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Set row/column filters

Excel > CCH® Tagetik > Design > open form > open or create matrix > Row/column filters

Introduction

Setting row/column filters means defining what data will be shown in the matrix’s rows/columns. It is possible to define filters made up of individual dimensions and filters with more complex structures.

Set a filter on rows/columns

This procedure explains how to define filters on rows. Proceed in the same way to define column filters.

  1. In the dimensions tree, select an element or node of the desired dimension to be used as a filter for the rows, then click next to the local filters on the rows, or drag it directly into the rows section. The filter will appear below the Rows node.
  2. Set the filter properties as desired (see Row/column filter properties).
  3. Repeat the previous steps to add dimension elements or nodes from other dimensions.

Customise a filter

In the local row/column filters tree, click on the desired filter and edit its properties in the properties table (see Matrix filter properties table).

Create OR filters in the local row/column filters tree

This procedure explains how to create a filter containing several elements of a hierarchy of dimension elements directly in the row/column filters tree, by linking them to a cumulative relationship. To create such a filter, the OR function must be used (). At runtime, that hierarchy is run in the matrix just like any other node. The procedure to be followed is:

  1. In the desired local filters tree, select the Rows (or columns) parent node.
  2. In the dimensions tree, select the desired dimension elements and click . The elements are added on the same level.

Add OR values to an existing filter

  1. In the filters tree, select the desired filter.
  2. In the dimensions tree, select the desired dimension elements and click . The elements are added on the same level.

Add a placeholder

Click the row/column filter that will precede the placeholder, then click . The placeholder will appear below the selected filter.

Add a formula

  1. Click on the row/column filter or on the placeholder that will precede the formula, then click . The formula placeholder will appear below the selected filter and the formula editor will open.
  2. Select the desired options for the formula and enter the text of the formula. For instructions on how to write formulas, see Formula filters.

To view a list of the pre-existing filters on rows/columns and select the desired ones, position the cursor in the formula writing area and right click. 3. Click OK.