How to: Filtering, Grouping, and Configuration in the Expenditure Plan

Date Range Filter

The primary filter in the Expenditure Plan is the date range selector.

• Maximum selectable range: 1 year

• Presets include:

  • Current Year

  • Last Year

  • Financial Year

  • Last Financial Year

Campaigns are included if any part of their date range overlaps the selected period.

This limitation ensures efficient data loading.

Group By

Group By defines how campaigns are structured and rolled up.

• Default grouping: Client

• Users can add or remove groupings

• Grouping controls how aggregates appear in the grid and timeline

Group By works on aggregated campaign data, not flight‑level records.

Columns

Columns determine which aggregated fields are visible.

• Columns affect display only

• Available fields are limited to what exists in Campaign Aggregates

Examples include:

• Campaign Name

• Gross, Net, and other totals

• Market, Branch, Media Owner

Values roll up automatically at each grouping level.

Drill Down

Drill Down controls how deeply data is expanded.

• Expanding to lower levels triggers additional server requests

• This behaviour is intentional to preserve performance

Users can expand selectively or load all lower‑level data when required.

Filters

Filters behave similarly to Campaign Plan filters, with one key difference:

• All filters are constrained by the selected date range

This means available filter values reflect only campaigns included in the date window, improving performance but sometimes producing narrower filter lists.

Settings

Display and Behaviour Settings

Key Expenditure Plan‑specific settings include:

• Gantt Text (Monthly / Weekly): Choose which aggregate values appear in the timeline (e.g. Gross, Net, TARPs)

• Currency selection

• Highlight Sync: Highlight campaigns based on how recently data was synced

• Key Dates & Holidays

• Calendar type selection

• Value rounding

• Group aggregation toggles (show/hide rolled‑up values)

Export Settings

Export settings control what appears in PDF or PNG exports:

• Client name

• Agency image

• Legend

• Filter selections