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Navigation Tree / Filters

Filter data presented in the Data Browser and Chart window, allowing you to shape and focus your data to determine specific performance across the organisation (or parts of the organisation).

Refer to global settings for customising the filter colourings. The defaults are:

filter-lock indicates a filter is selected/applied.

filter-exclude indicates a filter has been excluded.

filter-mixed displays on the parent level to indicate a combination of included and excluded filters.

To apply a filter

  • Click the filter name to apply a filter-lock

To remove a filter

  • Click the filter name where a filter-lock appears.
  • Alternatively, right click and choose Filters > Clear

To apply multiple filters

Display only information for that entity/cost centre

  • Select a filter level, then apply a Zoom To

To exclude a filter

Excluding filters is ideal if you want all options to display except for one or two areas.

  • Right-clicking on the Filter
  • Select Filter > Exclude.

To clear a filter

If you have selected and deselected multiple filters and need to clear them all.

  • Right-click on the filter
  • Select Filter > Clear

Filter Locks

To identify the filters that have been applied, enable Filter Locks. Which will display at the bottom of your Navigation Tree.

filter lock window

This saves you from having to expand each section to find out what filters are active.

To Enable the filters lock

  • Right-click in the navaigtation pane,

  • Select configure.

    At the bottom of the pop-up window is a tick box option

  • Select Show Locks Window. Here you can toggle on and off the Filter Locks window.

With filter locks, it may be hard to identify exactly the lock you have selected. Hovering your mouse over the selection will display the full drill path. For example

filter lock example

To Remove filter locks

  • Within the filter lock pane, click delete next to the filter.