Form filters window

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

Purpose of window

This window allows you to set filters on forms. These filters are elements and/or nodes of the dimensions tree that are added and modified in the form filters definition area and determine the data managed in the form.

What it looks like

Element	Description
A	Action buttons in all windows. See Configuration window structure.
B	Dimensions tree
C	Buttons specific to the window
D	Form filters definition area
E	Table of properties of the selected element in the definition area

Window sections

Element	Description
Dimensions tree	Show the list of available dimensions. - system dimensions (scenario, period, account, entity...) - custom dimensions (customisable, up to a maximum of 5. E.g. products, cost centres...) - specific reporting dimensions (e.g. period length)
Form filters definition area	Show the list of filters currently set on the form.
Properties table	- Allows you to manage the editable attributes of the selected dimension or filter.

Buttons in window

Element	Description
	Adds one or several elements or nodes selected in the dimensions tree to the form filters definition area.
	Only with filters with the OR function already defined. Allows you to remove one or more elements from filters defined as OR.
	Removes the selected filter.

Properties table

Element	Description
	Expands a set of details which change a filter property.
	Expands the list of possible values for the property.
	Opens the property configuration window.

For details of the possible options in relation to properties, see Form filter properties.