Add and Edit Filters

Add Filters in Workbooks to focus your reports on certain aspects of your business .

Any number of Filters can be set in combination to either Restrict to certain data or to Exclude that data.

Filters can be:

- Text based e.g. Sales to Customers in NSW 

- Numeric e.g. Margin < 30%

Text Filter

For example to see Sales by Customer just for all customers excluding NSW:

1. Open Analyse Sales & Margins Workbook and choose the Customer tab. 
   Notice that this is reporting All Customer sales between a date range.
2. The important thing to take note of is there are two filter blocks
   • Workbook Filters control the entire workbook, ie. all reports ( tabs) in the WorkBook.

   • Report Filters only control the report ( tab ) on display ( in focus )

     
     Select the [ + ] button in the desired filter block to the list of available filters. You can enter partial text to reduce the elements in the list

     
      

3. The desired filter value can be selected and you can enter partial text to reduce the elements in the list. Note the button with slash-circle which is used to include or exclude NULL values in the filtered output 
   
    
4. To Exclude NSW customers tick the open the settings  icon and choose condition type Not In.

5. Also note the Scope Action. This controls whether the filter is combined with filters from a higher level or if it overwrite higher levels

   
   
    

6. The report is now Filtered to Exclude sales to NSW customers. 
   
   
    

Numeric Filters

 Numeric Filters are set at the bottom of the Text Filter list and are signified with a Sum Icon because they filter out pf a Metric.

Select Margin % and a dialog box will display showinthe various fiters that can be applied.

For Example to see Sales where the Margin was <30%:

1. Select < Less Than and enter 30 in the value
   
    
    

The result is an Exception Report highlighting all Sales <30% Margin.

You could set this up as a scheduled email and flag to Auto Email (Enterprise Version) and set the Schedule email filters to only send if the reports is not blank

If there are Exceptions the report fires off to warn you, if no Exceptions then no report is emailed.

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