Filtered budgets

The creation of filtered budget workbooks gives you a lot of flexibility in how you approach your budgeting process. You can create multiple budgets from the same database and work on those budget workflows separately, then publish them all into the same stream, without overwriting any data.

When used alongside the copy workbook feature, you can quickly create multiple filtered budgets, where the only difference is the filter that is applied.

Apply a filter

In the budget setup, there are two filtering options that relate to the dimensions and entities in the underlying database. You can use either of these options independently or use them together.

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.

For example, suppose you operate in three countries in which you have a total of nine branches. Rather than have everything in just one budget workbook, you could use filters to have multiple workbooks, which might be easier to manage. You can then publish all of the budget to the same stream and view the combined budget data.

Budget filter

The budget filter, known as a budget-wide filter, applies a filter to the whole budget. The filter applies to one entity, in one dimension, in the underlying database. The dimension cannot be used as a level in the budget hierarchy. When you publish the budget, the data is published back to that one entity in the underlying database.

A budget filter is suitable when:

You want to create a simple budget for an entity. For example, suppose you are setting up your budget workbook but the database has data for three countries. You are only responsible for the Australian (AU) budget, so you do not need to see the other countries in your workbook.
When creating the budget, you can filter by the Country dimension > AU entity.

Example

Watch this video for a demonstration (while the product looks different, the concept is the same)

You are budgeting on a project basis and want to create multiple budgets of the same model, one for each project.

Example - Create a budget for one project and copy it for other projects

When creating the budget, filter by Project > A. Set up the budget as required, then make several copies of the budget workbook for use in other projects, filtering for by a different project each time.

Your organization acquires a new business during the year. You can create a separate budget for that business unit based on your current budget.

Example - Copy the current budget, applying a filter for he new business

Level filter

This option applies a filter to a level in the budget.

It is suitable when you want to budget for a subset of entities.

Example - create a budget for UK without having to add a level for country .

Example -

suppose you have a manager who is responsible for two out of the three countries or a subset of branches. You could create a budget just for them, and create other budgets for the other managers, again all published into the same budget stream.

Apply a filter to a level

In the setup of each budget, you filter the same dimension level but select a different entity. For example, suppose your organization operates in three countries. You want to budget for each one separately but ultimately view all the budgets in the same stream.

Create the budget workbooks, filtering the same dimension (Country) but selecting a different entity (Australia, United Kingdom and United States) in each one.

Copy a filtered workbook

After you create one budget workbook, using either filter method, you can copy that workbook and change the applied filter to quickly create the other workbooks.

Publish filtered workbooks

When you publish a budget workbook as a stream, only the relevant filtered dimension will populate (or overwrite) with new data. If you publish an unfiltered version of a budget workbook, you will overwrite all filtered uploads that you already made.

After you complete the workflow for each budget and are ready to publish the budget data:

Publish the first budget into a new stream, for example, Financial Budgets 2025.
Publish the other budgets into the same stream that you created for the first budget (Financial Budgets 2025).
Review the published budget data in Financial Statements. You need to customize your statement view to see the data.

Apply a budget-wide filter

The option to apply a budget-wide filter is a suitable option if you are budgeting on a project basis, as you can filter by project, set up the budget as required, then make several copies of the budget for use in other projects. It is also a great option if your organization acquires a new business during the year, as you can create a separate budget for that business unit based on your current budget.

The filter applies to one entity, in one dimension*, in the underlying database. When you publish the budget, the data is published back to that one entity in the underlying database.

For example, suppose you are setting up your budget workbook to budget by Country, and as a result, the workbook contains multiple countries. However, you are only responsible for the UK budget, so you do not need to see the other countries. You can create a filtered workbook to budget for the UK only. The name of the filter (UK) displays at the top of the grid.

Create the first budget workbook, applying a filter to a dimension (Country) and selecting a specific entity (United Kingdom).
Copy the budget, selecting a different entity (United States).

To apply multiple filters to a budget workbook, see Create and publish filtered workbooks. For example,