Setting form filters

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

Set a form filter

1. In the dimensions tree, select one or more elements of the desired dimension to be used as 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 in the definition area.
2. Set the filter properties as desired.
3. Repeat the previous step to add other elements to the dimension or create filters related to other dimensions.