Configure a hierarchy filter - Anaplan Technical Documentation

You can configure a hierarchy filter on a board or a worksheet.

This ensures that changes to a card or grid cascade to other elements on a page.

Apply a hierarchy filter to a card where the underlying view dimension does not have a selection applied to it.

Hierarchy filtered grids are fully customizable. For example, you can show/hide, pivot, or sort your data.

To add or edit a card:

Select Edit this page in the toolbar to open your page in designer mode.
Optionally, add a new card.
Read how to add a card to a board, worksheet, or report.
Select the Configure button on a new card, or hover over your card and select the pencil icon .

To configure a hierarchy filter:

In the Context tab of the Card configuration panel, toggle right Hierarchy filter to enable it.
Additional dimensions might display below and selectors display in the page toolbar.
Repeat step 1 to configure the hierarchy filter for other cards on the page.

To position your card and publish it:

Optionally, drag and drop your card to where you want it to display.
To drag and drop, select the drag handle in the center of the top of a card.
- On worksheets, drag your cards within the Additional insights panel.
- On boards, size and arrange your cards in rows and columns.
- On reports, freely arrange your cards on report slides.
To save your changes, select Publish.
You can save the page as a draft if you're not yet ready to publish.