> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/financial-statements/using-statements/filter-the-financial-information.md).

# Filter data

Use dimensions to narrow down the financial data and analyze performance in more detail.

{% hint style="success" %}
See these related pages:

* [Dimensions](/basics/getting-started/dimensions.md): General information about dimensions, a core concept in Phocas.
* [Overview of dimensions](/financial-statements/getting-started/overview-of-the-link-between-financial-statements-and-dimensions.md): Information about the link between dimensions and Financial Statements.
  {% endhint %}

Instead of only looking at the high-level totals in your financial statements, you can filter the data. For example, you might want to view figures by department, region, or product line.

You can filter your financial data directly in the Financial Statements module. If you want to drill into individual transactions, you will move into the Analytics module.

{% embed url="<https://phocassoftware.wistia.com/medias/02u3ckaz4z>" %}
Filter your financial data
{% endembed %}

## Filter directly in Financial Statements

Use these options in the Financial Statements grid to quickly filter the data without leaving the page.

#### Filter using the Filters area

1. Drag a dimension into the **Filters** drop zone.
2. Click the dimension to open the **Filters** menu.
3. Select the entities you want to include then click outside the menu to apply the filter. The other entities are removed from the grid.

To clear the filter, click the **X** on the dimension in the **Filters** menu.

<div align="left"><figure><img src="https://3180484653-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKhoFIsurMPEjkuBz9YkN%2Fuploads%2Fc9ADFsGvYM60vMUTxC3y%2FFS%20filtering_no%20lines.gif?alt=media&#x26;token=67bf5a53-9d16-40c3-bcab-3e7701d06238" alt=""><figcaption><p>Filter your data by dragging a dimension into the Filters drop zone</p></figcaption></figure></div>

#### Filter using keyword search

Enter a keyword (such as account name) or numeric value in the **Filter by keyword** box.

The grid updates as you type to show only the matching rows. If a match is within a collapsed group, the group expands automatically.

To clear the filter, click the **X** in the search box.

<figure><img src="https://3180484653-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKhoFIsurMPEjkuBz9YkN%2Fuploads%2FtRwZaOpICXOyEGTKnt3Y%2Fimage.png?alt=media&#x26;token=ab8ade15-146e-402a-87c5-3a9fa79dc256" alt=""><figcaption></figcaption></figure>

#### Filter using dimensions

Click a dimension in the panel to view its items in the grid. Select the items you want to include, then click **Focus**. You can repeat this with another dimension to refine the data.

When you're ready to see the full statement again, click **Return to statement** above the statement levels. This button takes you directly back to your statement layout, with your filters still applied.

Alternatively, drag a dimension from the panel and drop it into the **Filters** area above the grid. Click the dimension in that area, select the items you want to include, then click outside the menu to apply the filter. You can add more dimensions in the same way to refine the data while staying in the statement view.

#### Example: Refine the data and return to the statement

Suppose you want to see the financial results for a particular part of your business, then narrow those results to a smaller selection.

1. Click a dimension relevant to your analysis.
2. Select one or more items, then click **Focus**.
3. If needed, click another dimension, select the items you want to include, then click **Focus** again.
4. Click **Return to statement**.

The statement displays the results for your combined filters, including its categories and calculations. The applied filters appear above the grid.

The dimensions and items available depend on your database setup. Use those that match the business question you want to answer.

## Remove a filter <a href="#filterthefinancialinformation-removeafilter" id="filterthefinancialinformation-removeafilter"></a>

To remove a filter and return to the high-level summary financial information, click the **X** in the filter tag or on the dimension button.

To completely reset the data, click the **Reset** button.


---

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