Current Period Filtering for List

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mlfloresnel
mlfloresnel Member, ALL USERS, GroupMember Posts: 5 Occasional Contributor
in User Experience

Hi Anaplan Community,

 

I am interested in filtering a list in a saved view, based on the current period, for dashboards we are converting to new UX. So, for example, I have a list of locations that are charged a certain percentage for occupancy and my grid is showing the percentage each location is charged each month (example below):

 

mlfloresnel_1-1645631364993.png

 

These numbers are subject to change each year and I would like to hide those locations that do not have any percentage charge. However, when I go to add a filter for the saved view, I only see Time options for the 3 years we have in our model calendar (below):

 

mlfloresnel_2-1645631930430.png

 

I am wondering if there is any way I can have this automatically update to the current (FY) period automatically without me having to remember to go in and update the saved view each year. In the case above, I have to go in and update from FY21 to FY22; I would like this to be automatic.

 

Is this possible? Or Does anyone have any suggestions/workarounds?

 

Thank you, in advance!

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