930 - Filtering – Manage Time Filters

The view category allows for the grouping of similar view settings. Select Show Next Available View Setting to view settings.

To group the time filters, select Reorder Time Filters. The views are sorted by their name if no category is selected.

Parameter	Value
Input Name	Double click in this field to enter a new display name, and press Enter to add it.
View Period Type	Select a period type from the dropdown: Rolling Year Fiscal Year Rolling Periods
View Years History	Specify how many previous years to view.
View Years Future	Specify how many future years to view.
Periods History	Displays the number of historic periods used.
Periods Future	Displays the number of future periods used.
Append Data Range to Name	If selected, the data range is added to the name.
Effective Display Name	Displays the Time Filter's name.
History Only?	If selected, only historic data is displayed.
Future Only?	If selected, only future data is displayed.
Table: Totals Only?	If selected, only total values are displayed.
EF Start Period	Displays the period's start date.
EF End Period	Displays the period's end date.

To delete one or more view setting, select Delete next to the item to delete. The rows will be deleted after the next system refresh.

Once you've defined your time filter settings, select the pages where the time filters apply. To assign time filter settings to pages:

Select the time periods that apply to each page.
The default view settings display on the right.
Select Create Time Filter Assignments to execute the process of generating time filter allocation.

The list of pages displayed is a structural change and must be managed in the developmental model.

Parameter	Type
Page Code	Numeric
Page Name	String
DisplayName	Displays Page Code and Page Name combination.

Steps