Business Central Demand Forecast Save Filters ๐Ÿ’พ

A while ago I wrote this blog https://joshanglesea.wordpress.com/2020/07/18/demand-forecast-needs-something-extra/ and more recently this has landed in BC: https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/smb/dynamics365-business-central/new-ui-entering-demand-forecasts-add-support-variant-code-other-improvements so the timing is right to review.

This is currently a feature which needs enabling before you can use it (๐Ÿ“note it is auto enabled Q2 2023):

It’s a great set of improvements so my previous blog can big ignored from this point on. However, do I have everything I need to work quickly and effectively? That’s what I aim to question with this need post by posing an additional design idea.

When a user leaves the page it remembers the previous filters that were in place, which I really like ๐Ÿ˜. Got me thinking though about saving other filters and then providing the ability to jump between those. Idea being that you have given a user a greater flexibility with filters so why not further enhance that experience? In standard BC it would be similar to that of the ability to save general journal templates or segment criteria, if you know CRM in BC.

For Demand forecasts I was thinking something like this:

The saving process could then be like this:

A user could be offered the chance to alter filters and apply them to other forecasts too:

If you think this would be a good addition please comment, like the post or use the voting buttons:

I’ll look at posting it as an idea if others think it’s worthwhile. Hopefully we’ll see if it makes it to the base app in the future ๐Ÿ‘ If you don’t want to wait around for that here is the code which generates the experience shown: https://github.com/JAng13sea/Blogs/tree/master/Demand%20Forecast%20Saved%20Filters

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