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. 

SravanKumar_1-1633836356290.png

 

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

Re: 12.4.1 Activity: Create Saved View for Non Employee Expenses

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"

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2 REPLIES 2
einas.ibrahim
Master Anaplanner/Community Boss

Re: 12.4.1 Activity: Create Saved View for Non Employee Expenses

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"

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SravanKumar
Occasional Contributor

Re: 12.4.1 Activity: Create Saved View for Non Employee Expenses

Thank you ! it worked😊