12.4.1 Activity: Create Saved View for Non Employee Expenses

SravanKumar
Occasional Contributor

12.4.1 Activity: Create Saved View for Non Employee Expenses

I have created a saved view and named the view: as Forecast Periods

The SYS00 Time Settings module has a line item for only the Forecast period. 

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How to set Forecast Months only Filter?

  • Filter: Forecast Months only 

I am unable to set Forecast Months filter. Can anyone help me on this?

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1 ACCEPTED SOLUTION

Accepted Solutions
einas.ibrahim
Master Anaplanner/Community Boss

Hello @SravanKumar 

If you have 2 modules with a common dimension then you can filter data in one module based on values from the other module. That's basically the concept of using a time system module.

Under the Time tab in the filter dialogue, Filter the saved view by SYS00 Time Setting.Forecast Period = True
This will only show time periods in the EMP02 module where months = Forecast Period months as set in the time module SYS00

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Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"

Dear community members
Consider posting your question as a new topic and not in the thread of another topic/question. This help other community members to easily find the answer they looking for and doesn't cause the original thread to be so cluttered that we can't find what we are looking for

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2 REPLIES 2
einas.ibrahim
Master Anaplanner/Community Boss

Hello @SravanKumar 

If you have 2 modules with a common dimension then you can filter data in one module based on values from the other module. That's basically the concept of using a time system module.

Under the Time tab in the filter dialogue, Filter the saved view by SYS00 Time Setting.Forecast Period = True
This will only show time periods in the EMP02 module where months = Forecast Period months as set in the time module SYS00

einasibrahim_0-1633838453745.png

 

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"

Dear community members
Consider posting your question as a new topic and not in the thread of another topic/question. This help other community members to easily find the answer they looking for and doesn't cause the original thread to be so cluttered that we can't find what we are looking for
SravanKumar
Occasional Contributor

Thank you ! it worked😊