User Selected YTD Time Filter

CamdenMaggos
Occasional Contributor

User Selected YTD Time Filter

Hi everyone,

 

Currently have a developed user-selected time filter we use on all of our UX Pages.

 

Driving module: 

 

CamdenMaggos_1-1652458748637.png

 

Page/Board Filter:

CamdenMaggos_2-1652458795353.png

 

We just implemented the YTD summary yesterday and now I am struggling to get some sort of filter in place where I can check a box and it appears similar to how months, quarters, and years work when filtering for FY21 and FY22. 

 

I am open to all suggestions!

 

Thanks in advance.

 

1 ACCEPTED SOLUTION

Accepted Solutions
Nagaraju
Certified Master Anaplanner

Hi

As YTD is part of Time summary, there are only two options. Either a user need it or not. You may approach this by creating a separate module whether to show YTD.

  1. Create a module YTD check (with Users dimension). Add a line item Show YTD?
  2. Next we shall link it to final filter: IF YTD check. Show YTD? then Item(Time) = Time. YTD else FALSE

End Result:

Before YTD check

Nagaraju_0-1652491257088.png

 

After YTD check

Nagaraju_1-1652491302309.png

 

Final Filter module:

Nagaraju_2-1652491526562.png

Hope this helps!

 

 

 

View solution in original post

4 REPLIES 4
Nagaraju
Certified Master Anaplanner

Hi

As YTD is part of Time summary, there are only two options. Either a user need it or not. You may approach this by creating a separate module whether to show YTD.

  1. Create a module YTD check (with Users dimension). Add a line item Show YTD?
  2. Next we shall link it to final filter: IF YTD check. Show YTD? then Item(Time) = Time. YTD else FALSE

End Result:

Before YTD check

Nagaraju_0-1652491257088.png

 

After YTD check

Nagaraju_1-1652491302309.png

 

Final Filter module:

Nagaraju_2-1652491526562.png

Hope this helps!

 

 

 

CamdenMaggos
Occasional Contributor

Hi @Nagaraju - thank you for the help

 

While this worked as you had shown, when I implemented it on our main Application it was not toggling the YTD column as planned. Do you have any idea why this would be?

 

thanks!

Nagaraju
Certified Master Anaplanner

Hi @CamdenMaggos 

 

In the Final Filter, apply the summary as "Formula". Probably you may have not done that.

CamdenMaggos
Occasional Contributor

I forgot to apply it to "Users" lol, thank you so much for the help!!