Add filters to your grids to change the data that displays in them based on certain conditions.

You can create filters when you design or edit a custom view.

When you filter line items, filters only apply to number-formatted line items.

The filter conditions you can select when you create a filter depend on the type of data you filter. 

Module views do not support the application of filters, as only Custom views are customizable.

To create a filter:

  1. In the Select primary grid dialog, select the module in Custom views to which you want to apply filters.
  2. Click the filter icon in the top-right of the grid, under the context selectors.
    The filter panel displays on the right, with Rows and Columns tabs.
The Filter dialog displays to the right of the Select primary grid dialog. The mouse pointer is hovered over the Filter icon on the grid toolbar.
  1. Click Rows or Columns to select the axis to filter.
    If you select an axis that does not contain line items, you can apply filters to the values of an individual line item.
    If you select the axis that contains line items, filters apply to the values of all line items. You can only filter number-formatted line items.
  2. Configure these options in order:
Show items that matchSelect All or Any.

Select All to display items that match all of your filter rules.

Select Any to display items that match any of your filter rules.

Add ruleClick Add rule.

The Rule section displays.

If you filter a list, time, or versions, the Current module and Select line item drop-down menus display in the Rule section.

If you filter a line item, the Select filter condition drop-down menu, and Context selectors drop-down lists display in the Rule section.

Current moduleOptionally, select a different module from the dropdown.

This option is available when you filter a list, time, or versions.

Use this option to filter the grid based on values from a different module.

Select line itemSelect the line item to filter.

This option is available when you filter a list, time, or versions.

You can select line items that are contained in the selected module.

When you select this option, the Select filter condition drop-down menu displays underneath.

Select filter conditionSelect a filter condition. For example Equal to, Is not equal to, Less than, or Greater than or equal to.

The filter conditions you can select depend on the data type you filter.

Once you select a condition, enter the values to filter against in the fields that now display under the chosen condition.

Context selectorsSelect the dimensions for the filter rule to apply to.

These drop-down lists enable you to choose what data to filter against for each dimension of the module.

If you select - Current context -, the filter is reapplied whenever an end user makes a selection for that context selector.

If you select a value other than - Current context -, the filter only applies to your selection. They are not reapplied when an end user makes a different selection for a context selector.

  1. Click Apply.
    The dialog updates to display the grid with your filters applied.
    You can click Add rule to add another filter. 
  2. Click Next to continue designing your grid.

A filter becomes invalid when the data it refers to becomes inaccessible or is moved. In the filter panel, a warning icon displays on the axis and filter that you need to reconfigure or delete.


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