Apply a Filter to a Column

 Reporting tools > Financial Analysis or Budgets> Format > Columns

  1. In an open analysis/budget, on the Format menu, click Columns.
  2. On the left-hand side of the Columns screen, select the column you want to format.
  3. Click Filters
  4. Under Select a Filter, select the information that you want to filter the column by. For example, to view data for a specific department or location.
  5. Under Define Filter Criteria, select the criteria specific to the information. For example, to display only a specific department or location, select the department or location (any one of these conditions can be selected equal to, not equal to, begins with, contains, ends with, or any of), and then click Add Filter.
Note: To include multiple filter criteria, hold the CTRL key down while you select the criteria. To exclude specific criteria  from a column, select the Exclude selected items check box.
  1. The filter for your column will display under Current Filter.
  2. To clear a filter, select the filter, and then click Clear.
  3. To clear all filters, click Clear All.
  4. To use the current filter, click Apply.
  5. Click OK.

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