Level 1: Create Saved Views for EMP02 module

mary8919

Hi, 

 

I have moved on to the save dashboards section. I am trying to create the EMP02: Forecast Periods. The instructions ask to filter by forecast months only. However, it is not clear to me how I can filter based on that when I create a filter. The only time options in filter are about start date. I tried to set that to be greater than on equal to Jan 1,2020 as that seems to be when the forecast starts. However, nothing is returned. 

 

How do I set up this saved view properly? 

 

 

 

Thank you, 

New2Anaplan

rob_marshall

@mary8919 

 

On the left, click on EMP02 Employee, this will open up a window of other modules and line items that you can select.

 

 

Hope this helps,

 

Rob