KBA-01774: Filter Options on the PD Workbook

Question:

My Period Distribution workbook displays many rows of information. Are there filters I can use to display less rows?

Answer:

Yes.  On the Spitfire Menu, there are two filter options: Show All/Undistributed Rows and Filter By Type.

Show All/Undistributed Rows:

  • Use this toggle to view just the rows with undistributed amounts, and then to view all rows again.

Filter By Type:

  • Use this option to filter by Revenue only or Expense only.  When you select the option, a dialog box appears. Selecting Both in effect turns off the filter.
  • When the worksheet is filtered by type, the type is indicated on row 6.

Note:

The option to Show All/ Undistributed Rows shows both revenue and expense rows; however, if you select Show All/ Undistributed Rows then Filter by Type, just those rows of the appropriate type and undistributed amounts will be visible.

For Related Information:

See Period Distribution: An Overview


KBA-01774; Last updated: November 27, 2019 at 10:25 am