Default Time Selected on a Dashboard

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cpalm2
cpalm2 Member, ALL USERS, GroupMember, Community Member, Certified Model Builder Posts: 5 Occasional Contributor
in User Experience

Hi,

 

I am having trouble with the default time dimension across my dashboard being synced up. I know Anaplan says a best practice is to select your page selectors at the top of the page no matter what so you know everything is synced, but realistically some aren't going to do this no matter how many times you tell them. Then they are confused when numbers don't match up.

Grids can default to the same time if you use a saved view and publish to a dashboard using that saved view. KPI cards don't seem to work that way though. In my experience they default to whatever the current period is no matter what.

I am wondering if anyone has a solution to this.

 

Thanks!

 

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  • cpalm2
    cpalm2 Member, ALL USERS, GroupMember, Community Member, Certified Model Builder Posts: 5 Occasional Contributor

    Sorry for the delayed response.

    My dashboard updates to Mar 21, the current period. It does this because the KPI cards are defaulting to Mar 21.

    cpalm_0-1616682998386.png

    This is the KPI card.

    cpalm_1-1616683076410.png

    I have the grids on this dashboard defaulting to FY21 which is what I would like everything to default to.

     

    The KPI cards come from the same module as the grid on the dashboard so they have the same time scale

     

     

  • cpalm2
    cpalm2 Member, ALL USERS, GroupMember, Community Member, Certified Model Builder Posts: 5 Occasional Contributor

    We still want them to be able to toggle to other time periods. Wouldn't that mean you can't go to those other time periods?

  • Durnferd
    Durnferd Member, ALL USERS Posts: 5 Contributor

    "Unfortunately, I am not aware of a process to set a default time period."

     

    Is this not something worth looking into? 

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