create a filtered, saved view that displays data for only months in the Forecast period.

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Prithi
Prithi
in Integrations and extensibility

Hello Everyone

In the Level 1 exercise 12.4.1 Create saved filtered views , I couldnt find how to add filter only for the forecast period

Hint: The SYS00 Time Settings module has a line item for only the Forecast period.  I couldnt undersatnd this hint and how to apply this filter condition to show only the forecasted year

Can you please help how to add this filter ?

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  • shivanandhonnalli
    shivanandhonnalli
    Answer ✓
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    @Prithi

    You can filter the view by following the steps. Go to Filters ➡️ Click on Time ➡️ Select the SYS00Time settings module ➡️ Now select the Forecast Period Line item ➡️ select the is equal to and check the box.

    Hope it helps

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