Improve chart, pivot table, and filter interactions

Redwood Platform

With this update, you can see the improvements in chart, pivot table, and filter interactions for member filters, cell edits, hierarchy expansion, and mass edit. You can view all selected members across hierarchies, see progress while updates or hierarchy expansions run, apply page context to cell edit disaggregation, and use a date picker for date cells in mass edit.

View selected hierarchy levels from multiple hierarchies

Planning can now display data for hierarchy levels selected from multiple hierarchies in a pivot table. For example, you can select and display both Business Unit and Organization levels from different organization hierarchies.

Benefits

  • Enables analysis across complementary hierarchy views in one table.
  • Reduces the need to switch between separate pivot-table configurations.
  • Provides a more complete view of how data is organized and related.

Select Business Unit and Organization levels from different Organization hierarchies

Selecting Business Unit and Organization levels from different organization hierarchies

When you enter data or expand a hierarchy in a table, a processing indicator now appears while the request is running indicating that your update is being processed.

Benefits

  • Confirms that the requested action is in progress.
  • Improves visibility during operations that can take time to complete.
  • Helps you avoid repeating an action while the table is being updated.

A Processing indicator appears while entered values are updated

Indicator showing update in progress

A Processing indicator appears while a table hierarchy is expanded

Indicator showing table hierarchy expansion in progress

Using page-level filter context for cell edit disaggregation

Planning now considers page-level filters when disaggregating values entered in a table. Values are applied only to the entities included in the active page context.

Benefits

  • Keeps value distribution aligned with the scope currently selected by the user.
  • Helps prevent changes from being applied to entities outside the active page context.
  • Makes cell edits more predictable and reduces follow-up corrections.

Values entered in the table are disaggregated only to entities included by the active item filter.

Values entered in the table are disaggregated only to entities included by the active item filter

Use a date picker for date-based mass edits

When you mass edit date-based measures, such as Adjusted Launch Date, you can now use a date picker to select the new value. This makes date updates faster and helps ensure consistent date entry.

Benefits

  • Speeds up date selection during mass edit.
  • Helps reduce formatting and data-entry errors.
  • Makes date-based updates easier to complete consistently across selected cells.

Select a date from the date picker when mass editing a date-based measure

Selecting a date from the date picker when mass editing a date-based measure

Steps to enable and configure

You don't need to do anything to enable this feature.

Access requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

Privileges required for this feature

Privilege status Privilege name and code
Previously delivered

Manage Planning Pages (MSC_MANAGE_PLANNING_PAGES_PRIV)
Previously delivered View Planning Objects (MSC_VIEW_PLANNING_OBJECTS_REST_SERVICE_PRIV)