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

krishnadbr
krishnadbr
in Integrations and extensibility

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 

krishnadbr_0-1632399513768.png

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

krishnadbr_1-1632399685891.png

The filters I added are as below.

krishnadbr_2-1632399752965.pngkrishnadbr_3-1632399784579.png

And 

krishnadbr_4-1632399826295.png

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.

krishnadbr_5-1632400019313.png

 

Please help.

 

Thanks,
Balarama Krishna

Tagged:

Best Answer

  • anand.shekhawat
    anand.shekhawat
    Answer ✓

    @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

    https://in.linkedin.com/in/anand-shekhawat-35645486

Answers

  • krishnadbr
    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
    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

    https://in.linkedin.com/in/anand-shekhawat-35645486

Categories