Filter Your Data
Apply worksheet and workbook filters to limit which data appears in your report.
Filters let you restrict report data by accounts, levels, versions, currencies, attributes, or custom dimensions — without adding those elements to rows or columns.
Worksheet vs workbook filters
| Filter type | Scope | Precedence |
|---|---|---|
| Worksheet filter | Applies to one sheet only | Overrides workbook filters |
| Workbook filter | Applies to all sheets in the workbook | Lower precedence than worksheet filters |
Apply a worksheet filter
1
Open the Filters tab in the Reporting pane
In the Reporting pane, click the Filters tab.
2
Click Worksheet Filters
The Worksheet Filters dialog opens. It shows any previously selected filters.
3
Search or browse for elements to filter by
Example: To filter by two specific levels, expand the Level hierarchy and select
Company A and Company B.4
Click OK
Your selected elements appear in the Filters tab as a subset.
5
Enable the filters
In the Filters tab, click Enable Filters, then check the specific elements you want active.
6
Refresh
The report now shows data only for the filtered elements.
Turn filters off without losing selections
In the Filters tab, uncheck Enable Filters. Your filter selections are remembered — they’re just inactive. Re-check Enable Filters to reapply them later.
Multi-select filters
You can select multiple elements at once by right-clicking an element in the filter list and using the context menu. When a parent is in Collapse All state, selecting it selects all its descendants too.
Review active filters
To verify which filters are active on a worksheet:
- In the Reporting pane, click the Review tab
- Expand Worksheet to see active worksheet filters
- Expand Workbook to see active workbook filters
Applied filters are listed under Elements in each section.
Next steps
→ Cut, Copy & Move Elements to rearrange elements in your report