Sort list

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Occasional Contributor

Sort list

Hi everyone,

I have a list of selective access for users. Due to the dynamic maintenance of that list from various sources, a sorting of the list items is missing. For readability, I want the list items to be sorted in the modules and on dashboards. I use a line item with formula CODE (ITEM ()), on which I set sorting. Due to the selective access on the list, this sorting does not work for users who do not have read or write access to all list items. Does anyone have a solution for this?

Thanks in advance for your response!

11 REPLIES 11
Community Boss

Re: Sort list

Not much help at the moment, but a facility to re-order list items using a line item is in the works.

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Certified Master Anaplanner

Re: Sort list

This will be a very useful feature. Looking forward for this. Any visibility around the timeline of release?

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Frequent Contributor

Re: Sort list

Hi @alber818 ,

 

I tried to replicate your scenario. In 1st screenshot I have removed 2 items in selective access, whereas in 2nd screenshot the user has access to all. But in both the cases sorting is maintained.

Yash1_0-1589270459713.pngYash1_1-1589270477997.png

 

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Occasional Contributor

Re: Sort list

Hi,

You are right, but my description was not entirely complete. It concerns L_Grootboekrekening, which rolls up as Parent Hierarchy in L_Projectcontroller.

alber818_1-1589271906850.png

But the sorting problem arises in the 2 levels L_Project fase and L_WBS element

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Valued Contributor

Re: Sort list

Hi @alber818 

1. What do you mean by "Due to the dynamic maintenance"?
2. Is the sort you are seeking Static or dynamic based on another value?

  • Dynamic: For example depending on a line item value,  the list sorts one way or another.
  • Static: The items are always sorted in the same order and if some of the list items don't appear due to selective access then the following items will continue in the same original order
Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
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Occasional Contributor

Re: Sort list

Hi einas,

 

"Due to the dynamic maintenance" means that the list is filled with new members that appear in several data import lists. So I import all actual transactions and then check if the WBS-elements can be found in the list WBS-elements. Any new item will be added to the list, but allways on top (or at the bottom, I'm not sure about that) in the group of the parent hierarchy. My hierarchy is 3 levels: 1 Project; 2 Project fase 3; WBS-element, so the same happens whith the new parents (2 Project fase). 

 

The issue is that the sort at only level 3 can be fixed by using a lineitem in a module to sort at. But as the parents are in a different list there is no sort on level 2 items. I'm beginning to realize that the selective access is not an issue in this problem.

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Certified Master Anaplanner

Re: Sort list

@alber818 

 

https://community.anaplan.com/t5/Anaplan-Platform/Alphabetize-Lists/m-p/1584#M2514

 

This link might provide you with a couple of ideas. A combination of this process laid out by @StefanieR at your L2 and a sort on the L3 might create the view that you are looking at with minimal effort. There are also a couple more suggestions further down in the thread of that link that might work based on the specifics of your case.

 

Jason

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Occasional Contributor

Re: Sort list

@jasonblinn

 

Thanks for your help. I read the article, it contains some interesting things. Problem is that I can't delete my lists because of saved historic data, but maybe the alternative hierarchy is the direction I'm looking for

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Valued Contributor

Re: Sort list

@alber818 

 

I agree with you. The selective access is irrelevant because as I said the value will just "disappear" from the list keeping the rest of the order as is.

Are you ordering alphabetically?
Also, are you looking to order Level 2, and within level 2 (level 3) you order that again?

 

A
|------ 1

|------ 2

B

|------ 1

|------ 2

|------ 3

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"