Setting tab filters

Excel > CCH® Tagetik > Design > select form/create new form > Tab filters

Set a tab filter

  1. In the dimensions tree, select one or more of the dimension's elements to be used as tab filters, then click next to the definition area, or drag them into the area: details of the reference dimension and the dimension elements will appear below the node.
  2. Set the filter properties as desired.
  3. Repeat the previous step to add dimension elements or nodes from other dimensions.

Note: when the form is run, the system assigns a name to each sheet, following the rules established in the form options; see Form options window.