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You can filter the summary financial information to analyze on the performance of specific entities in a dimension. You can display the filtered information in two ways:

• Basic - The filtered information displays in the statement grid. The grid looks the same as usual but the values now relate to the specified entity or group of entities. This is useful when you want to focus on the performance of one entity or a particular group of entities

• Matrix - The statement grid converts into a matrix format. The original summary information displays in the Total column and beside that are additional columns for the filtered information (entity or group of entities). The values in the total rows, such as gross profit, are at the summary and entity level respectively. This method is useful when you want to compare the performance of entities side-by-side, against the overall performance.

The following examples illustrate how you can filter the Profit and Loss statement to view specific information and use the matrix tool to display filtered information side-by-side.

Filter by one entity in a dimension

For example, suppose you want to get a quick snapshot of the performance of one of your branches and then compare the performance of that branch alongside the overall organization performance (summary Profit and Loss statement)analyze your organization’s performance at the branch level. There are a number of ways to do this, as outlined in the steps and examples below.

1. Click the Branch dimension. The statement grid converts into a data grid, where you can see a summary performance of each branch.

2. In the data grid, select the branch(es) you want to focus on by clicking the number in the beginning of its row, or click the Select All button to select all the branches.

3. Select one of these display methods:

   • Basic: Click the Summary button.

   • Matrix: Click the Matrix button, then click the Summary button.

1. • The data grid converts back into the financial statements grid, where you can see the Profit and Loss statement for

1. • the selected branch

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1. • (es).

   • Matrix: Click the Matrix button, then click the Summary button. The data grid converts back into the financial statements grid, where you can see the Profit and Loss statement for

1. • the branch(es) to the right of the summary Profit and Loss statement

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Filter by multiple entities in a dimension

Following on from the example above, suppose you now want to view the combined performance of the three lowest performing branches, then compare their performance against the overall organization performance (summary Profit and Loss statement).

1. Click the Branch dimension. The statement grid converts into a data grid, where you can see a summary performance of each branch.

2. In the data grid, select the rows of the branches you want to focus on, such as branch 2, 3 and 4  (click the number in the beginning of each row).

3. Select one of these display methods:

   • Basic: Click the Summary button.

   • Matrix: Click the Matrix button, then click the Summary button.

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title Example 1: Filter a financial statement to view the performance of one branch (basic view).
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title Example 2: Filter a financial statement to view the performance of one branch and compare it to the overall organization performance (matrix view).
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title Example 3: Filter a financial statement to view the performance of a selection of branches (basic view).
Info In the statement grid you can see the combined Profit and Loss statement for	the selected branches. The net profit value is the sum of the net profits of	those branches.

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title Example 4: Filter a financial statement to view and compare the performance of a matrix display - The data grid converts back into the financial statements grid, where selection of branches (matrix view).
Info In the statement grid you can see the Profit and Loss statement for the selected branches to the right of the summary Profit and Loss statement. You can now scroll horizontally to see how your selected branches are contributing to your organization's performance Image Added Tip If you select multiple entities to use with the matrix tool, you might be presented with a lot of data in the financial statements grid.
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View a dimension in a matrix

1. Click the Branch dimension. The statement grid converts into a data grid, where you can see a summary performance of each branch.

2. In the data grid, select the rows of the branches you want to view in the matrix or click the Select All  button to select all the branches.

3. Click the Matrix button, then click the Summary button. The data grid converts back into the financial statements grid, where you can see the Profit and Loss statement for each branch side-by-side, to the right of the summary Profit and Loss statement.

Image Added Tip If you select multiple entities to use with the matrix tool, you might be presented with a lot of data in the financial statements grid. To reduce the amount of data and get a clearer view of the key information, remove some columns.
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title Example of viewing information for all entities in a matrix format
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