About Favorite Views

Favorite views are one of the central concepts in M3 DMP. It supports a broad set of features to filter data and configure the Grid and Split Chart. See Favorite View Grid for details on how to work with the Grid. It is also used when calculating forecasts and copying data between datasets as well as the exceptions management and scoreboards.

Favorite views are defined and opened from the Favorite Views dialog box in the Analysis Area. You can also partially define a Favorite view directly from a worksheet in the workbench.

In Favorite views, you can create shortcuts to preferred data display in the grid and provide access to filtered data with customer defined measures, Calculated Measures, Editable Calculated Measures, AUMs, Columns, Key Values, Time Filter, Aggregation, and Settings. Favorite views are applicable to both repetitive forecasting and sales budgeting.

Note: You can find more information in the documentation provided for the Industry Process Catalog for M3 Demand Planner. See Process Intelligence.

If the datasets share an identical keyset, you can apply aggregations across multiple dataset favorite views. Favorite views on multiple datasets are set to read only. If a dataset is read-only, the status bar displays a read-only message. You cannot make changes, create phantoms, or phase out records on read-only favorite views.

You can use favorite views to define and maintain reports that you can use for measuring forecast accuracy. It can also act as an entry point for scoreboards.

The scoreboards and reports packages are always defined by selecting a favorite view rather than defining it separately by selecting different filters. Therefore, the scoreboards and reports packages inherit the different attributes from the Favorite view.

Favorite views accept unicode to support central european languages.

You can access favorite view from the list in the main menu, where you can switch between Favorite Views area, Version Control area, and Scoreboard area. Select Favorite Views > Actions to access the actions in the Favorite View panel.

This table displays the available action in a Favorite view:


Button	Description
New Favorite View	Opens the New Favorite View dialog box
Open Favorite View	Opens the selected favorite view.
Favorite View Properties	Opens the Favorite View Properties dialog box
Copy Favorite View	Makes a copy of the selected favorite view
Delete Favorite View	Deletes a favorite view
Set Filter Conditions	Enables filtering on the Favorite View dialog box This filtering feature makes it easier to handle multiple favorite views. You can filter freely all the columns displayed on the Favorite View dialog box.
Clear Filter Conditions	Removes filtering from the selected columns
Print Favorite Views	Prints the Favorite View dialog box
Help	Opens the About Favorite Views page of the online help system

Note: You can also right-click a favorite view to access these actions in the Favorite View dialog box.

This table displays the columns in the Favorite View dialog box:


Column	Description
Favorite	Lists all the favorite views in a dataset
Description	Displays the descriptions of the favorite views that you have specified
Category	Lists the categories against the respective favorite views
Scenario	Lists the scenario names against the respective favorite views
Scenario Part	Lists the scenario part names against the respective favorite views
Count	Lists the number of cells in the favorite view grid (rows * columns)
Dataset	Lists the dataset names against the respective favorite views. In case of multiple dataset favorite views, Multiple is displayed in this column.
Owner	Lists the owners of the favorite views
Public	Lists whether a favorite view is public and if all users can view it