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NUX - Filtering line items

NUX - Filtering line items

As a page builder in New UX, I would like to be able to filter line items as I can currently do in Classic UX.

 

When I try to apply a filter to an axis containing line items from within the card designer, the response is "You can’t apply a filter to an axis containing line items." 

 

I will know this is successful when I can apply a filter to an axis containing line items.

 

The benefit to this is that I can dynamically show/hide line items. This is a very useful feature of Classic UX in a couple of scenarios:

 

1. I have a nested axis using a list and line items. I want to show certain line items against specific list items.

2. I want to dynamically switch on/off the visibility of line items. 

3. I want to hide 0/blank value line items (or any other filter based on my line item cell values).

 

 

 
6 Comments
Miran
Community Manager
 
Status changed to: Your support is needed
alexpavel
Certified Master Anaplanner
sprender
Certified Master Anaplanner

You can now apply filter rules to line items in View Designer. Similar to classic the filter assumes all line items are numeric when applying the filter, so any non-numeric data types are filtered out when the filter is applied.

Status changed to: Delivered
CommunityMember98049
New Contributor

It says status is Delivered, but it is not. The first, and most important bullet is still not possible.

 

1.  I have a nested axis using a list and line items. I want to show certain line items against specific list items.

 

The only way to do this is to make a saved view and use that. But then the end user loose all options to pivot and show/hide items. ☹️

 

I really hope it is a top priority to include all existing functionality from the old UX in the new.

PhilippErkinger
Certified Master Anaplanner

 @CommunityMember98049 I fully agree with you, just came across this. Really annoying.

 

@sprender Is this to be delivered soon? Otherwise I will post it as a new idea.

sprender
Certified Master Anaplanner

@PhilippErkinger it might be worth posting a new idea with an example use case of what you are after. It is possible today to filter line items within a nested grid for a list. I have added an example screen shot of this below. It might be something slightly different you are after though. I think the UI can be improved as currently to filter all line items the trick is to not select one.

 

 

image (22).png