User filters and Top levels

DeveloperCYT
Regular Contributor

User filters and Top levels

Hi,

 

I want to set up user filtering for a module, with Customer and sub-brand, I have a user filter module, and system module with the appropriate line items

I use the system module as a filter and this all works as expected.

 

I want to be able to choose a specific customer and a specific brand or a specific customer and ALL the brands, or one brand and ALL the customers.

Neither list are top level in the hierarchy, therefore I do not see 'Total Company' as a selection, is this possible at all?

 

userfilter.PNG

Kev

 

 

 

8 REPLIES 8
nathan_rudman
Master Anaplanner/Community Boss

Re: User filters and Top levels

Why don't you have a top level ?

 

The way I see your formula, this is already working as if the user doesn't select anything it's TRUE so it display, which is the same as selecting All.

Otherwise you can have another user filter boolean that say "Select All Customer" and use that


Nathan Rudman, Anaplan Model Builder
DeveloperCYT
Regular Contributor

Re: User filters and Top levels

I have a 2 level hierarchy 

Customer Forecast Group (top Level is Cyt)

then Customer is a child of that.


I know what I want, but it is almost impossible to write down.

 

I have a module of volume of stock and if you choose a customer/sub brand combination it shows ONLY that. This then creates a chart.

 

Blank does not work for what I need to do,

I need them to choose CyT or a customer.

But CyT is not available to choose

 

select.PNG

 

 

 

 

 

ChrisHeathcote
Community Boss

Re: User filters and Top levels

@DeveloperCYT 

To allow the selection of the top level these must be included in the filter query.

Set the summary option in the filter line item to any and the summary should become available.

Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA
DeveloperCYT
Regular Contributor

Re: User filters and Top levels

I  have the summary as ANY and if they were using the model and seeing the page selectors this would work (see below)

But if they are using a filter to choose the customer, surely then they don't have to use a page selector as well, that would be a horrible user experience?

 

Yes I have 'CyT' visible, but if the user puts blank in the customer, how do I tell it that that means CyT All for a selection (without them having to click it)

idiots0.PNG

idiots1.PNG

 

DeveloperCYT
Regular Contributor

Re: User filters and Top levels

I think what I want to do is impossible, one of the worst features of Anaplan is shared filters, and it causes so much trouble

When one person changes a filter, when somebody else is looking at data, and they lose their view.

To add users to the models increases the size so much that it is impractical and indeed impossible to do.

ChrisHeathcote
Community Boss

Re: User filters and Top levels

@DeveloperCYT 

It is possible to allow users to select a unique view. Ensure the module used to create the filter and the module used to allow the selection contain the user list.

Set the summary to any.

When adding the filter to a target view enure that 'current user' option is selected.

The final outcome is that the view will be filtered as per the criteria that user.

Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA
DeveloperCYT
Regular Contributor

Re: User filters and Top levels

the module size goes from 4 Million cells to 2.4 Billion cells if I add users to a single line item, so I think it is a no go.

 

Thanks anyway

 

 

 

ChrisHeathcote
Community Boss

Re: User filters and Top levels

@DeveloperCYT 

You only need to add the users list to the module used to create the filter not the final output.

 

Create a module dimensioned only by user and two line items, one dimensioned by customer list and the other by sub brand list. This is your filter selector.

Create a module dimensioned by customer and sub brand containing the users list, create three line items; customer filter, sub brand filter and final filter dimension these as boolean. This is the filter module. Reference the filter selector to determine if the dimensions equal those selected.

Customer Filter = IF ISBLANK(FilterSelector.Customer) THEN TRUE ELSE Item(CustomerList) = FilterSelector.Customer

Sub brand Filter = IF ISBLANK(FilterSelector.Sub) THEN TRUE ELSE Item(SubBrandList) = FilterSelector.Sub Brand

Final Filter = Customer Filter AND Sub Brand Filter

 

Apply the final filter line item as the filter criteria to you output module. You do not need to add users to this module as you can select 'Current User,' when defining the filter criteria.

 

Chris 

 

 

Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA