Using Filters

You can use filters in dashboards and/or charts.

Dashboard filters make it easy to view data for different combinations of dimensions from a single interface and eliminate the need to create multiple dashboards for different users. Dashboard filters are common for all charts and elements included in the dashboard.

Adding a Dashboard Filter

To add a filter to the dashboard:

1. In Designer, click the Filter icon. Dimensions are displayed.

2. Filtered dimensions appears in the upper left-hand corner of the canvas.

3. Click the filtered dimension and select dimension members. Now, the filter is applied to all charts and tables on the dashboard.

For dimensions common to Financial, Workforce and Scorecard (for example; Account, Company, Time) reporting areas, the substitution variables available are from the Financial Cube only. However, you can still update the charts created on the Financial, Workforce and Scorecard reporting areas.

Reset of User Selections on Global Filters

Users can reset dashboard filters after dimension member selections for a dimension have been saved. For example, let’s say a user selects dimension member 123 instead of 789 saves the dashboard. The 123 selection is retained the next time the user accesses the dashboard. However, let’s say the user then decides that he or she wants the chart returned to the previous state (with dimension member 789 displayed). To make this happen, the user clicks the Reset button shown below.

Drilling to Filter Chart Data

You can click on certain charts to drill down into more detail. For example, drill into Men's Mountain Bikes by clicking the blue portion of the chart.

You can also unfilter (drill out) by clicking Product or Mountain Bikes in the path.

Using Drill Down and Drill Through

You can drill down and through to data from Dashboards to Operational Planning, Capital Planning, Workforce Planning, GL Data Loaded data, and Consolidation. Drilling down and through is available for all chart types, but does not apply to filters and text areas. Drill Down and Drill Through may or may not be available on chart data points. Chart data point selections are made when the chart is created. For example, using the chart below, only Drill Through is available. This could be because the leaf level members are already displayed on the chart; so there are no lower level members to drill down to.

Some Important Details:

• Drill through is available for all dimensions, attributes, and attribute hierarchies.

• Planful offers in-memory and on demand loading of drill through data to ensure the best performance with large volumes of data.

• All Drill Through reports honor dimension security; irrespective of the individual module access/security such as Planning template security, Data Integration security, budget entity privileges, and Consolidation security.

• Drill through on Custom Members is supported only when there is a single dimension multiple member or single dimension single member or multiple dimension single member mapping.

• Currency in Drill Through reports is displayed in the same currency and format in which it was loaded to Planful.

• Number scale is NOT honored in Drill Through reports.

• Bubble/Scatter charts show multiple values on a single data point. The Drill Through report displays the source details for all values.

• In a Table, drill down always happens on a row irrespective of the cell selected.

In Practice

1. Select the new Drill Down option by right-clicking on a chart intersection to drill to the next level in addition to double-clicking on a data point. For example, using the image below, right-click on the Q3 2018 data point and select Drill Down.

   

2. Now, let’s say you want to drill through, using the chart below as an example, right-click at a data point select DrillThrough.

   

   The Drill Through report displays with relevant data as shown below. You cannot save the Drill Through report, but you can export it to Excel.

   

   Information on fields and icons available in the Drill Through report is provided below.

   Label - Display the Drill Through report output by member code, name, or label (code+name). When Drill Through report is exported to Excel, the code/name/label configuration is retained across all tabs. Once you navigate away from the Drill Through screen, the default setting is reapplied. You cannot have one tab display code while the other displays label, for example. All tabs will display based on the latest selection made on any of the tabs.

   Filter - Filter data in the Drill Through report. You can filter each column as shown in the image below.

   

   Doc Ref - If the Drill Through report has Operational and Capital Planning tabs, you can click on the hyperlink available in the Doc Ref column of any record in the report to open the corresponding source document template. The Source template opens in a new browser window. The user security for the budget entity and the navigation access permissions to the template are honored while opening the template.

   

   Gear icon - You can turn on/off Doc Ref. If turned off, data is aggregated for a given segment and currency combination across all Data Load Rules. Select or deselect the checkbox and click Apply Changes.

   Select columns to show or hide in the drill through report by selecting or deselecting the checkboxes under SHOW/HIDE COLUMNS.