Synchronization of list clusters

Synchronization of list clusters

It requires two clicks to sync all dashboard elements (graphs, tables etc.) to the selection, when using a pivot that has two or more lists clustered on one axis. This can cause that an inexperienced end-user may look at the wrong information, because he or she forgot to select the second list item. To avoid this, Anaplan should automatically recognize which intersect is selected within the cluster and sync all data accordingly.

 

In the below example, I would need to select first "Store A" and afterwards "Dows M Red" if I want to alter a graph against this intersect. As an end-user I want to click on 'Dows M Red' and any dashboard element should automatically sync to 'Store A' and 'Dows M Red' so that I will always look at the correct data intersect. Equally, the sync should jump to 'All products' when selecting 'Store A'

 

clustered sync.PNG

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.
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