Worksheet Filter AND / OR logic

Worksheet Filter AND / OR logic

During an analysis, a user may want to show for a specific deviation (for example Actual vs Budget) all items that have a deviation of -1000 OR +1000. 

Next time he uses the same worksheet, this may be a different boundary or even a different line item (for example Actual vs LY). In classic UX, this was simply possible via the filter function ALL / ANY (see picture 1).

The NUX worksheet allows currently only AND logic, OR is not possible (see picture 2).

 

Current workaround is to follow best practises and create a boolean formatted line item hosting the filter logic.

However, this approach has limitations or would require a complex technical solution when the filter is (1) user based and (2) the criteria is largely variable.

In such use cases, the built-in worksheet filters offer an easy and very helpful solution.

 

PhilippErkinger_1-1603808890058.pngPhilippErkinger_0-1603808801751.png

2 Comments
krzysztof_woszczyk
Occasional Contributor

This would be a really great improvement to the worksheets. Filtering capabilities are now significantly limited due to the lack of "ANY" logic.

alexpavel
Certified Master Anaplanner

Indeed this is another gap between classic and New UX which would be nice to be filled in.

 

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