DaanishSoomar
Certified Master Anaplanner

Filtering non-numeric line items

Hello,

I have read the below articles on how to filter line items using a Line Item Subset. This currently works great for my use case, except I also need to filter and include non-numeric line items like booleans.

The below article runs into the limitation of only being able to filter numeric line items via Line Item Subset. Has anyone discovered a workaround to this? The use case is I want to also include an override checkbox to be displayed however the LISS filter hides it. The only other method I could think of was converting the Override checkbox to numeric using 1 or 0.

任何想法,将不胜感激。我已经对Ideas交换帖子进行了投票,但是如果有人发现解决方法,请寻求其他帮助。

谢谢,

Daanish

Articles I have researched already:

https://community.anaplan.com/t5/Anaplan-Platform/How-to-filter-line-items/td-p/7727

https://community.anaplan.com/t5/Anaplan-Platform/Filter-Line-Item-in-Module-view-based-on-another-L...

https://community.anaplan.com/t5/Idea-Exchange/Allow-for-line-item-subset-to-be-more-than-just-numbe...

2个接受的解决方案

Accepted Solutions
ChrisAHeathcote
社区Boss

@DaanishSoomar

I feel your pain. The issue is that non numerical line items are not compatible with the COLLECT() function as this aggregates only numerical line items.

Therefore, have you considered splitting out your inputs into separate modules and using lists instead of line items for those non numerical items.

Create a master list which will be used to tie everything together such as view 1, view 2 etc.

Create a module for each format type and include this master list as a dimension.

Create a filter module for each master list combination and configure each view using a boolean.

将网格发布到板上,从页面上下文选择器中删除主列表并发布字段卡。

使用现场卡来驱动每个网格卡的过滤器。

This is a high level summary but I think this would work.

祝你好运,

Chris
heathcoteandherran.com

View solution in original post

AntonMineev
Certified Master Anaplanner

By the way, I have one way to solve it. I do not like it (especially since it is badly transferred to UX), but maybe it will be useful to you. You can display two (or more) tables side by side. In the first there will be Numbered Line Items with a filter, in the second table there will be other Line Items (text, boolean). In this case, the minimum size of the row width (Width for Row Labels) is set for the second table. The main disadvantages of this approach are:


1. All LI are grouped: numbers separate from logical and text.
2. It is required to duplicate the settings of other filters on two tables.
3. Efforts should be made to avoid scrolling differences between the two tables.
4. If the user applies his filters to one of the tables, the logic will be broken.

View solution in original post

7 REPLIES7
rob_marshall
Moderator

@DaanishSoomar

Using 1's and 0's is the way i have accomplished this in the past:

2021-04-05_16-56-19.png2021-04-05_16-56-45.png2021-04-05_16-57-04.png

AntonMineev
Certified Master Anaplanner

Hi@rob_marshall!

I think@DaanishSoomar有一些不同的问题。我明白,因为我也有类似的问题:slightly_smiling_face:

This is about problem, when we have module and dashboard for input data.

Simle exemple:

LI 1: Amount

LI 2: MoM

LI 3: MoM, %

LI 4: Text Notes

LI 5: Boolean check

通常,我们可以拥有许多具有不同VA计算的LI,并且我们希望对其进行过滤。因为这是李,我们需要使用lis,但是我们不能在其中包含布尔和文本订单项。

As a result, I can't make a filter where the user would select the desired types of comparisons and at the same time text LI doesn't hide.

At the same time, there is no way to translate the data into a reference book, because we need different types of data (workarounds using text instead of numbers are too suboptimal in system speed).

Снимок экрана 2021-04-06 в 08.52.38.png

DaanishSoomar
Certified Master Anaplanner

谢谢for the insight@rob_marshall那条思维是我最初开始的道路。但是,如@AntonMineevmentioned the issue is a bit different and he has a good way of describing the issue.

AntonMineev
Certified Master Anaplanner

By the way, I have one way to solve it. I do not like it (especially since it is badly transferred to UX), but maybe it will be useful to you. You can display two (or more) tables side by side. In the first there will be Numbered Line Items with a filter, in the second table there will be other Line Items (text, boolean). In this case, the minimum size of the row width (Width for Row Labels) is set for the second table. The main disadvantages of this approach are:


1. All LI are grouped: numbers separate from logical and text.
2. It is required to duplicate the settings of other filters on two tables.
3. Efforts should be made to avoid scrolling differences between the two tables.
4. If the user applies his filters to one of the tables, the logic will be broken.

DaanishSoomar
Certified Master Anaplanner

谢谢@AntonMineev,

感谢您的见识和解决方案,我将在这个关头上掌握我能得到的东西。恐怕提出的任何解决方案都不漂亮,干净或容易。因此,即使解决方案并不遵循最佳练习,我也对其他人也有任何想法。

This solution may work, as you said, it may not be ideal but it certainly achieves what we are looking for.

ChrisAHeathcote
社区Boss

@DaanishSoomar

I feel your pain. The issue is that non numerical line items are not compatible with the COLLECT() function as this aggregates only numerical line items.

Therefore, have you considered splitting out your inputs into separate modules and using lists instead of line items for those non numerical items.

Create a master list which will be used to tie everything together such as view 1, view 2 etc.

Create a module for each format type and include this master list as a dimension.

Create a filter module for each master list combination and configure each view using a boolean.

将网格发布到板上,从页面上下文选择器中删除主列表并发布字段卡。

使用现场卡来驱动每个网格卡的过滤器。

This is a high level summary but I think this would work.

祝你好运,

Chris
heathcoteandherran.com
DaanishSoomar
Certified Master Anaplanner

@ChrisAHeathcote,

Yeah the only other idea that came to mind was substituting the line items and converting them to a list. Thanks for the detailed steps, I will try this out.

This is the only workaround I have found that actually achieves what I am looking for I believe. This is quite the journey to go down for simple display purposes, but I think for the customer we are with, it will be worth it to them. Very much appreciated!