Filter data
Use dimensions to narrow down the financial data and analyze performance in more detail.
See these related pages:
Dimensions: General information about dimensions, a core concept in Phocas.
Overview of dimensions: Information about the link between dimensions and Financial Statements.
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.
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
Drag a dimension into the Filters drop zone.
Click the dimension to open the Filters menu.
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.
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.
Filter using dimensions
Clicking a dimension in the panel shows a quick preview of its entities. But the most straightforward way to filter your statement to specific entities is to use the Filters area described above: drag the dimension into the Filters drop zone, then select the entities you want. The statement updates to show the filtered data, keeping its full structure (categories, calculations, and so on) intact, and the number of selected entities displays on the corresponding dimension button.
Expand the sections below for more examples.
Example 1: Filter a financial statement to view the performance of one branch
Drag the Branch dimension into the Filters drop zone. Click the dimension to open the Filters menu, then select the checkbox for branch 08 and click outside the menu to apply.
The statement grid now displays the Profit and Loss for branch 08.
Example 2: Filter a financial statement to view the performance of multiple branches
Drag the Branch dimension into the Filters drop zone. Click the dimension to open the Filters menu, then select the checkboxes for branches 02, 03 and 04 and click outside the menu to apply.
The statement grid now displays the combined Profit and Loss statement for the selected branches. The net profit value is the sum of the net profits of those branches.
Example 3: Filter a financial statement to view the performance of multiple departments in a country
Suppose you have already filtered the Profit and Loss statement by Country (dimension) > Australia (entity) using the Filters area. Now you want to take your analysis a step further and see how two specific departments in Australia are performing.
Drag the Department dimension into the Filters drop zone as well. Click the dimension to open the Filters menu, then select the checkboxes for departments Sales (SAL) and Marketing (MAR), and click outside the menu to apply.
The statement grid now displays the combined Profit and Loss statement for the selected departments in Australia. The net profit value is the sum of the net profits of those departments.
Remove a filter
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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