Filter Your Data
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
The Worksheet Filters dialog — browse or search the hierarchy to select which elements to filter by.
Company A and Company B.
The Filters tab with Enable Filters checked and two level filters active.
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:
Applied filters are listed under Elements in each section.
Next steps
→ Cut, Copy & Move Elements to rearrange elements in your report