I've gotten this request a couple times recently on Apptio Community and since not everyone has an AAEP to watch Jonathan's Spark video, I decided to write up an abbreviated version of how to do this. For those of you have have current AAEPs you can view Jonathan's video by logging into ApptioU and searching on Binary Filter.
If you don't already have the binary (Yes/No) column, you'll need to insert a formula column to create it. Usually you use some kind of If statement to test your values and return Yes or No. If you already have a Yes/No Column you can skip to Part 2.
To make setup easy, I've created a simple report that displays Cost and Budget by Account number.
In our scenario let's say the business wants to only display values where there is negative variance. To accomplish this, we'll first have to calculate variance (of course we do have a variance metric but I'm going to create a custom column for demonstration purposes). Go to the Data Tab while in your report and Insert a Formula Column.
Variance is just Budget-Cost. Set the format to Currency and click Create.
Now we only want to show the rows where the Calculated Variance is a negative number. We can do that with a manual filter, but we don't want our users to have to filter every time... so we'll create another formula column to test for negative variance.
This results in a new column with Yes and No values
Now again, we want to show only the ones with a negative variance, which in our table would be the "Yes" values. So we right click on the Neg Variance column and add it to the Filters
Now that it's in the filters column, we can edit the filter to say what we want to display. All I have to do is right-click and Add it to Filters.
Once it's in the filters I can right-click to edit the filter
I'll need to set up a custom filter that matches the value I want to display (Yes). Remember Apptio is case sensitive so the value you type in for the filter name, has to match the case and spelling of the value you're trying to filter for.
Deselect everything but Yes and click OK
Now our report only shows those accounts with a negative variance (where Neg Variance column =Yes).
Let's do a little final cleanup. We don't really need our users to see the Neg Variance column... so we can go back to where it exists in the Values area, right click and hide the column.
I hope you've found this helpful.