Filter in Forecast Plan

Add User-Specific Filters in Forecast Plan

· The filtration that has to be applied in the Forecast Plan should be defined in Product Region Mapping.

Step 1: Define Mapping

· Go to Menu bar --> Forecast --> Masters --> Product Region Mapping.

· Click on Add to enter Product Id and Region Id. Click on the Search icon and one Id should be added at a time.

Step 2: View Result

· Go to Forecast Plan and click on the Filter button.

· As defined in the mapping, the user will get to see only specific regions and Products. Save it.

· The same filter will be reflected in the Tree Structure.

· Select a combination of Product and Region. Select the required Data Measures and Forecast Plan will be displayed.

· Once the Filter is added, the user can save the filter as default.

· There is a field below the Attribute button. Fill it as Default.

· Once the Filter is applied, select the Data Measure to display the Forecast Plan. Click on the Save Filter flag so the user will able to see the saved filter as default.