Filters in SAP Analytics Cloud (SAC) play a crucial role in ensuring accurate data entry during the planning process. By narrowing the scope of your data, filters help you focus on relevant inputs, prevent unintended changes, and maintain consistency across planning versions.
Why Filters Matter in Planning
Why Filters Matter in Planning
When planning across multiple dimensions—such as Region, Product, or Cost Center—filters help:
- Target the right slice of data for manual input or automation
- Prevent accidental updates to unrelated data points
- Improve performance by reducing the data volume shown in tables
How to Apply Filters in a Story Table
1
Click on the table in your story
2
Open the Builder Panel
3
Under the Filter section, select the dimensions you want to filter by (e.g., Time, Version, Product)
4
Choose specific members to include in your planning view
Filters and Version Control
Filters also work hand-in-hand with version management:
- When editing a version (public or private), your filters ensure you’re only changing the intended subset of data
- They reduce the risk of making updates across unrelated categories or time periods
Best Practices to Preserve Data Integrity
| Tip | Why it Matters |
|---|---|
|
Apply filters before entering edit mode |
Prevents edits in the wrong section of the model |
|
Combine multiple filters (e.g., Time + Product) |
Ensures focused data entry |
|
Use Story-level and Table-level filters together |
Adds an extra layer of control |
|
Lock dimensions when not in use |
Avoids accidental overwrite during aggregation |
