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Workday Adaptive Planning Knowledge Center

ARCHIVEFilter Sheets

Explains how to suppress zeros and blanks and walks you through how to filter sheets by time spans, content,  and dimensions and attributes.

Filters get you to the cells you want to see and edit.

  • Filter by time in any sheet with a time span.
  • Filter by content in modeled sheets.
  • Use dimensions and attributes in cube sheets to filter rows.
  • Suppress rows that have all zeros and blanks. In cube sheets, you can then choose dimensions that reveal specific rows one at a time. 

When to Use Filters

  • To get to editable cells, reduce the size of your sheet, and eliminate scrolling.
  • To hide rows of blank data.
  • To see different sets of data if your admin has limited the amount of rows a modeled sheet can display.

Before You Begin

How You Get There

Compass.png From the nav menu select Sheets, Assumptions, or Processes. Once you open a sheet, select a version and choose a level. You must choose a leaf level to edit cells.

See Open Sheets and Troubleshooting: Get to Editable Cells.

 

Filter by Dimensions and Attributes in Cube Sheets

On cube sheets, time, accounts, any custom dimensions, and attributes are dimensions. They display as: 

  • Drop-down filters above the sheet: 

Dimension filters in a cube sheet

  • Across the top of the grid in the columns.
  • Down the left side of the sheet. Multiple dimensions and attributes can nest within the rows. To pivot cube sheets, see Change Sheet View

Use the filters to:

  • Filter other filters. 
  • Filter rows. 
  • Find editable cells. You must choose a leaf-level dimension from each filter to edit data. 

Dimension and Attribute Scenario

Your business is a store that sells clothes. "Products" is a dimension in your model. Products has a dimension attribute, called Group. Group categorizes the products. Each product dimension is tagged with the appropriate attribute. The products are organized like this:

Group Attribute Values Tops Bottoms Accessories
Product Dimension Values
  • Tank Tops
  • T-shirts
  • Blouses
  • Sweaters
  • Leggings
  • Jeans
  • Skirts
  • Shorts
  • Belts
  • Hats
  • Purses
  • Gloves

Filter Related Filters 

Often the attributes are related to custom dimension, as in the scenario described. When this is true, use the attributes to filter custom dimensions.

  1. Place accounts in the rows and time in the columns so that the attribute and its associated dimension are in the filters.
  2. Choose Tops from the Group filter, an attribute. 
  3. The available dimensions includes only those tagged with tops:  T-shirts, Tank Tops, Blouses, and Sweaters. 
  4. Choose a different attribute: Bottoms
  5. The available dimensions changes to Leggings, Jeans, Skirts, and Shorts. 

Filter filters.png 

Use Dimensions to Filter Attributes in Rows 

  1. From the toolbar, select Change Dimensions ChangeDimensions.png
  2. For Vertical, choose the attribute, Groups. Select OK.
  3. From the Products drop-down filter, select Jeans. Only Bottom remains in the rows. 
  4. From the Product drop-down filter, select T-shirts. Now, only Tops remains in the rows. 

Dimension filter attributes in rows.png

Use Attributes to Filter Dimensions in Rows 

  1. Select Change Dimensions ChangeDimensions.png
  2. For Vertical, choose the dimension, Product, and select OK. The rows include all the products.
  3. From the Group drop-down filter, choose the attribute Tops. The rows display T-shirts, Tank Tops, Sweaters, and Blouses.
  4. From the Group drop-down, choose the attribute Accessories. Now, the rows display Belts, Hats, Purses, and Gloves. 

Attributes to fitler dimensions in rows

Display Option Filters

For more filtering options:

  1. From the toolbar, select Display Options displayOptions.png.
  2. Select the tabs and select and clear any number of values. The values you clear don't appear in the sheet. 
  3. Select Apply.

Display option filters.png

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