Anaplan level 1 lesson 12

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pvenna
pvenna
in Academy Discussions

How do I do Create Forecast Periods Saved View?

In the model, open the OTH01 Non Employee Expenses module.

Create a new saved view: 

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

Can somebody help me with this?

Answers

  • KirillKuznetsov
    KirillKuznetsov
    edited August 2023
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    Hi @pvenna

    To create a saved view of a page you have to:

    1. Open the module you want to make a saved view of.

    2. Set all necessary filters/selected-items-to-show/sorting/color formatting/etc.

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    3. Go to: View → Save as…

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    4. Create a name that fits the function of this view.

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    5. After that, this view will be available for you in View → Open as well as in Contents panel and Model search

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    Cheers,

    Kirill

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