Filtering methods

Get a summary of the filtering methods, including when to use them, and who can use them.

There are multiple filtering options to help you view, edit, and manage your budget data efficiently. Each one serves a different purpose, as summarized in the table and described below.

Method	Scope	Persistence	Best For	Budget user
Worksheet filter	Individual worksheet	Temporary	Quick, one-time filtering	Contributor, Owner, and Administrator
Layout	Worksheet view	Persistent (saved)	Reusing and sharing specific view	Contributor, Owner, and Administrator
Session filter	Entire session	Until you sign out	Working across multiple filtered budgets	Contributor, Owner, and Administrator
Filtered budget	Budget instance	Permanent (per budget)	Controlled, role-specific budgeting	Owner and Administrator
Deletion of item	Budget instance	Permanent (per budget, upon deletion)	Removing specific dimension entities or accounts from the budget	Owner and Administrator

Worksheet filter

A worksheet filter is a filter you apply directly within a budget or forecast worksheet. You can filter by condition, keyword, workflow, or dimension (such as Country or Product).

Use it when:

• You’re working on a specific worksheet and want to temporarily change what data is displayed to focus on specific segments.

• You need a quick, one-off view to analyze or edit specific data.

• You don’t need to save the filter for future use or share your view without anyone.

Key features:

• Ad hoc filtering.

• Only affects your view of the data.

• Resets when you leave unless saved via a layout.

Layout with saved filters

A layout is a saved view of a worksheet with applied filters.

Use it when:

• You want to reuse a specific view of the worksheet.

• You regularly analyze the same data set, therefore, apply the same set of filters.

• You want to share a customized view across your team.

Key features:

• Persistent and reusable.

• Can include more than filters, such as column visibility and order, and row groupings.

• Ideal for recurring review or analysis needs and collaboration.

Session filter

A session filter is a filter you apply across all budgets and forecasts during your current session.

Use it when:

• You’re working across multiple budgets and want consistent filtering. For example, you're working on a group of budgets tied to the same customer, region, or product range.

• You don’t want to apply the same filter repeatedly in different worksheets repeatedly during a session.

• You have a large budget and want better performance.

Key features:

• Global filters for your session.

• Applied automatically to all budgets and forecasts you open during the session.

• Reset when you sign out or manually clear them.

Filtered budget

A filtered budget is a specific type of budget with pre-applied filters that restrict the data within it. You can apply the filter to the whole budget or a level within the budget.

• Only the budget owner or administrator can use this filtering method.

• This isn't the optimal filtering method in some scenarios.

If you’re a budget owner, use it when:

• You want to create a budget that only includes certain data.

• You want to distribute budgets to users but need strict control over what data is editable or visible in the budget.

• You're building role-based budgets (e.g. regional managers see only their data).

Key features:

• Filter is set during budget creation and baked into the budget.

• Controls visibility and data access as it restricts users to only the filtered data.

• Ideal for department- or role-specific budgeting.

Deletion of item

Only the budget owner or administrator can use this filtering method.

The deletion (removal) of specific dimension entities or accounts directly from your budget or forecast is technically another way to filter the data. This method is particularly useful when certain items are no longer relevant to your financial planning. By deleting these items, you effectively filter them out from your budget, ensuring that only pertinent data remains.​

Use it when:

• You need to permanently exclude specific dimension entities or accounts from your budget or forecast.​

• Certain items are obsolete or irrelevant to your current financial planning.​

Key features:

• Permanent removal of selected items from the budget or forecast.​ However, these items can be manually added back in later, if required.

• Ensures data relevance and accuracy by excluding unnecessary entities or accounts.​