How to work with the filters panel

How to display the filters panel

SmartInsight tile > CCH Tagetik

Navbar > Reports & Analysis > SmartInsight >CCH Tagetik

To hide/display the dimension panel, click on Filters in the Panels section. To display filters for a specific matrix, an individual matrix cell must be selected.

How to add filters to the matrix

SmartInsight tile > CCH Tagetik > Filters Panel

Navbar > Reports & Analysis > SmartInsight >CCH Tagetik > Filters Panel

  1. Select a single cell of the matrix to which you want to add filters.

Note: If you select more than one cell or a cell outside the matrix, the filters will not be shown. 2. In the dimensions panel, select the elements to be added to the matrix filters and drag them into the filter panel.

Note: only one filter can be entered for the currency dimension 3. To apply filters to the matrix, click on .

Ho to remove filters from the matrix

SmartInsight tile > CCH Tagetik > Filters Panel

Navbar > Reports & Analysis > SmartInsight >CCH Tagetik > Filters Panel

To remove an individual filter, click on the X next to the element.

To remove an entire section of filters, click on .

Transform a matrix filter into a row/column

SmartInsight tile > CCH Tagetik > Filters Panel

Navbar > Reports & Analysis > SmartInsight >CCH Tagetik > Filters Panel

  1. Click the button for the filter to be transformed and select Move to first empty row/column: the filter will be moved to the first empty row/column.
  2. To update the matrix, click .