Build Story

Build Story

Select the Main Menu icon.

Select Stories.
Select the Canvas tile to create a new Canvas page.

Choose Optimized Design Experience and click Create.

Drag and drop the Table widget from the list of Assets to the main canvas.

In the Select Model dialog box that appears, click Select other Model…

Navigate to My Files then select the model PnL_Admin_New###

Note

or select the model that you copied in the previous section

In the Builder panel, under Rows select the Filter icon under Accounts.

Select the members Net Income and Rebate % as the filters for Accounts. Then click OK.

Select the More Options icon for Account - then select Unbooked Data.

Under Columns select + Add Dimensions.

Select Organization.

Select the Filter icon under Organization.

Select the member World as the filter for Organization. Then click OK.

Select the More Options icon for Organization - then select Unbooked Data.

Under Filters select Version.

De-select Actual and select Forecast. Then click OK

Note

Filter on version

Your table should look like this after expanding each column and enlarging the graph.

We will now create Input Controls to allow us filter the data. In the main menu bar select Insert > Input Control.

Click on Dimensions.

Select Date > Filter by Member…

Under Available Dates select (all) and then click OK.

Repeat the previous steps to insert a second Input Control on the page, but this time select Products under Dimensions.

Select Products (Dimension) > Filter by Member…

Under Available Members select All Products Lines and then click OK.

Resize the Input Controls by dragging the bottom right hand corner of the Input Control down. Expand the dropdowns within the control boxes to see each available selection.
Your finished table should look like this.

Save your Story by selecting the Save icon under File, then Save.

In the Save Story dialog, Select My Files and enter the name Admin###_StoryRebates (replacing ### with your user ID). Then click Save.