body {
font-family: Arial, sans-serif;
line-height: 1.6;
margin: 20px;
}
h1, h2, h3 {
color: #2c3e50;
}
h1 {
border-bottom: 2px solid #2980b9;
padding-bottom: 10px;
}
.section {
margin-bottom: 40px;
}
.news-item {
margin-bottom: 20px;
}
.news-item h3 {
margin-top: 0;
}
.announcements ul {
list-style-type: disc;
margin-left: 20px;
}
.date {
color: #7f8c8d;
font-size: 0.9em;
}
Optimising Data Display in Oracle Planning and Budgeting Cloud: Creating and Managing Filters.
02 April 2025
Oracle Planning and Budgeting Cloud (PBC) offers a powerful feature that enables users to create tailored filters to control how data is displayed across various sections of the application. Here is a comprehensive guide to understanding how to create a custom filter in Oracle PBC.
To begin creating a filter, the user must go to the Task Manager in the application. From there, they can navigate to the Filters option or directly access other relevant pages, such as Schedule Tasks, Supplemental Data Tasks, or Alerts, where they can manage filters. The platform enables seamless customisation of data display according to the user's needs.
Once the filter management interface is open, the user clicks the New (+) button to begin creating a new filter. A pop-up window appears, in which several details must be entered: the name, description (optional), and filter type. These elements make it possible to clearly define the purpose of the filter and ensure that it meets the user's specific needs.
The real flexibility of this feature lies in the ability to define complex conditions governing the data displayed. When creating a filter, the user can specify conjunctions to determine the relationship between different conditions, such as "AND" or "OR". The attribute refers to the field or value that the condition must examine, while the operator defines the type of comparison to be performed (for example, equal to, greater than, or between two values). Finally, the value represents the specific item against which the attribute must be compared, whether it is a date, an amount, or another variable.
Once the conditions have been defined, the filter can be applied and saved. This process enables the user to control with great precision the data they wish to view in Oracle Planning and Budgeting Cloud, providing unparalleled flexibility in task management.
Creating custom filters in Oracle Planning and Budgeting Cloud is an essential feature for any user looking to customise their working environment. By enabling users to specify data display conditions, Oracle PBC helps simplify task management and improve the efficiency of financial processes. Whether for managing alerts, scheduled tasks, or supplemental data, filters make it possible to meet users' specific needs while optimising application performance.
source: docs.oracle.com
