Filtering in Planning Maestro

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Table of Contents

Filtering Dimensions

Adding Columns to the Table

Adding Columns from Filters

Adding Columns from Properties

Removing Columns from the Table

Removing Columns from Filters

Removing Columns from the Properties Pane

Filtering Columns in the Table

 

Planning Maestro's Planning modules (Operating Expenses, Revenue, Personnel, Drivers, and Adjustments) and Reports module enables you to filter the Data Projections (line items) that display on the page to help you navigate more easily.

Example.png Example:

  • You can filter your Account column to only see GL Accounts with “Expense” in their names.
  • You can filter your Department Dimension to only see Data Projections associated with your Human Resources department.

This document shows you, a Planning Maestro user, how to filter Dimensions and columns in Planning and Reports.

Info.png Please Note: If needed, you can also sort the Data Projections by column so they appear in ascending or descending order (alphabetically or numerically).

Video summary:


Article:

Locating the Planning Applications

To filter Data Projections (line items) in Planning, open the Planning module and select one of the applications.

Info.png Please Note: This document uses the Revenue application as an example. You can use these steps to filter Data Projections (line items) in any application.

E1b.png

The application opens.

F1.png

Filtering Dimensions

In each of the Planning applications, your Dimensions appear at the top in three sections: Rows, Columns, and Filters.

F1a1.png

Rows

Columns

Filters

Dimensions in the Rows section display as columns in the table (here, Name and Account Number).

The Time Dimension in Columns controls the calendar view on the right side of the table.

Dimensions in Filters display only one Member at a time.

 

Example.png Example: If your Product Dimension is filtered for Product A, only line items associated with Product A appear in the table.

 The Dimensions in the Filters section display one Member at a time. Only line items associated with that Dimension Member appear in the table.

Example.png Example: When your Version Dimension is in the Filters section and is filtered to show only your Actuals Version, only Data Projections from your Actuals appear on this page.

Step 1: To see Data Projections associated with a certain Member of one of the Dimensions in Filters, click on the arrow ( Dropdown.png ) on the right side of the Dimension.

N6c.png

Step 2: A dropdown menu appears. Select the Dimension Member you want to see on this page.

N6d.png

Example.png Example: Select the Version you want to see data from.

The Dimension Member you selected becomes the “title” you see on this Dimension.

N6f.png

Only Data Projections associated with that Dimension Member appear in the table.

N6e.png

Example.png Example: When you switch from your 2022 Budget Version to your Best Case Version, only Data Projections associated with your Best Case Version appear in the table.

Info.png Please Note: When you add a Data Projection in any application, make sure to set each Dimension in the Filters section to the correct Dimension Member. Each Data Projection you add is automatically associated with the filters set on this page when you create it.

Adding Columns to the Table

You can add a column from the Filters section or from the Properties pane on the right. Moving an item from Filters to Rows:

  • Enables you to see all the Members for that Dimension in the table, instead of just one Member.

Example.png Example: Data Projections associated with all departments, instead of Data Projections just associated with the Human Resources department).

  • Adds that Dimension as the column in the table.

Adding Columns from Filters

To show all Members from a Dimension in the table and make the Dimension a column in the table, select the name of the column under Filters and drag it to the Rows section.

F1a.png

The column you added appears in the table. Now, Data Projections associated with all those Dimension’s Members appear in the table.

F1b.png

Info.png Please Note: When you move a Dimension from Filters to Rows, the last Member the Dimension was filtered for becomes the default Member for that Dimension. New Data Projections you create are automatically linked to that Member for that Dimension.

For example, if your Department Dimension is filtered for Administration in Filters and you move it to rows, any new Data Projections you create are automatically linked to the Administration department.

Adding Columns from the Properties Pane

Adding items from the Properties pane adds another column to the table (such as an item’s Recognition Schedule). Adding or removing items from the Properties pane does not affect the filters for this application.

Step 1: To add a column from the Properties pane, click the Expand icon ( Expand_properties_pane.png ) on the right.

F1c.png

Step 2: The Properties pane opens. Hover over any field in the Properties pane until a Select icon ( Select.png ) appears on its left. Then, click and drag the field from the Properties pane to the table.

F1d.png

As you drag the field to the left, the Amount, Spread Method, and any other columns to the right of the Account Number column turn green. Drag the field to the part of the table where you want the column until a dark green line appears between the columns you want to be on its left and right.

Info.png Please Note: You cannot put new columns before or in between the Name and Account Number columns.

F1e.png

  • The new column appears in the table.
  • A Displayed icon ( Displayed.png ) appears next to the field in the Properties pane.

F1f.png

 Removing Columns from the Table

Removing Columns from Filters

To remove a Filters column from the table and filter a Dimension to see Data Projections associated with only one of its Members, select the name of the column from under Rows and drag it back to the Filters section.

F1g.png

Example.png Example:

  • When your Product Dimension is in Rows, you can see Data Projections associated with all Products, and you have a Product column in the table.
  • When you move the Product Dimension from Rows to Filters, you are choosing to see only Data Projections associated with one product, and the Product column disappears.
  • The column for this Dimension disappears from the table.
  • The page only displays Data Projections associated with one Member of that Dimension (such as one product).

F1h.png

Removing Columns from the Properties Pane

To remove a column from the Properties pane from the table, select the column in the table and drag it back to its place on the Properties pane.

Info.png Please Note: Removing columns from the Properties pane does not affect the filtering on this page.

F1i.png

The column you removed disappears from the table.

F1j.png

Filtering Columns in the Table

You can also filter a Planning application using the columns in the table.

Example.png Example: You can filter the Spread Method column to see only Data Projections that use the Even Spread Method.

Step 1: To filter any column in the table for a specific item (such as a specific amount or Account Number), hover over the column and click the Filter icon ( Filter.png ) when it appears.

Example.png Example: The screenshots below demonstrate how to filter by a single Spread Method (in this example, the Period Amount Spread Method).

F1k.png

Info.png Please Note: The Sort icon (  Sort.png ) also appears when you hover over a column. You can sort the Data Projections in this column so they appear in ascending or descending order (alphabetically or numerically).

A Filter popup appears.

F1l.png

Step 2: Enter the item you want this column to display in the field provided and press Enter.

F1m.png

  • The table displays only the value you selected.
  • The Filtered icon ( Filtered.png ) for that column appears and will remain in the column header.

F1n.png

Step 3: To undo the filter on this column and see all values, click on the Filtered icon ( Filtered.png ).

F1o.png

Step 4: The popup appears. Highlight the text in the Filter field, press Delete, and press Enter.

F1p.png

The table is now unfiltered.

F1q.png

Info.png Please Note: If you have multiple column filters, you can delete all of them at once by clicking the Remove All Filters icon ( Remove_filters.png ).

F1r.png

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Comments

1 comment
  • Is there a way to save the filter set ups, so I don't have to recreate the display every time I log in?

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