Apply report and roadmap filters to custom worksheet record-array calculations

What is the challenge?

• Report and roadmap filters do not automatically apply to record arrays used in custom worksheet calculations. Filtering the view changes which records are displayed, but worksheet values still reflect the unfiltered arrays.

• Users must maintain separate filtering logic in worksheet formulas rather than reuse the active view’s filters.

What is the impact?

• Calculated totals and metrics can appear inconsistent with the filtered view, creating confusion and reducing confidence in reports.

• Maintaining duplicate filtering logic adds manual effort and makes it harder to reuse worksheets across different reporting contexts.

Describe your idea.

• Provide an option for custom worksheet record-array calculations to inherit the active report or roadmap filters, so only matching records contribute to the calculated values.

• Automatically recalculate those values when filters change, while preserving the option to use unfiltered calculations when needed.