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Adaptive Planning
Last Updated: 2023-06-23
Concept: Matrix Report Filters and Parameters

Concept: Matrix Report Filters and Parameters

Both filters and parameters limit the data that displays in a report. There's a difference in how they work.

Filters

Add filters to:
  • Apply to the whole report and display data specific only to the filters. Example: Filter by the Engineering and USD elements to display data only for that level and currency.
  • Improve performance by limiting the data used to run a report.
When you add many of the same elements to the filter, the report returns the rollup values of the filter. Example: Add Expenses and Assets to the filter. The data in the report returns the sum of Expenses and Assets.
Rollups for contra accounts calculate differently:
  • When the filter includes only contra accounts in the filter, the rollup is the sum of the contra accounts as a positive integer.
  • Where the filter includes a mix of contra and regular accounts, the rollup is the sum of all regular accounts minus the sum of all contra accounts.

Parameters

Add parameters to:
  • Specific elements already applied to the report rows or columns. They let you change the data that you can view only for the associated elements, not the whole report. Say you have a report with these columns:
    • Actuals
    • Working Budget
    • Variance
      You can parameterize the budget version and make Working Budget your initial choice. Select other versions as available parameter choices. These choices only impact the Working Budget column. There’s no change to the Actuals column when users rerun the report with a different budget version.

Example: Add a Report Filter

To add filters, drag elements from the
Elements
pane to the
Filters
area. Verify that the report isn't already using these elements.
The Cash Flow Statement report displays data for the Total Company (Rollup) level by default. In this example, we apply Level as a filter to the report. When you rerun the report, it displays data for the Company A level only.
Example of a report filter
Do these steps:
  1. Click
    Edit
    .
  2. In the
    Elements
    pane, expand
    Levels
    and then Total Company.
  3. Drag Company A to the Filters. This level adds as a filter for the whole report.
  4. Run the report.
  5. To see the filter, click the
    Show Information
     icon on the toolbar. You can view any filters and other default values applied to the report. Note that the report displays monthly data for only Company A level.

Example: Add a Report Parameter

To add parameters, drag elements that are already in the report rows, columns, and filters to the
Parameters
area.
The Cash Flow Statement report displays data for the full timespan of the version in the report. In our example, we parameterize Time. When you run the report, it displays data for Jan 2020 to Dec 2020 based on the Initial Range parameter setting. You then select any time range within the report timespan and rerun. The report displays data only for the selected range.
Example of a report parameter
Do these steps:
  1. Click
    Edit
    .
  2. From the report column, drag the
    Timespan
    element to the
    Parameters
    . Time is now a parameter.
  3. Right-click the
    Time
    parameter and select
    Properties
    .
  4. Under
    Choices
    , select
    From Jan 2020 to Dec 2020
     as the initial data range to display.
  5. Click
    Apply
    and run the report. The report displays monthly data for the initial time range.
  6. From the
    Time
    parameter drop-down, select a different range within the report timespan. Example: Select
    Mar 2020 to Jun 2020
     and rerun. The report now displays monthly data for the new time range.