Filtering Data

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AbhishekKPPN
AbhishekKPPN Member, ALL USERS Posts: 1 New Contributor
in Planning & Modeling

Hello Community,

In My model building I need a filter. Where if I Check on Monthly data should be available on monthly Basis. And if I check quarterly then it should be available in Quarterly basis so on..

Please help me through this.

Regards

JEEVAK

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  • pyrypeura
    pyrypeura Member, ALL USERS, GroupMember, Partner, Certified Model Builder Posts: 5 Occasional Contributor

    Hi,

    You can achieve this with simple filtering modules. First module would be selection filter to select if months or quarters should be shown. 

     

    pyrypeura_0-1661495197394.png

    Second module would be a calculation module where show months and show quarters are calculated on separate line items. Then these two line items are calculated together with Or statement. This final boolean value can be then used to filter wanted views. 

     

    pyrypeura_1-1661495225872.png

    When creating filtering modules you probably want to include user list especially if there is more than one user for the view. When user list is included then each user can control their own filters.

     

    Best Regards,

    Pyry Peura

    Bedford Consulting

     

  • pyrypeura
    pyrypeura Member, ALL USERS, GroupMember, Partner, Certified Model Builder Posts: 5 Occasional Contributor

    Hi @jagadishdash,

    Please note that according to the best practices filters should be always one boolean not multiple booleans as multiple booleans is worse for the performance.

     

    Here's a link to filter best practices:

    https://community.anaplan.com/t5/Best-Practices/Filter-best-practice/ta-p/37595 

  • sobaid
    sobaid Member, ALL USERS, Partner, Community Member, Certified Model Builder Posts: 5 Regular Contributor
    Do you want just Months or months with FY like (jan -Dec or FY22) in months?

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