IBP excel add-in: Adding an attribute to the selection list when filtering a Master Data Type/Book

[robvid]

I tried to post the question to a previous post https://answers.sap.com/questions/12664203/adding-the-selection-list-into-attribute-filter-fr.html but for some reason, I couldn't submit it. I followed and checked on every one of the replies in that post and still, I cannot get it to display the attribute in the Filter/Attributes drop down section

My case is:

Non-Standard attribute in: MDT (Master Data Type) Location Source.

Type of attribute: alphanumeric, two characters.

Assigned to Planning Area: Yes.

Authorization restriction: I was given full access.

Common filter: unchecked/ticked

Here are some of my snapshots:

So far when I try to create the filter only the 3 mandatory attributes for Location Source are displayed

By contrast, the consultant created non-standard attributes (e.g.in Location Product, *SP Grouping) and they are displaying

The only difference that I can see is that they are assigned at least to a Planning Area. The particular attribute I want to display in the filter dropdown/list is not assigned to any Planning Area. Is that a factor?

I will greatly appreciate your help with this

Thanks

Roberto

[robvid]

In my last paragraph, I made a typo

The only difference that I can see is that they are assigned at least to a Planning Area. The particular attribute I want to display in the filter dropdown/list is not assigned to any Planning Area. 

I meant instead Planning Level.

[ankpatel · Accepted solution]

Hi Roberto,

Yes, that is correct if you want to have any attribute available in filter selection, it has to be assigned to Planning Area and at least in one of the planning level.

Regards
Ankur

[robvid · Accepted solution]

Thanks very much, Ankur. I figured it could be the Planning Level.

I tried to include some of the same Planning Levels (as in the non-standard reference) but they became inactive. I tried to make them active (Planning Levels) and activate the Planning Area again but it failed. Problem is that in the absence of a test environment functional I was doing it in the Live environment and wont try again until I regain the test environment funcionality

Thanks again much appreciated

[robvid · Accepted solution]

One quick question if I was to use only one Planning Level, which one would you suggest?

Thanks again

[SatishWaghmare]

Hello Roberto,

It is very commonly missed when new attributes are added. Here are the steps one need to follow -

1. Create attribute (Example: Customer Channel)

2. Assign attribute in the MDT (Add customer channel in Customer MDT)

3.Assign attribute to Planning Area (Select Customer Channel in Customer MDT at Planning Area level). You could rename the attribute label at Planning Area level.

4. Assign attribute to Planning level. ( Add Customer Channel to relevant Planning levels). It is best practice to keep selected attributes consistent across planning levels.

Thank you

Satish Waghmare

[robvid]

Thanks very much, Satish, much appreciated. I will follow those steps