topic Re: [Guide] Multi Level filter selection on composite hierarchy in Anaplan Platform https://community.anaplan.com/t5/Anaplan-Platform/Guide-Multi-Level-filter-selection-on-composite-hierarchy/m-p/96746#M22158

forgot this article completely.

This method been around "officially" since 2015 at least, I don't claim to have invented it

Thu, 04 Feb 2021 07:33:15 GMT nathan_rudman 2021-02-04T07:33:15Z [Guide] Multi Level filter selection on composite hierarchy https://community.anaplan.com/t5/Anaplan-Platform/Guide-Multi-Level-filter-selection-on-composite-hierarchy/m-p/93688#M21138

If you are using a multi level composite hierarchy as your main reporting list (as you should vs ragged), you have encountered the need to filter it and display many levels of it in many different dashboards.

Recently re-discovered  a solution that I find quite handy and decided to share it here.

 

Here's the result. As you can see below, a user can select any level of the hierarchy, one by one and then all is concatenated into a final line item that you can use as a filter, to create the two grids below.

I'm adding a "filter" dimension to that module so you can have several filters pre set.

nathan_rudman_0-1608210907060.png

 

How do you achieve this ? Like this:

nathan_rudman_1-1608211056398.png

 

And here are the formulas:

nathan_rudman_2-1608211107915.png

The trick is on the summary level being Ratio. This allows us to bring the value of a parent level into the summary level of a child, like this:

nathan_rudman_3-1608211180294.png

 

 

 

 

 

 

 

Thu, 17 Dec 2020 13:24:29 GMT https://community.anaplan.com/t5/Anaplan-Platform/Guide-Multi-Level-filter-selection-on-composite-hierarchy/m-p/93688#M21138 nathan_rudman 2020-12-17T13:24:29Z
Re: [Guide] Multi Level filter selection on composite hierarchy https://community.anaplan.com/t5/Anaplan-Platform/Guide-Multi-Level-filter-selection-on-composite-hierarchy/m-p/96263#M22016 < P > < LI-USER uid = " 400 " > < / LI-USER> 

Finally got to this. Amazed this isn't a best practice. We really need a good solution for the filtering. Thank you for posting this!

Fri, 29 Jan 2021 15:40:41 GMT https://community.anaplan.com/t5/Anaplan-Platform/Guide-Multi-Level-filter-selection-on-composite-hierarchy/m-p/96263#M22016 JaredDolich 2021-01-29T15:40:41Z
Re: [Guide] Multi Level filter selection on composite hierarchy https://community.anaplan.com/t5/Anaplan-Platform/Guide-Multi-Level-filter-selection-on-composite-hierarchy/m-p/96670#M22134 < P > < LI-USER uid = " 400 " > < / LI-USER>  thanks for sharing.. .

  there was some old article in some previous Community releases... I am not able to find it anymore the original solution.

 

I found only this post

https://community.anaplan.com/t5/Best-Practices/Calculating-Levels-in-a-Hierarchy-for-Dashboard-Filtering/ta-p/33567

 

I always used this solution for multi-level filtering. 

 

Ratio summary method: really powerful. I also used it for example to "stop" the aggregations from some level up.. (for example when you do not want to have Local Currencies values aggregated at Total Group... )

 

 

Wed, 03 Feb 2021 15:38:38 GMT https://community.anaplan.com/t5/Anaplan-Platform/Guide-Multi-Level-filter-selection-on-composite-hierarchy/m-p/96670#M22134 alexpavel 2021-02-03T15:38:38Z
Re: [Guide] Multi Level filter selection on composite hierarchy https://community.anaplan.com/t5/Anaplan-Platform/Guide-Multi-Level-filter-selection-on-composite-hierarchy/m-p/96726#M22149 < P > < LI-USER uid = " 3647 " > < / LI-USER >, < / P > < P >可以t believe I missed that. Thank you!!

Thu, 04 Feb 2021 01:08:48 GMT https://community.anaplan.com/t5/Anaplan-Platform/Guide-Multi-Level-filter-selection-on-composite-hierarchy/m-p/96726#M22149 JaredDolich 2021-02-04T01:08:48Z
Re: [Guide] Multi Level filter selection on composite hierarchy https://community.anaplan.com/t5/Anaplan-Platform/Guide-Multi-Level-filter-selection-on-composite-hierarchy/m-p/96746#M22158

forgot this article completely.

This method been around "officially" since 2015 at least, I don't claim to have invented it

Thu, 04 Feb 2021 07:33:15 GMT https://community.anaplan.com/t5/Anaplan-Platform/Guide-Multi-Level-filter-selection-on-composite-hierarchy/m-p/96746#M22158 nathan_rudman 2021-02-04T07:33:15Z
Re: [Guide] Multi Level filter selection on composite hierarchy https://community.anaplan.com/t5/Anaplan-Platform/Guide-Multi-Level-filter-selection-on-composite-hierarchy/m-p/96927#M22223 < P > < LI-USER uid = " 400 " > < / LI-USER>  any good idea said it and re-said it does not heart

Fri, 05 Feb 2021 14:08:23 GMT https://community.anaplan.com/t5/Anaplan-Platform/Guide-Multi-Level-filter-selection-on-composite-hierarchy/m-p/96927#M22223 alexpavel 2021 - 02年- 05 - t14:08:23z
Re: [Guide] Multi Level filter selection on composite hierarchy https://community.anaplan.com/t5/Anaplan-Platform/Guide-Multi-Level-filter-selection-on-composite-hierarchy/m-p/97060#M22253

I remember when my boss then had the idea it was possible, he challenged me and another guy, who managed it first.

T'was the days !

Mon, 08 Feb 2021 08:14:52 GMT https://community.anaplan.com/t5/Anaplan-Platform/Guide-Multi-Level-filter-selection-on-composite-hierarchy/m-p/97060#M22253 nathan_rudman 2021-02-08T08:14:52Z