This is what happens in the video
The forecast per period view in Business Central gives you a clear overview of a single item’s forecast when you are not working with dimensions. You set a start date filter, an end date filter, and a period option such as month, and the system displays one line per period. If you choose to view per forecast, only lines that contain forecast quantities appear, and the first line accumulates the totals from the others. The core paradigm is always item number combined with forecast period.
Forecast per period from the item list and item card
When you open the forecast views from either the item list or the item card, the first one available is the forecast per period. This is the view to use when you are looking at a single item and you do not need dimensions to break down the numbers.
It gives you a straightforward overview of how the forecast is distributed across time for that one item.
Setting filters and period options
To control what the view shows, you work with three settings:
- Start date filter for where the forecast period begins
- End date filter for where it ends
- Period option for how the data is grouped, for example per month
If you set the period to month and update the view, the system displays one line per month. This makes it easy to see how the forecast develops over the periods you are interested in.
Viewing per forecast
If you adjust the view to display per forecast, it only shows lines that include forecast quantities. In that case, the first line is accumulated from all the others, so you get the total at the top and the underlying detail below.
You can set up different views to suit how you want to work, but the underlying structure stays the same. The paradigm is always item number and forecast period.
When to use this view
If you have only one item that you want to look at, the forecast per period is more or less the best view for seeing that forecast. It keeps things simple when dimensions are not part of the picture and lets you focus on a single item across the time periods you choose.
Q&A
When should you use the forecast per period view?
Use it when you are looking at a single item and you are not using dimensions for the overview. It is the best view for seeing the forecast of one item distributed across time periods.
How do you control which periods appear in the forecast view?
You set a start date filter, an end date filter, and a period option. If you choose month and update the view, the system shows one line per month.
What happens when you view per forecast?
The view only shows lines that include forecast quantities. The first line is accumulated from all the other lines, so it gives you the total.
What is the underlying structure of the forecast per period view?
The paradigm is always item number combined with forecast period, regardless of how you configure the view.