Worksheet Configuration Pane - Filter Tab

The worksheet configuration pane enables you to configure the Business View Excel report.

To access
  1. In the ALM tab in Excel, click Add or New Report.

  2. Select the business view and click OK.
  3. Select the Filter tab.
Important information
  • To hide the Worksheet Configuration pane, click the Show Configuration button. Clicking the button again reopens the Worksheet Configuration pane.

  • If you click in the Excel worksheet outside the actual report, the Worksheet Configuration pane closes. Click in the report to reopen the pane.

Relevant tasks

How to Generate a Business View Excel Report

See also

ALM Tab - Microsoft Excel

The Filter tab of the worksheet configuration pane enables you to filter the data to be included in the report. User interface elements are described below:

UI Element


Clear Filter. Clears the filter settings defined in the Filter tab.

Copy Filter Settings. Copies the filter settings to the Clipboard.

Paste Filter Settings. Pastes the filter settings from the Clipboard.

Criteria Click to set the filter criteria for the specific field. The Select Filter Condition dialog box opens.
Field Name Alphabetical list of the Report Headings.