Way to limit or not allow user to select a specific time period in the dropdown

Highlighted
Contributor

Way to limit or not allow user to select a specific time period in the dropdown

Hi,

 

I have a line item Start and End that has a list of 1-5 as shown on the screenshot below. In the example below for item 1, I have selected start and end date of Jan 19- Mar 19, in item 2 I have selected Apr 19 - Jun 19. Is there a way to limit the dropdown of the second item so that it will not allow me to select a start date that is already from the duration of item 1? or if possible, a checking or indicator that will prompt me that the period I am selected is already in use?

Ana_M_0-1587467010696.png

 

Thanks,
Ana

4 REPLIES 4
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Master Anaplanner/Community Boss

Re: Way to limit or not allow user to select a specific time period in the dropdown

Hi @Ana_M 

You certainly can control the identification of an overlap but I can't think of an efficient way to prevent an overlap. There might be some ways to use DCA and/or dependent dropdowns on a dashboard but I'll have to give it a lot thought.

Summary:

Overlap003.png

 

Here's a way you can identify when an overlap occurs, identify it, and use conditional formatting (if you want).

You will need to build these lists / modules:

- List: Numbers for start and end months

- Module: System module for your list

- Module: Input module to get the start and end months

- Module: Calculation module by time and by your list to identify the months being used

- Module: Calculation module identifies the months with overlap (optional - you can use a subsidiary list in the other calc module if you want)

 

Steps:

Create the list:

Overlap001.png

Create a system module for that list:

Overlap002.png

Create your input module. Start with the first two line items. We'll add the third at the end.

Overlap003.pngOverlap004.png

Calculation module:

This will map the months being used by the number list.

Note the aggregations on the overlap? line item

Overlap005.png

Overlap009.png

The second calc module removes the numbered list and aggregates the boolean by month.

In this example we can now see that June is an overlap month.

 

Overlap007.png

Overlap008.png

Last step is to add the third line item to the input module since it's the same dimension.

Overlap004.png


Jared Dolich
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Contributor

Re: Way to limit or not allow user to select a specific time period in the dropdown

Thank you! Will  try this and will let you know if it works.

 

Regards,

Ana

Highlighted
Master Anaplanner/Community Boss

Re: Way to limit or not allow user to select a specific time period in the dropdown

@JaredDolich 

 

Great,Truly a Master.

 

I think it will surely help him find overlaps But what he can't do is to restrict the dependent drop down based on the first column. On second thoughts I wish there was native functionality for modelers to decide if they want to enable Dependent drop down on TIME formatted line items. If enabled it would only look for future months based on the month selected without creating the mappings.

Highlighted
Contributor

Re: Way to limit or not allow user to select a specific time period in the dropdown

Thanks Jared, This worked!! 🙂

Regards,
Ana