5.1.1 Advance Version Control - Version Filtering

When creating a version of your forecast, there are instances in which you will want to filter what is included in the version.  Follow the example below to filter on the period dimension.

By clicking the “Instructions” checkbox on the Snapshot Version Control dialog window (pictured below). It gives you the ability to add ranges in dimensions. In this instance, to filter on the Period dimension to this year and next year click “Add”.

 Next, Select “Period”, then “List” and Ctrl+clicking only the period members needed.

Click "Select" to apply the filter and continue with the versioning process.


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