Updating Filters in Accolade Excel Reports

Depending on a report's setup, you may be prompted to modify filters that select the data included within the report. Update the filters to see what effect those changes have on the tables and charts in the report, and as a result can view an alternative scenario. For example, if a chart shows projects with a certain range of estimated Net Present Value (NPV), you can see the effect of moving the range higher or lower.

The information below assumes you are using the Accolade Office Extensions add-in to create reports.

To modify filters in an MS Excel report:

1. View the report and refresh the Accolade data, as necessary.

If you are prompted to refresh report filters. click Yes to modify the filters.

2. Change the condition, filter values, or both for the selected filter(s).

If the filter is used on multiple reports, click to view and modify the filters on individual reports. If you modify the filter at the top level, it will apply globally across all reports contained in the workbook.

3. Click Done to apply your changes and generate the report.

The reports in the file are refreshed using the changed filter values.

Notes:    Changes that you make to the filters are saved if you save the file. These changes are saved with the version that you save; they are not saved to the version saved within Accolade. If you are not given the option to modify the filters, but you have Accolade Office Extensions installed on your computer, you can save the file to your computer and modify the source report to make the filters editable.