View Builder

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The View Builder is where you create and configure Workbench views. Each view defines a combination of forecasting type, periods, fields, layout, and indicators that together give you a specific perspective on your forecast data.

Creating a new view

Go to the gear menu in the Workbench toolbar and select New View.

Step 1: Choose the primary forecasting type

The first thing you select is the primary forecasting type for the view. This determines which hierarchy and data set the view is built on.

You can combine fields from multiple forecasting types in a single view, as long as they are compatible. Two forecasting types are compatible when:

• They use the same roll-up hierarchy (both role-based or both territory-based).
• They use the same grouping mechanism (both ungrouped, both grouped by product family, or both grouped by the same custom field).

You cannot mix fields when one type is grouped by product family and another by a custom field.

Step 2: Configure periods, fields, layout, and indicators

After selecting the forecasting type, you can configure:

• Periods — Which months, quarters, or years to include. See View Builder: Periods.
• Fields — Which forecast fields, formulas, and comparisons to display. See View Builder: Fields.
• Layout — Standard or stacked orientation, total columns, and grouping display. See Layout Options & Indicators.
• Indicators — Visual elements like progress bars, change indicators, and coverage ratios. See Layout Options & Indicators.

Step 3: Save and name the view

Click Save and give the view a name.

Editing an existing view

Go to the gear menu and select Edit View. You can change everything except the primary forecasting type, which is locked after creation.

What’s next

See View Builder: Periods to learn about period configuration, or View Builder: Fields for the full range of available fields.