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Filter by analytic dimensions
Updated over 2 weeks ago

From Dashboard, when the file contains analytical dimensions, it is possible to filter the results by analytical sections but also to compare them on the same graph.

Analytic dimensions

Dashboard allows you to filter all the results coming from the accounting by analytic dimensions, provided by the accounting of the company.

Analytics is a specific accounting classification by company, in order to easily analyze profitability by activity or by cost center.

Analytics can be broken down into three levels: analysis, axes and sections.

Filter by analytic dimensions

It is possible to filter within a single analysis only, by associating different sections from multiple axes.

  1. To filter by analytical dimensions, click on "Analytical Dimensions" in the filter list.

  2. Select the desired analytical dimension(s).

  3. The charts affected by the filter are highlighted.

Not all files necessarily have analytics in their accounts. In this case, the filter does not appear in the toolbar.

The analytical dimensions are provided by the accounting and have no link neither with the formatting of the Dashboard, nor with the model applied or the chart of accounts applied.

PDF and XLS exports will take your analytics into account.

voir l'article : "Export the Dashboard"

Edit or disable filter

With an active filter, from the banner displayed at the top of the screen, you can

  • clear filter, whichever will set your Dashboard with full results

  • edit the filter, this will open the panel used previously where you can modify the selected analytical dimensions.

All these actions are also available from the right toolbar and the panel behind the "Filter" icon.

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