View Builder: Periods

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The Periods tab in the View Builder controls which time periods appear as columns in your Workbench view. You can use prebuilt presets or build a custom combination of months, quarters, and years.

Using period presets

The Forecast Period dropdown provides prebuilt period sets that cover common use cases:

• Mixed views — e.g., “This and next month + this quarter”
• Monthly views — e.g., “This and next quarter by month” (shows the individual months for two quarters)
• Quarterly views — e.g., “This fiscal year by quarter” (shows Q1, Q2, Q3, Q4)
• Yearly views — Full fiscal year periods

When you select a preset, the selected periods list updates immediately to show exactly which periods will appear in the view.

Building a custom period set

You can start from scratch or start with a preset and modify it:

1. Remove periods you don’t need by clicking the X next to them in the selected periods list.
2. Add periods from the period tree, which shows all available fiscal months, quarters, and years.

You can mix period types freely — for example, individual months plus quarters in the same view. There’s no restriction on combining different period granularities.

All periods are relative

Period selections are relative, not fixed dates. A view configured with “this month and next month” automatically rolls forward over time. You build the view once and it stays current without manual updates.

What’s next

See View Builder: Fields to learn about the fields you can add to each period.