13.6.5 Activity: Add Column Chart to Margin Summary Page- Filter Issue-Forecast months only

Tejbal
Occasional Contributor

13.6.5 Activity: Add Column Chart to Margin Summary Page- Filter Issue-Forecast months only

 

Hi,

In the 13.6.5 Activity: Add Column Chart to Margin Summary Page, When applying filter am not able to find the Forecast months only, attached screenshot for better understanding. Not able to understand where i am going wrong

 

Thanks in Adv

Tej

 

 

Issue3.jpg

  • UX
6 REPLIES 6
Akhtar.shahbaz
Community Boss

Hi @Tejbal 

 

Please create one line item  Forecast Months Only in SYS00 time setting module.

Now you can use above module for you filter in the same view you have published. Select the module & line item from here as shown below

 

Screenshot_335.png

 

Screenshot_336.png

 

 

 

 

Tejbal
Occasional Contributor

Hi Akhtar,

 

Thanks for the reply. I already have the line item in the mentioned module. Its not about filters in the module. Its about the pages. Hope you got my point.

 

Thanks,

Tej

 

 

Issur 3.1.jpg

Akhtar.shahbaz
Community Boss

Hi @Tejbal 


In your screenshot, looks like you are try to find Forecast month only line items for filter which you will not find bcz your filter line item is in a different module so please select Sys00 time setting module & select the line item to use as a filter in your page

 

Tejbal
Occasional Contributor

Hi Akhtar,

 

I am following the learning module as follows,

 

Configure the Chart (Card Configuration panel opens) 

  • Overview tab:
    • Select view: View designer >> Custom views >> REV03 Margin Calculation
      • Confirm the Pivot is correct:
        • Context Selectors: G3 Location list, P2 Products list 
        • Columns: Time 
        • Rows: Line Items 
      • Show/Hide Line Items: Show only Margin
      • Filter: Time - show only Forecast Months
    • Title: Forecast Margin by Month 

Please help me out

 

Thanks,

Tej

 

Issue 4.jpgIssue 5.jpgIssue 6.jpgIssue 7.jpgIssue 8.jpg

DJSISON
Occasional Contributor

Hi,

 

This is the same issue undergoing right now.

 

Is there anyone can help regarding Configuring-

 

"Filter: Time - show only Forecasts months"

 

DJSISON_0-1658187657098.png

 

It shows Line Items not Time.

 

DJSISON_1-1658187732416.png

 Time shows drop down list all the months.

 

Anyone can shed a light regarding this?

 

Thanks!

ryan_kohn
Certified Master Anaplanner

@Tejbal @Akhtar.shahbaz FYI I moved this post to the Academy & Training forum.