Highlighted
Contributor

filter time periods in list drop down

I'm attempting to show the 'remaining' months eg everything after the current period in the time settings - is this possible ?

 

or would I need to create a fake period list?

6 REPLIES 6
Highlighted
Master Anaplanner/Community Boss

Re: filter time periods in list drop down

HI,

 

We can restrict list items based on dependent drop down. As Time is Anaplan inbuilt list like users list, I would suggest you to go with Custom time list in your model.

 

Lets wait for others to throw their answers!! 🙂

 

Thanks,

Kavin

Regards,
Kavin.
Highlighted
Master Anaplanner/Community Boss

Re: filter time periods in list drop down

@joshuastockwell ,

 

You can do that, you will just need to use Filters to accomplish this.  First, my Current Period:

2019-02-12_11-39-32.png

 

 

I created a Time Filter 2 module dimensionalized by time with one line item: Greater than Current Period which is formatted as a boolean.

2019-02-12_11-39-21.png

 

Now, in my "data" module, I created a filter showing only the months where the above are checked:

2019-02-12_11-41-36.png

 

2019-02-12_11-41-46.png

 

If you would like to see the Quarters and and Years as well, change the summary on the Time Filter 2 module to be Any.

 

Hope this helps,

 

Rob

 

 

Highlighted
Master Anaplanner/Community Boss

Re: filter time periods in list drop down

Sorry,

 

I just reread the question, you were only wanting the members in a dropdown or a line item, is that correct?  If so, then I don't believe that is available with straight time.

Contributor

Re: filter time periods in list drop down

Thanks for your response Rob, yes I want this in a list formatted line item dropdown.
Highlighted
Master Anaplanner/Community Boss

Re: filter time periods in list drop down

@joshuastockwell 

Hi

This is the same principle as a post a few weeks ago

https://community.anaplan.com/t5/Best-Practices/How-to-reduce-the-dropdown-list-of-a-column/m-p/4094...

 

But let's go through the steps

 

1.  You should already have a time settings module; if not create one now!!

Within this, link to the Currentperiodstart() to have various booleans for history, current, future periods etc.

2. Create a single item list (this will be the driver list).2019-02-14_09-36-48.png

 

3. Create a line item (formatted as above) in the Time Settings module and apply the appropriate logic2019-02-14_09-38-37.png

 

4. You will need to create a fake time scale that matches the normal timescale

Top Tip - to make it easier to match, use the same format as the timescale - e.g in my example mmm yy

 

5. Create a mapping module dimensioned by your fake time scale from 4., and map in the real timescale and then pull in the "future?" list item from the time settings

Top Tip - FINDITEM(TIME, xxx) is the way to match to a timescale2019-02-14_09-38-58.png

The line item formula for Future? is Monthly Time Settings.Future?[LOOKUP: Time]

 

6. Create a list property in the "Future?" list and point it to the line item above

2019-02-14_09-39-19.png

7. In your target module, you will need to create a line item that holds just Future?.Future? (make sure the dimensionality is set to none)

8. Now you add you drop down list line item and use the line item above to apply the dependency.

 2019-02-14_09-40-11.png

 

2019-02-14_09-41-08.png

You will of course have to match this chosen field back to the real timescale, but you already have the mapping module from 5 to use for that

 

I hope that helps

David

Highlighted
Contributor

Re: filter time periods in list drop down

thanks @DavidSmith for the walkthough, this has worked perfectly for what I needed 🙂