1. Anaplan User Experience
  2. Build apps and pages in the User Experience
  3. Display data
  4. Configure context selectors
  5. Filter items in a context selector

Filter items in a context selector to show only the information that users need for their planning activities.

You can filter items in a context selector on both boards and worksheets, but not on individual cards.

You cannot filter items in a context selector if you use it as a hierarchy filter for the primary grid on a worksheet, or all cards on a board.

Line items cannot be filtered in a context selector.

Open the Filter panel and configure filters

  1. In designer mode, click the cog to the left of the context selector.
    A drop-down menu displays.
The cog icon to the left of a context selector has been clicked. A drop-down menu displaying radio buttons for Off, Label, Selector, and options for Filter and Show / Hide display.
  1. Choose Filter.
    The Filter panel displays on the right of the screen.
  2. Click the dropdown to the right of Show items that match.
    Choose Any or All in the drop-down menu. This determines whether items have to match one, or all, of the filter rules to display in the context selector.

Add a filter rule

  1. Click Add rule.
    A Rule section displays, which contains the Select a module dropdown and a trash can icon.
  2. Click the Select a module dropdown, and select a module to filter your context selector by from the drop-down menu.
    The only modules displayed are ones that contain the list a context selector is based on.
    The Select line item dropdown displays.
  3. Click the Select item dropdown and select a line item to filter your context selector by from the drop-down menu.
    Further options to define your filter rule display. What options display depends on the structure of the selected line item and its source module.
The Filter panel displays on a worksheet named Account Targets. The number-formatted Contract Bookings line item is selected, a filter condition of Greater than or equal to 55,000,000 has been entered, and FY19 has been selected for the Time dimension.
  1. Click the Select filter condition dropdown and select a filter condition from the drop-down menu.
    The available options vary based on line item format, and include:
Filter conditionApplicable line item formatsFunction
Equal toNumber, date, time period, list, and textFilters to display items that match the value you enter.
Is not equal toNumber, date, time period, list, and textFilters to display items that do not match the value you enter.
Between or equal toNumber, date, and time periodFilters to display items between or equal to two values you enter.
Less thanNumber, date, and time periodFilters to display items that are less than the value you enter.
Less than or equal toNumber, date, and time periodFilters to display items that are less than or equal to the value you enter.
Greater thanNumber, date, and time periodFilters to display items that are greater than the value you enter.
Greater than or equal toNumber, date, and time periodFilters to display items that are greater than or equal to the value you enter.
Is blankDate, time period, list, and textFilters to display items that are blank.
Is not blankDate, time period, list, and textFilters to display items that are not blank.
Is trueBooleanFilters to display items with a Boolean value that is true.
Is falseBooleanFilters to display items with a Boolean value that is false.
  1. In the field that displays beneath the Select filter condition dropdown, enter or select a value to filter by.
    How you enter or select a value depends on the format of the line item selected in step 3. Your options can include:
    • Number-formatted line items, where you enter a numerical value into the field
    • Boolean-formatted, where no action is required
    • Date-formatted, where you select a date from the date picker
    • Time period-formatted, where you select a time period from the dropdown
    • List-formatted, where you select a list from the dropdown
    • Text-formatted, where you enter text into the field
  2. Under the Context selectors heading, click the dropdowns for any context selectors in the source module and select values from the drop-down menu.
    This determines which values to filter for the line item you selected in step 3.
  3. Click Apply to apply your filters to the context selector.
    Repeat steps 1 through 6 to create additional filter rules.
    Click the trash can icon in the top-right of a filter rule to delete it. 
  4. Click Publish in the top-right of the screen to save your filters.