Posts: 154
Registered: ‎01-21-2018

Analyze in Excel - Report Level filters carry over


I have a report which has certain report level filters.

Now, when my user starts to use "Analyze in Excel" for that report, today those report level filters are not carried over to the excel.


So, it happens that user starts complaining of seeing different numbers as compared to report. This is because report has some report level filters and excel does not.


I read somewhere that not carrying over filters to "Analyze in excel" is by design.

Is that true?

If yes, what is the justification behind that?



Community Support Team
Posts: 7,711
Registered: ‎08-14-2016

Re: Analyze in Excel - Report Level filters carry over

HI @vmakhija,


Actually, I think you are misunderstanding for this feature.
'Analyze in excel' feature allow you to connect to specific report datasource on excel side and create pivot table to interaction with source data, it not means this feature can direct export related data and filters, visuals styles.



Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
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Posts: 154
Registered: ‎01-21-2018

Re: Analyze in Excel - Report Level filters carry over


Thanks for your response.


I get your point.

Our users are mostly using this feature directly from report, I mean they open the report and then go to "Analyze in excel".

Because of this they are expecting that report level filters be carried forward to excel too.


But as per your input, it seems like that's not it is supposed to work.