Different Timescale/Version View

aishabhy05
Contributor

Different Timescale/Version View

Hello All,

 

I would like to create a reporting module as follows (in the screenshot). Is it possible to have a view like the screenshot attached? Please note I have versions in the model and timescale as well. 

 

Versions: Actual, Forecast, Budget

 

20 Actual, 21 Budget, 21 Actual this should be in sequence as per the report. Would like to get a thought process/idea on the same. Appreciate your response. 

 

aishabhy05_1-1627274267653.png

 

Thanks,

Aish

 

 

 

7 REPLIES 7
ShivankurSharma
Certified Master Anaplanner

Re: Different Timescale/Version View

Hi @aishabhy05 

 

Try creating a filter line with Boolean format according to the requirement, adjust your saved view according to the desired format, and apply the filter to the view. This should help to get you the output.

 

Thanks!

aishabhy05
Contributor

Re: Different Timescale/Version View

How to get Apr 20(Actuals), Apr 21 (Budget) , Apr 21(Actual) using the filter in the same sequence?  

actual and budget are versions. 

ChrisHeathcote
Community Boss

Re: Different Timescale/Version View

@aishabhy05 

Open the pivot opens in the board designer and nest the time and version in columns with your line items in rows. 

 

Layer version first and place time above to achieve the view you are looking for.

Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA
aishabhy05
Contributor

Re: Different Timescale/Version View

@ChrisHeathcote If I use pivot view by having version first how will I get for Result Version Apr 18,  Apr 19 Budget Version, 20 Apr Forecast Version in sequence?  The year should be in Sequence for the same month. 

aishabhy05_1-1627306962032.png

 

aishabhy05_0-1627306583163.png

I tried another view by time followed by version. Still not able to achieve. Any leads, please? 

 

aishabhy05_2-1627307055666.png

 

Thanks,

Aish 

 

 

Javvaji45
Occasional Contributor

Re: Different Timescale/Version View

Using the pivot option to change the Dimension -put it Versions and time as well required dimension in columns and save the view - then you can publish on the dashboard.

or

 We can change the same thing in dashboard also change the dimensions in the dashboard itself

aishabhy05
Contributor

Re: Different Timescale/Version View

@Javvaji45   If i use saved view then will it not be fixed if I move on to next year?  I want it to be dynamice, not as fixed view. 

Javvaji45
Occasional Contributor

Re: Different Timescale/Version View

we can use the view to update every year - when you change the pivot you should save the view - or else it will become previous state
Not a (Savedveiw)