Editing Relationship Filters

Note:

To edit relationship filters, you must be assigned the Edit Relationship Filters feature permission via a feature access rule.

To edit filters from the child scenario:

  1. Navigate to the child scenario.
  2. In the plan table toolbar, click Show more scenario actions and then click Manage Relationships.
  3. Click Show Actions.
  4. Click Edit Filters.
  5. Select a function. For more information, see Formula Syntax.
  6. Next to each dimension name, select an operator.
  7. Next to each dimension name, select or search for a value.
  8. Click Save.

To edit filters from the parent plan:

  1. Navigate to the row you want to edit on the parent plan.
  2. Click .
  3. Click Edit Relationship Filters.
  4. Select a function.
  5. Next to each dimension name, select an operator.
  6. Next to each dimension name, select or search for a value.
  7. Click Save.