How to apply the filter to list member dynamically, if list member in Columns and line-items in Rows

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Karthick_P
Karthick_P Member, ALL USERS, Partner, Certified Model Builder Posts: 3 New Contributor

Hi All,

I have scenario, where module in UI looks like line-items in rows and List items in columns. 
In below examples, L1,L1...L10 are line-item
a1,b1...h1 are list and P1,P2 are parent of those list members. 

mekarthi03_2-1655091287048.png
Above is simple example, I have 10k records and 90 Parents to list items.

 

Requirement here is, I have to filter the line-items, where the values for list members are "0". In this example, I have to filter out L3 & L6 line-items, as it has "0" for all list members. 
I tried using the line-item subset, it is not working dynamically, it is asking selection of list members, while applying filter. Also, List members in the module is synchronized with the parent level grids.

Can you help on this?

Thanks in advance!
@Pooja @prabhu @kavinkumar @Misbah 

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  • Jitendra.Vishnolia
    Jitendra.Vishnolia Member, ALL USERS, GroupMember, Partner, Certified Master Anaplanner, Certified Model Builder Posts: 5 Certified Master Anaplanner

    Hey @Karthick_P ,

     

    It will work with Line Item subset, when it ask for selection of List items while applying filter, just select the top level item of the Hierarchy and apply the filter for not equal to zero.

    By this you will be able to filter out  the line-items, where the values for list members are "0". i.e. L3 & L6 line-items, in your case.

     

    Hope this helps.

     

    ~Jitendra

  • Karthick_P
    Karthick_P Member, ALL USERS, Partner, Certified Model Builder Posts: 3 New Contributor

    Hi @Jitendra.Vishnolia 

    Thank you quick response. I am adding an another examples, where the line-item with "0" differs to different list items.
    In below example, if we select P1 using synchronization, then it should hide L3 & L6 and If we select P2, then it should hide L2&L7 dynamically.

    mekarthi03_0-1655096236252.png

     

  • Jitendra.Vishnolia
    Jitendra.Vishnolia Member, ALL USERS, GroupMember, Partner, Certified Master Anaplanner, Certified Model Builder Posts: 5 Certified Master Anaplanner

    @Karthick_P  If your view consist of LineItems in Rows and List in Pages. Then while applying filter, you can select the Current Page from the drop down. 

    By that you will get the desired results.

  • Karthick_P
    Karthick_P Member, ALL USERS, Partner, Certified Model Builder Posts: 3 New Contributor

    Hi,

    The page is designed long ago and user will not accept to pivot the list items to pages. I think, user expectation is to achieve the filter with same view

  • Jitendra.Vishnolia
    Jitendra.Vishnolia Member, ALL USERS, GroupMember, Partner, Certified Master Anaplanner, Certified Model Builder Posts: 5 Certified Master Anaplanner

     @Karthick_P ,

     

    I understand that you have the view where Line items are in rows and List in columns and you have turned Hierarchy filter in new UX.

    While applying the Line item subset filter you won't be getting Filter context as - current - . To achieve this Filter context as current you have to pivot the List items to pages and apply this Line item subset filter.

    JitendraVishnolia_0-1655119355906.png