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.
Reorder the budget
The order in which the dimensions display in the filters area determines how the levels are organized in the budget. For example, in the following image, there are two dimensions (Category and Country) and the budget line items are organized into those dimensions, Country at the highest level, then Category.
Click 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.
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.
Hide zero-value rows
By default, all baseline rows display in a budget, including those with 0 values. You might want to hide the rows that have zero values, so you can focus on the other rows. For example, if there is a row in your budget (which comes from the baseline data) that you do not want to budget for, you can enter zero into each cell and then hide that row from view.
Click the toggle button next to the filter box above the grid to switch between hiding and showing the zero-value rows.
This action only hides/shows rows from the underlying structure of the budget; it doesn't affect any rows you have added, such as multiple measures.
This feature coincides with the ability to exclude zero rows when you publish a budget.
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. Sparklines also display in forecasts but they 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.
