Filter category in another matrix

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I am new user try to figure out how can I filter my category dimension for cetain values. In the attached model I have several dimensions out of which one is account. I import actual figures into my matrix through Datalink.
I understand that I can only filter to one specific account in the filter pane therefore I want to create another matrix (operational accounts) which only retrieves the operational accounts (6xxxx accounts) and their values in the appropriate dimensions (project, department) of course.
I have already linked this second matrix to my original one, but not sure how can I apply a filter for the accounts to bring all accounts which are less than 70000. (7xxxx accounts are non-operational ones).
I would make furhter calculations/view on this second matrix.
Please note that the accounts in my 2012 actuals matrix could change from month to month (new accounts could be added) as I import the data monthly,
so I would need a dynamic filter for all accounts less than 70000.

Could anyone advise please?



Hi Mark,

In your formula 9, you need to have @level(account, 3),1) instead of @level(account, 2),1). There’s an extra level/group in the FCST accounts so the account number is on the third level. You also need a skip FCST accounts in the formula 10 so that the eclipse goes away.

I’m not sure exactly what you want for the filter but you can drag the account category to top of table to only pick an individual account. That may or may not help.


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