• Skip to main content
  • Skip to footer
Revelwood Logo

Revelwood

Your SUPER-powered WP Engine Site

  • Who We Are
    • About Us
      • Our Company
      • Our Team
      • Partners
    • Careers
      • Join Our Team
  • What We Do
    • Solutions
      • Workday Adaptive Planning
      • IBM Planning Analytics
      • BlackLine
    • Services
      • Implementation Services
      • Customer Care
        • Help Desk
        • System Administration as a Service
      • Training
        • Adaptive Planning Training
        • IBM Planning Analytics / TM1 Training
    • Products
      • DataMaestro
      • LightSpeed
      • IBM Planning Analytics Utilities
  • How We Help
    • Workday Adaptive Planning Use Cases
    • IBM Planning Analytics Use Cases
    • BlackLine Use Cases
    • Client Success Stories
  • How We Think
    • Knowledge Center
    • Events
    • News
  • Contact Us

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Excel’s FILTER Function

 

Tips & Tricks

June 23, 2020

By Lee Lazarow

Have you ever wanted to filter a list of data to look at a subset of the entire table? Many of you know that you can use the filter button within Excel’s data section to do this.

IBM Planning Analytics Tips & Tricks: The Excel FILTER Function

But what if you wanted to create a filter that users can change without having to navigate through ribbons? Did you know that you can do this using Excel’s FILTER function?

The FILTER function allows you to filter a range of data based on criteria you define. This allows you to create selector cells which can be used within a formula to filter the selected data. The function is written as follows:

FILTER (range, formula for inclusion, if empty)

  • The range consists of the entire table to be checked
  • The formula for inclusion consists of criteria to be filtered
  • The last parameter (optional) defines a value to be returned when no results are found

The example below shows a table on the left, an input cell, and the FILTER command in cell F5. In this case, the function is being used to look at the entire table (cells B3 through D11) and checking to see if the value in column B is the same as the value in cell G2.

Learn about Excel's FILTER Function

The formula for inclusion can use more complex approaches to check multiple values. This is done by using the multiplication operator as the “and” statement. The example below expands upon the first example by allowing the user to independently select both a state and a city.

IBM Planning Analytics Tips: Excel's FILTER Function

This functionality allows you to replicate Planning Analytics selector concepts into an existing spreadsheet.

IBM Planning Analytics, which TM1 is the engine for, is full of new features and functionality. Not sure where to start? Our team here at Revelwood can help. Contact us for more information at info@revelwood.com. And stay tuned for more Planning Analytics Tips & Tricks weekly in our Knowledge Center and in upcoming newsletters!

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: The Excel FORMULATEXT Function

IBM Planning Analytics Tips & Tricks: Learn the Excel CELL Formula

IBM Planning Analytics Tips & Tricks: New Excel Feature – Map Charts

Author

  • Lee Lazarow
    Lee Lazarow

    View all posts

    • Categories

      • Awards & Recognition
      • Financial Close & Consolidation
      • FP&A Done Right
      • IBM Planning Analytics Tips & Tricks
      • News & Events
      • Success Stories
      • Tech Bulletins
      • Workday Adaptive Planning Insights
      • Workday Adaptive Planning Tips & Tricks

    Popular Posts

    Authors

    Adam Riskin
    Adam Riskin
    Ailenette Cruz
    Ailenette Cruz
    Alex Goldman
    Alex Goldman
    Ben Alcock
    Ben Alcock
    Brian Combs
    Brian Combs
    Dave Miersch
    Dave Miersch
    Dillon Rossman
    Dillon Rossman
    Gary Leiffer
    Gary Leiffer
    John Pra Sisto
    John Pra Sisto
    Ken Wolf
    Ken Wolf
    Koury Reid
    Koury Reid
    Lee Lazarow
    Lee Lazarow
    Lisa Minneci
    Lisa Minneci
    Marc Assenza
    Marc Assenza
    Mary Luchs
    Mary Luchs
    Michelle Song
    Michelle Song
    Nina Inverso
    Nina Inverso
    Revelwood
    Revelwood
    Robert Nordhagen
    Robert Nordhagen
    Tara Byrnes
    Tara Byrnes
    Wesley DeMarco
    Wesley DeMarco

    Sign up for our newsletter

    Connect

Footer

Revelwood Overview

Revelwood helps finance organizations close, consolidate, plan, monitor and analyze business performance. As experts in solutions for the Office of Finance, we partner with best-in-breed software companies by applying best practices guidance and our pre-configured applications to help businesses achieve their full potential.

EXPERTISE

  • Workday Adaptive Planning
  • IBM Planning Analytics
  • BlackLine

ABOUT

  • Who We Are
  • What We Do
  • How We Help
  • How We Think
  • Privacy

CONNECT

Contact:

25B Vreeland Road, Suite 111 Florham Park, NJ 07932
201.984.3030
info@revelwood.com

Copyright © 2023 · Revelwood Inc. All rights reserved. Revelwood® and the Revelwood logo are registered marks of Revelwood Inc.