Fesibility check to implement on dashabord PA to only FY27 related financials

[santhoshkolluri]

Hi Team,

I have fiscal period interactive filter is available on my dashboard.

When i have selected any specific year (like FY27), all the realated annual plans, Total actualls, rolling forecast and remaining forecast details.

But, these numbers includes all the fiscal period break downs which the projects starts from previous years and ends in future years.

My need is, when i am selecting this FY27, numbers should display only  with respect to selected financial years not previous and future number.

Is there any approach/fields storing these values in financials details. 

Leads would be more appreciated.

Thanks,

Santhosh

[Mark Manders]

What are the conditions of the filter on all those tables? Because I could fully understand that they are set to 'show everything that is open on FY27. And starting before and ending after, is open then. It's of course depending on the need, but if you are a resource manager, for instance, you want to see everything that needs resourcing in that fiscal period, not just the stuff that starts and ends in that period.

Since you don't share any conditions and aren't telling us if your dashboard is an OOB one, or something you created yourself, it's nearly impossible to give you a solution with this limited information.