Struck at L1M1 12.4.6 Activity: Create Saved Views for Employee Expenses

krishnadbr

Hi All,

I am struck at this. The training materilas asks

Create a new saved view:

Pivot the view:
- Pages: E2 Employees#: Active?
- Columns: Time
- Row: Line Items
Filter: Show Forecast Months only
Save and name the view: Forecast Periods

My Pivot shows

In my saved view everything is showing correct but I am not seeing FY year totals

The filters I added are as below.

And

Please can some one advise what is wrong and why I am not getting FY year coloumns for this view.

My E2 Employee Expenses Module is showing FY year totals.

Please help.

Thanks,
Balarama Krishna

Accepted answers

anand.shekhawat

@krishnadbr

FY summary is not visible because you have applied the filter to show months only. If you remove or untick the filter, it will be visible to you.

~Anand

All comments

anand.shekhawat

@krishnadbr

FY summary is not visible because you have applied the filter to show months only. If you remove or untick the filter, it will be visible to you.

~Anand

krishnadbr

Thanks Anand,

One more small question. Can I add E2 Employees#: Active? directly to pivot without filter or should this be done via filter option only? Please advise.

Thanks,

Balarama Krishna

anand.shekhawat

@krishnadbr

Anaplan is a very flexible and robust tool. You can achieve a particular functionality by multiple approach. If you feel it's correct and gives you what you want than surely go for it.

But for the certifications I would advice you to follow the steps given in the training material religiously.

I hope it helps

~Anand

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