1. Anaplan User Experience
  2. Build apps and pages in the User Experience
  3. Display data
  4. Synchronization
  5. Configure a hierarchy filter

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.

If hierarchy filter is enabled, show, level, and sync selections are not supported for the axis.

To add or edit a card:

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

To configure a hierarchy filter:

  1. 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.
  2. Repeat step 1 to configure the hierarchy filter for other cards on the page.

To position your card and publish it:

  1. 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.
  2. To save your changes, select Publish.
    You can save the page as a draft if you're not yet ready to publish.


Disclaimer

We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.