# Filter data

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

* [Dimensions](/basics/getting-started/dimensions.md): General information about dimensions, a core concept in Phocas.
* [Overview of financial statements and 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, or start there and 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** dropzone.
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="/files/DdJ12aU4TuMho4fbDPHX" 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="/files/2zBOrwem98XakHThjw6X" alt=""><figcaption></figcaption></figure>

## Filter using the Analytics module

In Financial Statements, click the dimension you want to use as a filter, such as Country, Branch, Department, and so on. You move into the Analytics module, where you'll notice some of the menu items change and the **Summary** button turns grey. The Analytics grid displays a summary of performance for each entity in the selected dimension.

<div align="left"><figure><img src="/files/8QvPkofUVUba6DbjWzw4" alt=""><figcaption></figcaption></figure></div>

From here, you have two options:

* Use the range of Analytics tools to drill deeper into your data, all the way down to the transaction level. See the [Analytics pages](/analytics/analytics.md) for detailed information.
* Select one or more entities in the grid, then click the **Summary** button to return to the Financial Statements module and view the filtered statement. The filter you apply displays above the grid, and the number of selected entities displays on the corresponding dimension button.

<div align="left"><figure><img src="/files/PCnFfD8bkMMveCSHbvw8" alt=""><figcaption></figcaption></figure></div>

Expand the sections below for more examples.

<details>

<summary>Example 1: Filter a financial statement to view the performance of one branch</summary>

In the financial statement, click the **Branch** dimension, then in the Analytics grid, select the branch (B008) and click the **Summary** button.

The statement grid now displays the Profit and Loss for branch B008.

<div align="left"><img src="/files/MViOyCXl1gbde99ZITZz" alt=""></div>

</details>

<details>

<summary>Example 2: Filter a financial statement to view the performance of multiple branches</summary>

In the financial statement, click the **Branch** dimension, then in the Analytics grid, select the branches (B002, B003 and B004) and click the **Summary** button.

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.

<div align="left"><img src="/files/TaBh0MvJkdxBdfTjJnCt" alt=""></div>

</details>

<details>

<summary>Example 3: Filter a financial statement to view the performance of multiple cost centres in a branch</summary>

Suppose you have filtered the Profit and Loss statement by Country (dimension) > Australia (entity). Now you want to take your analysis a step further and see how two specific cost centres in Australia are performing.

In the filtered financial statement, click the **Cost Centre** dimension.

<div align="left"><img src="/files/IRxBfISzYA3ZXr6pKN2R" alt=""></div>

In the Analytics grid, select the cost centres (C001 and C004) and click the **Summary** button.

The statement grid now displays the combined Profit and Loss statement for the selected cost centres in Australia. The net profit value is the sum of the net profits of those cost centres.

<div align="left"><img src="/files/mH3h4QukbOMhtkDVV16S" alt=""></div>

</details>

## 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 chip or on the dimension button.

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


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