ValentineLS
Occasional Contributor

Level 2 Sprint 2 - 2.4.7 Create Saved view for UX

Hello! I have some trouble getting the same saved view as shown in the example. I think I've done the conditionnal formatting the right way, but I don't know how to view the line items by month (I have to scroll very far to the right to see final forecast). Thank you!

ValentineLS_0-1626944318848.png

ValentineLS_1-1626944349530.pngValentineLS_2-1626944461166.png

1 ACCEPTED SOLUTION

Accepted Solutions
JaredDolich
Moderator

@ValentineLS

Good question. You'll need to change the summary view on your Boolean that filters the weeks that you want to include the month as well. In this case, you'll want to use the ALL summary.

PlanningFilter002.png


Jared Dolich

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1 REPLY1
JaredDolich
Moderator

@ValentineLS

Good question. You'll need to change the summary view on your Boolean that filters the weeks that you want to include the month as well. In this case, you'll want to use the ALL summary.

PlanningFilter002.png


Jared Dolich