Right-clicking (or a long-tap on a device) in a cell in most modes presents a shortcut that allows you to perform a quick search of columns in the grid, based on data in that cell.
Example of using right-click filter
Here we want to display only customers with sales of close to $20,000, and higher, in July 2016.
- Have your dimension/s selected and period, measures, etc, set.
- It is useful to sort the month column first.
- Identify an amount to use as a starting point. In this example, we have selected Greater than > 18,708.07, as shown below, to filter out anything below that amount.
The grid will update, filtered by July 2016 and the amount selected, showing at a glance customers whose sales for July 2016 were close to the $20,000 mark or higher.
The search rule will appear in the status bar.
Note
Right-click filter is not available in:
- summary view
- transaction mode
- Target % format
- Matrix share mode
- Market mode, or
- on 'Average Value' columns with the Totals as average option selected.
The option to view Transactions via this feature is not available in market mode.