12.4.1

stukcup

Good evening!
Please see my screen shot below.

The training asks us to do the following:

Create a new saved view: 

• Filter: Forecast Months only 
• Saved and name the view: Forecast Periods

My apologies in advance but I'm not sure how to acccomplish this section. Please advise! Thank you!

 

JaredDolich

@stukcup 

Oh, so close! So close.

You had the right window opened, you just need to click on the plus sign and add a filter on the time dimension. Open up you Monthly system module that has the line item (Boolean format) that identifies the forecast periods. Once the filter is applied, "View" "Save As" and name your saved view. You can then use that saved view in the New UX board or worksheet.

stukcup

🙂 Thanks so much @JaredDolich!!

Abdur

@JaredDolich Thank you👍