Level 1 Activity 13.6.5

Jacob3
Jacob3
in Modeling

Hi,

In activity 13.6.5 of the L1 MB course I am supposed to use Custom Views and use Time to filter such forecast is shown by months and FY totals. In the model view the FY totals show at the end of the year. However, in the Custom Views it is at the beginning. 

 

Please see attached screenshot.

 

How do I get the year totals to show at the end of the year. Is deselecting the FY19 and MM19 the correct way to filter?

Thanks for the support.

Jacob

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  • rob_marshall
    rob_marshall

    @Jacob3 

     

    Think "sorting"

  • Jacob3
    Jacob3

    @rob_marshall Correction: My apologies it is in the 13.9.3 activity. I am not sure whether your hint still holds or not.

     

    Once I have selected the custom view as instructed by the course work the sort feature is deactivated.

     

    I can use the "Hide" and select "Time" and then deactivate like I mentioned before but cannot get the FY20 to move to the end of the year.

     

    Thanks

    Jacob

  • rob_marshall
    rob_marshall

    @Jacob3 

     

    In the design of the card, click a month and then the "totals" icon.

     

     

    Check out the below:

     

    2021-09-08_13-30-45.png

     

     

    Rob 

  • Jacob3
    Jacob3

    @rob_marshall I was able to get the year totals using the reorder icon but not the way you have suggested.

     

    I was  in the designer view when I did the reorder. But I am not able to do what you have suggested. I am not trying to move the totals from the bottom to the top or vice versa. I wanted the FY20 to show after Dec 20 instead at the beginning -  before Jan 20.

    Sorry if I was not clear.

    Thanks for your help

    Jacob

  • rob_marshall
    rob_marshall

    @Jacob3 

     

    No, you were clear, maybe I wasn't.  Take a look at the below to see if this helps.

     

    While in the Designer, click on any month, this will put the focus on the Time dimension and choose the fifth icon (Totals Position is displayed when you hover over it).  When you select Before, the totals will be at the beginning.

     

    2021-09-09_07-15-56.png

     

    If you select After, the totals will be at the end:

    2021-09-09_07-16-23.png

     

    2021-09-09_07-16-49.png

     

    And, you will be able to see a little half blue arrow next to the icon, either going up or down depending on where you want the totals.

    Click Update, then Save, then Publish.

     

    Hope that helps and is more clear.

     

    Rob

  • Jacob3
    Jacob3

    Hi @rob_marshall  I must be doing something wrong but not sure where. Because I am following the steps and cannot achieve the results.

    I have attached the screenshots of the steps I followed. In this case I tried to put the year totals in the front as I already have it where I want it to be. I tried to see whether your steps will work.

    What I noticed is when I select "After", the "Group at end" is slightly greyed out also. I clicked "NEXT" and then "UPDATE". Nothing changed.  May be I am in the wrong page where I am trying to make the change.

     

    I even changed the pivot view so that only the line item "Volumes" is displayed and went thru the same steps.

    Thanks for all your help.

    Jacob

  • Jacob3
    Jacob3
    Thank you so much

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