Filter data on criteria that can change month to month

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dwright
dwright Member, ALL USERS Posts: 4 New Contributor
in Planning & Modeling

I'm fairly new to Anaplan and I'm sure if I'm approaching this issue correctly so I thought I'd ask here.

We have sales rep data that shows what "compensation group" they belong to for a specific month, along with what they sold and earned in that month. I'm trying to create a FYTD report on this that shows each compensation group by rep by month. In trying to make this work I've noticed I have to create an Any filter that checks for each month of the year along with the applicable group(i.e. "Group A and July '21" OR "Group A and August '21" etc.). Is there a better way to filter this? 

 

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  • dwright
    dwright Member, ALL USERS Posts: 4 New Contributor

    dwright_0-1648491798892.pngdwright_1-1648491824816.png

    The first image is the data I have, and the second is a mockup in Excel of what I want the report to look like. (each "group" would be its own report rather than all on 1 page)

  • dwright
    dwright Member, ALL USERS Posts: 4 New Contributor

    Alex,

     

    What happens when I filter by role (I want to see the entire fiscal year) is if a rep is no longer in a role (or employed by the company) they don't show up at all, it only shows reps that are in the role at the time of the report.

     

    Dallas

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