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  • 1.  R12 Waterfall Charts Documentation

    Posted Mon August 06, 2018 01:45 PM

    Can anyone direct me to some training, documentation, on-line video on how to create R12 Waterfall Charts?




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  • 2.  Re: R12 Waterfall Charts Documentation
    Best Answer

    Posted Thu August 09, 2018 09:10 AM

    R12 waterfall charts are similar to R11 waterfall charts:

    How To: Work with Waterfall Charts (Outdated, click for updated version) 

     

    ...but keep in mind each R12 waterfall chart is editable on only one environment (DEV, STG, or PRD), selectable via:

    (top) Ribbon > Waterfall > Environment

     

    The most common use case will be Production (PRD) to allow end users to directly edit the waterfall chart (by manually entering variance amounts and explanations).


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  • 3.  RE: Re: R12 Waterfall Charts Documentation

    Posted 2 days ago

    Hi, not able to view the document/ link. Has something changed after porting from community site? Do I need to do something extra to gain access?



    ------------------------------
    Jayprakash Gaud
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    Original Message


  • 4.  Re: R12 Waterfall Charts Documentation

    Posted Thu October 25, 2018 01:58 PM

    Still trying to figure these out ... so, you configure the waterfall as "Development" until you're ready to check it in and promote, at which point you configure it as "Production"?

     

    When in development (and waterfall is configured as "Development") I should be able to see the behavior that I'll get in production when I change the configuration to "Production" and promote there?

     

    (I don't seem to have the ability to enter causals in Development when configure to Development. Do I need to check it in before testing? )


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  • 5.  Re: R12 Waterfall Charts Documentation

    Posted Thu October 25, 2018 02:43 PM

    Created a question for this followup Waterfall Chart Configuration 


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