This task is performed during the data ingestion process, so you will need to navigate to an engagements Data page and begin importing a file.

Note: This task is only applicable to columns that have not already been mapped.

During column mapping, use the ellipsis to the right of the column in question and select Add column for filtering.

The Columns for filtering pop-up window will appear and you will see a preview of the first two cells in the selected column. You have the option to change the name using the Header Name field. When satisfied, Save your work.

The column will now be marked for filtering and you will be taken back to column mapping. Columns marked for filtering will be shown in the bottom right of the page.

Any columns you’ve added will appear as filters on the risk overview dashboard and as options in the Dynamic Risk Graph.

Learn more about filtering on the risk overview dashboard for GL, AP and AR analyses.

Learn more about the Dynamic Risk Graph for GL, AP and AR analyses.

In general ledger analyses, the columns for filtering will appear as filters in the income statement views of the Financial Statement table.

Any columns you’ve added for filtering will be available in the filter builder on the data table.

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Related Article

• Duplicating the column
• Joining column
• Split column