An issue might occur where filtering is inconsistent between the web application and the SAS Intelligent Planning Add-in when you work with planning forms that contain both read-only and data entry tables.
- In the web application, filters applied at the form level are reflected in only data entry tables.
- Read-only tables do not show the applied filter context and display unfiltered data.
- In the SAS Intelligent Planning Add-in, the same filters are correctly applied to both read-only and data entry tables.
For example, this issue occurs when you complete steps similar to the following:
- Select a published form. (The example below uses the San Antonio form.)
- From the Planning Area, add a data entry table and a read-only table.
- Save.
- After you open the published form, navigate to the Details tab.
The data entry table displays the correct filtered result. (That is, San Antonio.)
However, the read-only tables do not reflect the filter. Unfiltered data is displayed. - Open both forms in Microsoft Excel.
The expected behavior occurs. Both the data entry and read-only tables display the filtered results.
Workaround
If you require accurate filtering in a read-only table, use the SAS Intelligent Planning Add-In.