Filtering Data

1. Hovering the mouse pointer over the Filter button will cause the filter preview drawer to slide out from the right to show you what attributes are being filtered.  
   

1. Clicking the Filter button will launch the Filter tab. 

1. The filter drawer allows for configuring filter levels manually, as well saving filter configurations. After making any selections, be sure to click Apply & Save at the bottom of the drawer. 
   

1. Next to the Filter button, you can click the Filter icon button to quickly switch between a global view of the data and the filter data selected. 

1. You can also Exclude selected Filter items by toggling the Include/Exclude switch.
   

Views

1. Manage in Settings dropdown will allow you select views from the Settings tab of the navigation menu. Setting will launch in a separate browser tab.

Edit Data

1. Right-click a Demand Type and select Edit from the context menu. Editable cells for that Demand Type will turn yellow, allowing you to double-click inside that cell and override the number value. 
   

1. Change the value inside the cell. The application will briefly show you if this new value is a negative or positive addition to the report. 
   

1. When finished right-click the Demand Type again and select Finish Editing, the editable cell row will become white again. 
   

1. You can also select a demand type from the Edit Data dropdown, and edit the data. 
   

Revert to Previous Value

Time Period

1. After selecting a time period and visible future time period, click Apply. 

Volume and Currency

• Collaboration: Overview & Layout
• Collaboration: Compare, History, Charts & Publishing
• Collaboration: Context Menu Reference
• Collaboration (original)