![]() Select Next to move to the Layout and Column Configuration.After you make your selection a message appears to help you understand your selection.Specific security roles - allows you to choose the security roles that see the forecasts.All security roles - all security roles in your organization see forecasts.No additional security roles - only the selected hierarchy users see the forecast.Under the Additional security roles section select the option that fits your needs:.for the Territory forecast, the value will be MANAGER.for the Org chart forecast, the value will be USER.The User lookup field is defaulted based on which template you chose at the very beginning of the setup:.Select Next to move to the Permissions configuration.In the scheduling section specify the Forecast period, Fiscal year, Start this forecast and Number of periods - the valid from and to will auto-populate.Lookup the user that will be the top of the hierarchy.Select a Default underlying records view, this is the view that will show the opportunities that make up the forecast.Give the Forecast a Name, being as descriptive as possible.The Forecast Configuration screen opens up as shown below. In this example, we have chosen the Org Chart Forecast template. The More Options icon at the end of the forecast name gives you options to Edit, Deactivate or Delete the forecast.You can view them by Active, Draft and Inactive.Below the Recommended Templates you will find a list of all your current forecasts:.The Territory forecast option was added before the Wave 1 release so technically not a new feature and there may be a product-based forecast added soon so keep checking for that if interested. Territory forecasts are based on your sales territory hierarchy.The Org chart template is based on your reporting structure, it uses the Manager field on the User entity for the hierarchy.You can choose to configure your forecast with the Org chart template or with the Territory template by clicking on the one you want to use:.In the left-side navigation bar, navigate to App Settings then scroll down to Performance Management and select Forecast Configurations, here you will find the forecast configuration home screen (shown below). Note: You must be a system administrator or have the Forecast Manager role to configure forecasts. Let’s configure forecasting and look at some of the new features along the way. With the new features in forecasting, projecting your revenue has never been easier. Management can also benefit from this tool by using it to provide coaching, anticipate sales, or change product strategy. When you set up and use forecasting in D365 Sales you give your users a way to track their performance against targets and help them identify issues that may hinder their ability to reach their targets. If you are not using forecasting but want to, this blog will help you set it up. Dynamics GP to Dynamics 365 Business Centralįorecast Setup in Dynamics 365 Sales & Customer EngagementĪre you using the forecast feature in Dynamics 365 Sales or Dynamics 365 Customer Engagement? If you are there are some enhancements that came out in the Dynamics 365 WRelease that make forecasting even better.Dynamics NAV to Dynamics 365 Business Central.So it seems to me that those are not the source of the error. I tried to remove them and nothing changes. I applied several filters on these report pages. Y-achis: measure: a YTD running total of one column value from an imported table which is related n:1 to the calendar tableīoth fields are used several times in different report but the error only occurs for this bar chart. X-achis: calendar (table created in power bi with a date hierarchy) If you contact support, please provide these details." on all 4 report pages. Please try again later or contact support. Couldn't retrieve the data for this visual. Also most visuals load without an error in Power BI Service except one bar chart, which is used on 4 different pages of a report is throwing the error "Couldn't load the data for this visual. The dataset is used for 3 different reports.Īll report visuals load perfectly fine in Power BI Desktop. Then I published the report to Power BI Service to a shared Workspace. I created a report in Power BI Desktop with an import Azure SQL Server-Database dataset.
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