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Override tab filters window

Excel > CCH® Tagetik > Report list > (third tab of the Wizard) select Override tab filters >

Excel > CCH® Tagetik > Design > (Left-hand panel) select form > > Report list > (third tab of the Wizard) select Override tab filters >

Purpose of window

This window allows you to override tab filters. On closing the window, the system assigns Ignore as the definition method for the parameters shown in the run parameters configuration window. In this way, the user does not need to specify the value of the parameter, as it is overridden.

Override method

Option Description
Applies override only if there are no pre-existing tab filters. The system adds the overridden tab filters only if it does not identify pre-existing tab filters.
Nest under existing tab filters - The system adds the overridden tab filters to any existing filters. If the overridden filter concerns a dimension already present in the existing filters, the system does not consider the overridden filter and returns a non-blocking warning message when running/refreshing the Report List.
Replace existing tab filters The system inserts the tab filters, replacing the pre-existing ones.

Buttons in window

Element Description
Changes the display mode.
Allows you to search for the desired tab filter.
Adds one or several elements or nodes selected in the dimensions tree under the selected node in the filters tree.
Only with filters already defined, adds one or several elements or nodes selected in the dimensions tree to all filters already defined. Note: if there are no pre-defined filters in the column, it functions like the button.
Adds one or several filters selected in the dimensions tree to a selected filter, creating a OR type logical relationship. OR type logical relationships can only be created with elements or nodes belonging to the same dimension as the filters already defined. The added filter is labelled with the concatenation of the individual element codes separated by ",". The value displayed is equal to the sum of the elements entered.
Adds one or several elements selected in the dimensions tree belonging to the same filter dimension to a node of filters linked by an OR logical relationship. The added filter is labelled with the concatenation of the individual element codes separated by ",". The value displayed is equal to the sum of the elements entered.
Only with filters already defined. Deletes the selected element or node.
Only with filters already defined. Deletes the entire level of the selected filter.
Only with filters already defined. Moves the selected element up one position.
Only with filters already defined. Moves the selected element down one position.
Only with filters at several levels already defined in the row/column columns. Moves the selected level up one level.
Only with filters already defined. Replaces en bloc the selected elements of a filter with elements selected in the dimensions tree. Useful for reusing a filter by replacing its elements, but not its properties.
Only with filters already defined in the rows/columns with an OR logical relationship. Deletes one or several elements from the filter containing the OR logical relationship.
(Only for control groups) Adds the control group selected in the dimensions tree to the filter. See Control groups: basic concepts.
(Only for control groups) Adds the control group selected in the dimensions tree to all filters already defined. See Control groups: basic concepts.
(Only for FST items) Analytically adds, under the selected filter, the FST selected in the dimensions tree. See Financial statement templates.
(Only for FST items) Analytically adds, under all filters, the FST selected in the dimensions tree. See Financial statement templates.
(Only for FST items) Synthetically enters the FST under the currently selected filter. See Financial statement templates.
(Only for FST items) Synthetically adds, under all filters, the FST selected in the dimensions tree. See Financial statement templates.