is no aggregation to parents.

    Before applying the Filter

    image.png

    After applying the filter 

    image.png

    If you want the list to be as a page selector, just pivot after you filter

     

     

    The second method is more flexible and allows you to filter at any level of the hierarchy

    https://community.anaplan.com/t5/Best-Practices/Calculating-Levels-in-a-Hierarchy-for-Dashboard-Filtering/ta-p/33567

  • CarAmbrosano
    CarAmbrosano

    Hi @JaredDolich, thanks for your comment. 

     

    I'm facing a similar issue but in my case I would like just to hide the "All Products" only (top level in your example) but to show all the hierarchies below. Is this possible? 

     

    Thanks in advance!

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