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When you open a budget or forecast worksheet, it looks the way the budget owner set it up, without an individual audience in mind. As access to a workbook is restricted, you might only see some of the rows in the worksheet. You can customize your view of a worksheet to meet your needs in several ways.

Filter the rows

Filtering allows you to remove rows from the worksheet, so you can focus on the rows that are important to you.

• Filter the workflow - View only the rows to which you have been assigned in the workflow.

• Filter a dimension - View only the rows applicable to a specific entity in a dimension, for example, Country > UK.

• Search for an item - View only rows that contain a specific search term.

Expand or collapse the rows

There are two expand/collapse options:

• Expand/collapse single - show or hide one level in the hierarchy at a time.

• Expand/collapse all - show or hide all the lower-level items in the hierarchy at the same time.

Switch between a pruned and unpruned view

The Prune feature is applicable when a filter is applied within a worksheet or the workbook setup.

By default, the Prune feature is switched ON, which means that all budgets and forecast worksheets load in a pruned (condensed) view. If there is no account row underneath an entity row, that entity row is removed from the budget hierarchy because it is not required.

To view the full budget hierarchy, including any redundant rows, you need to switch to the unpruned view. This is a useful option for budget owners and administrators who want to add entities and accounts to the budget hierarchy, as they can clearly see where to add them.

Click the Prune/Unprune button to switch the Prune feature on or off.

In the following example, the worksheet on the left is in the unpruned view, so you can see the IRE row, which has no child rows. The worksheet on the right is in the pruned view, so the IRE row no longer displays.

Hide the code and/or name of entities

By default, the code and name of each entity are displayed in the grid. You can remove one of these if they are surplus to requirements. This is particularly useful when the code or name is long.

In the filters area above the grid, click the applicable dimension, then open the View list and select the item(s) you want to display in the grid.

Group the columns

Put the period columns into groups.

Expand or collapse sparklines

Sparklines are mini, simple line charts that display by default next to each of the values in the Total columns in budgets. They Sparklines also display in forecasts, but in a designated column, in which their values correspond to those of the selected Total columnthey behave in a slightly different way.

Sparklines provide a visual representation of your data, so you can quickly see trends and spot anomalies. You can hover over the data points in the sparklines to see the corresponding value and date. The sparklines update in real-time as you change the data in the grid, so you can immediately see the impact of your changes.

If you do not want to see the sparklines, you can turn this feature off by clicking the Collapse sparklines button in the column header.