topic Re: Report design question in Anaplan Platform https://community.anaplan.com/t5/Anaplan-Platform/Report-design-question/m-p/117020#M28858

Alongside? do you mean in a different card? Users want to export the one grid as a report so it cannot be separated.

Is there a way to them combined?

星期二,2021年8月17日15:38:05格林尼治时间 lilasququ 2021-08-17T15:38:05Z Report design question https://community.anaplan.com/t5/Anaplan-Platform/Report-design-question/m-p/116985#M28842

In the attached screen shot you will see one of our report by Project and by Time. This module is dimensioned by Time, Project List, Function list and Funding type. We have data for actual, forecast and etc.

 

We need to see Project ID and Project Status information on this report. But if I add them as line item, they show up under every month. I tried hard coding the module view but people can select the month or year on the report.

 

Project ID is a property in the Project list. So I'm not sure if there's a good way to display that in this situation? Any insight would be helpful. Thanks.

 

星期二,17 Aug 2021 00:22:57 GMT https://community.anaplan.com/t5/Anaplan-Platform/Report-design-question/m-p/116985#M28842 lilasququ 2021-08-17T00:22:57Z
Re: Report design question https://community.anaplan.com/t5/Anaplan-Platform/Report-design-question/m-p/116994#M28847

 

Create a systems module dimensioned only by project. Add line items for the two project properties, format them by the relevant lists and populate them as per each project. 

Publish this additional grid alongside the time series data.

星期二,17 Aug 2021 07:49:38 GMT https://community.anaplan.com/t5/Anaplan-Platform/Report-design-question/m-p/116994#M28847 ChrisAHeathcote 2021-08-17T07:49:38Z
Re: Report design question https://community.anaplan.com/t5/Anaplan-Platform/Report-design-question/m-p/117020#M28858

Alongside? do you mean in a different card? Users want to export the one grid as a report so it cannot be separated.

Is there a way to them combined?

星期二,2021年8月17日15:38:05格林尼治时间 https://community.anaplan.com/t5/Anaplan-Platform/Report-design-question/m-p/117020#M28858 lilasququ 2021-08-17T15:38:05Z
Re: Report design question https://community.anaplan.com/t5/Anaplan-Platform/Report-design-question/m-p/117046#M28865

Try adding properties to the list and when creating the export action set up export labels to include list properties.

星期二,17 Aug 2021 19:04:01 GMT https://community.anaplan.com/t5/Anaplan-Platform/Report-design-question/m-p/117046#M28865 ChrisAHeathcote 2021-08-17T19:04:01Z
Re: Report design question https://community.anaplan.com/t5/Anaplan-Platform/Report-design-question/m-p/117048#M28866

Thank you. So in order for the export to happen it seems I will need to create a button on the UX page. Users only have access to the dashboard. Is there not a solution to include that on the grid or in the export from the grid?

星期二,17 Aug 2021 19:32:33 GMT https://community.anaplan.com/t5/Anaplan-Platform/Report-design-question/m-p/117048#M28866 lilasququ 2021-08-17T19:32:33Z
Re: Report design question https://community.anaplan.com/t5/Anaplan-Platform/Report-design-question/m-p/117062#M28873

No.

The best way to show time series data alongside non time series data is to use two cards.

星期二,17 Aug 2021 22:27:55 GMT https://community.anaplan.com/t5/Anaplan-Platform/Report-design-question/m-p/117062#M28873 ChrisAHeathcote 2021-08-17T22:27:55Z
Re: Report design question https://community.anaplan.com/t5/Anaplan-Platform/Report-design-question/m-p/117063#M28874

Thank you

星期二,17 Aug 2021 23:54:06 GMT https://community.anaplan.com/t5/Anaplan-Platform/Report-design-question/m-p/117063#M28874 lilasququ 2021-08-17T23:54:06Z