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

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