The filters you see are set when the budget is created. They budget setup determines how the budget line items are grouped in the worksheet and the order in which those groups display. The groups are based on the dimensions in the underlying database and displayed in order of hierarchy. You can change the default order of budget rows (line items) and the corresponding level of detail to suit your needs. The number of dimensions corresponds to the levels of data in the worksheet.
In the filters area above the grid, you can:
View the dimensions.
Change the order of dimensions to reorder the data in the worksheet.
Filter a dimension to display specific data in the worksheet.
Add more levels to the worksheet (non-financial database only).
| Info |
|---|
A dimension is a level in your budget hierarchy and an entity is a value within a dimension. For example, a dimension is Country and the entities are Australia, the UK and the USA. |
Reorder the budget
line itemsThe order in which the dimensions display in the filters area determines how the levels are organized in the budget. For example, if you see two dimensions in the filters box, following image, there are two dimensions (Category and Country, ) and the budget line items are organized into those dimensions, Category first Country at the highest level, then Country Category.
Click and drag the Country filter to before the Category filter to reorder the budget line items, into Country first, then Category.
the Move button on a dimension, then drag that dimension to the left or right of the other dimension(s) to the new position.
In the following image, the Category dimension sits at the highest level, with Country underneath.
Filter budget rows
For example, if your Country dimension contains three countries (entities), USA, UK and AUS and you want to focus on the budget for the USA only, click the Country dimension, then select the USA check box.
| Info |
|---|
If you apply a filter here, it’s just for viewing purposes; the whole budget will still be published. This action differs from filtering in the Budget setup: Workbook configuration window when you create a budget, which filters the whole budget and only publishes the filtered data. See Create and publish filtered workbooks. |
