User selecting name to filter dashboard every login session because of restricted sorting options

alfleming

Hi there,

 

We have lists Region -> Gateway -> Codes in that order of parent hierachy.

Say you have a module which uses the list Codes, with a line item 'region rank'. And you want to sort the codes by region rank. This would then put the Region, the Gateway, and then sort all the codes within this gateway by the region rank. But what I actually want is to sort all the codes by this region rank within the Region, not the gateway. Basically, remove the gateway out of the list and then sort within the region. The only way to get this to work is to 'select levels to show' to just Codes and then filter to the correct gateways in that region. So if you want to do this on a dashboard for the user, this means you need a separate module to 'select region'. And then have a line item in the original module which is a boolean that is true for all codes in the region selected. This boolean line item and the region select module also needs to apply to a list of users, so that when multiple users are in the dashboard at the same time, they are not changing each others views.

 

This means that when users are in the dashboard, and they want to filter the module correctly, they have to go data -> filter -> select their name -> ok. This needs to be done every time they open the dashboard, as the default is to filter to my name, which may have a different region selected. This is extremely inconvienient for a user who is frequently entering this dashboard throughout the day.

 

(I hope this makes sense, its hard to explain in words - Michele at Anaplan knows about it though!)

 

Thanks