Back

Using the Item Filters on the Flexible Forecast Header

How to use advanced filters
Video 1/11
Close
  • Helpful
  • Not helpful
  • Needs update
  • Technical error
An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics This video includes functionality from the app "Flexible Forecast" which is available at Microsoft AppSource. Click to visit AppSource. Flexible Forecast
Open Playlist
Presenter: Sune Lohse, Chief Strategy Officer

If you working with the flexible forecast and you are viewing many items at the same view meaning the forecast in one period for all items, you might want to add filters to reduce the amount of item you are seeing.

This is what happens in the video

You could do this like here with this simple item filter. You could change this filter to whatever interval you’d like to view your items.

And this will just of course apply it to the lines that you’re viewing in the forecast below.

You can also use the item field caption and item field filter functionality which is a simple functionality where you can choose a filter from the item table, like for instance the short description and then you can add information here. For instance, it needs to contain the word wheel and when you update the forecast, it will only show the items that include the word wheel and thereby, the calculations is, of course, more simple.

And likewise, you can also use selection. We will explain those in other videos because it’s for more complex search, but if you only have a simple search on items, this is how you could do it.

475010305-lRsPoA-x6H8-ENG20090430