Ch. 9 Dashboard Creation of Actual vs. Forecast

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fydad
fydad Member, ALL USERS, Partner Posts: 1 New Contributor

I'm following along in the Intro to Model Building as shown below.

 

1. Create a new Dashboard named Product Pricing.
2. Add text element (Heading 1) at the top and type: Product Pricing Dashboard.
3. Add text element:
a. This dashboard reports on how the product Unit Sales Price and Unit Cost will affect the Gross Sales, Cost and Margin of a product. There are two areas of this dashboard, we have our Actuals on the left and our Forecast on the right. The charts analyze the products Gross Sales, Gross Cost and Gross Margin.
4. Add a Product page selector
5. Publish the Price Book module for actuals and forecast.
6. Adjust Selection Options for all dashboard elements.
7. Publish chart for Actuals Gross Sales, Gross Cost and Gross Margin line items from the Product Analysis module for the months of January, February, and March.
8. Publish chart for Forecast Gross Sales, Gross Cost and Gross Margin line items from the Product Analysis module for the months of April, May, and June
a. Hint: Use hide in module view.
9. Rearrange dashboard elements.

 

I have no problems with 1-4. For part 5) when I publish the first Price Book Module for "Actuals" it works just fine, but when I go to publish the Price Book module for :Forecast" both of my modules change to "Forecast".

 

My steps are Price Book Module --> Open --> View --> Publish to Dashboard --> Product Pricing

 

How do I get one to stay Actuals while the other one stays Forecast? This problem repeated for Part 7) with my charts as well.