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	User
Worksheet filter	Individual worksheet	Temporary	Quick, one-time filtering	Editors, Administrators
Layout	Worksheet view	Persistent (saved)	Reusing and sharing specific view	Editors, Administrators
Session filter	Entire session	Until you sign out	Working across multiple filtered budgets	Editors, Administrators
Filtered budget	Budget instance	Permanent (per budget)	Controlled, role-specific budgeting	Administrators

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.

• An additional user permission is required for this filtering method.

• This isn't the optimal solution 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.