This article provides the steps needed to create a basic time filter module. This module can be used as a point of reference for time filters across all modules and dashboards within a given model.
The benefits of a centralized Time Filter module include:
One centralized governance of time filters.
Optimization of workspace, since the filters do not need to be re-created for each view. Instead, use the Time Filter module.
Conforms with the D.I.S.C.O. methodology as a 'System' module. More on D.I.S.C.O. can be found here.
Step 1: Create a new module with two dimensions—time and line items. The example below has simple examples for Weeks Only, Months Only, Quarters Only, and Years Only.
Step 2: Line items should be Boolean formatted and the time scale should be set in accordance to the scale identified in the line item name.
The example below also includes filters with and without summary methods, providing additional views depending on the level of aggregation desired.
Once your preliminary filters are set, your module will look something like the screenshot below.
Step 3: Use the pre-set Time Filters across various modules and dashboards. Simply click on the filters icon in the toolbar, navigate to the time tab, select your Time Filter module from the module selection screen, and select the line item of your choosing. Use multiple line items at a time to filter your module or dashboard view.
The content in this article has not been evaluated for all Anaplan implementations and may not be recommended for your specific situation.
Please consult your internal administrators prior to applying any of the ideas or steps in this article.