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Conga Support

Adding a Filter in a Visual Analysis

This page applies to: Conga Contracts
This page applies to: BI Toolbox Module

A filter can be added to a text, date, or value field in a visual analysis to manage the type or amount of data that is available when the analysis is used to create an Analytics Report or set up a Dashboard.  Adding a filter changes the data records to be analyzed, and can limit the data available when generating a chart or table for the analysis.  For example, a date field can be filtered by defining a time frame; a value field can be filtered by setting a ceiling or basement value; and a text field can be filtered by requiring the field to include specific words or characters. 

Filtering a Text Field

1.  Click Reports in the Navigation Toolbar, and select the BI Toolbox link in the menu.

2.  In the Home screen, locate the visual analysis whose field you want to filter, and click its link.

3.  In the Discovery screen, locate the text field you want to filter, and click its Icon BIProperties.gif icon.

A filter can be applied to a text field used in the chart section of the screen, or the data section, located directly below the chart.  A text field contains a blue tick Icon BIText.png  in the top left corner of the field header.

BIFilter2.png

4.  In the prompt named for the text field, click + New Filter.

BIFilter1.gif

5.  When the prompt refreshes, displaying fields for the filter and the Filters window:

  • Make a selection in the list to define the operator, such as Equals, Not Equal, Contains, Is Not Null, Is Not Blank, or Starts With.
  • Enter the restriction in the value field to filter the data using this restriction.
  • Click Apply to close the prompt.
  • In the Filters window:
    • (Optional) Click Icon BIAnd.gif to change the operator to Icon BIOR.png to increase the number of data records.
    • (Optional) Update the filter by hovering over the filter name until Icon BIMoveSm.png displays, and then click the icon to redisplay the prompt.
    • Click Icon BIClose.gif to close the window.

6.  (Optional) When the screen refreshes, review the changes to the chart or table.

7.  (Optional) Click Add To Gallery to add the analysis to the Visual Gallery.

8.  Click Save to update an existing visual analysis, or select Save As New to create a new visual analysis.

Filtering a Date Field

1.  Repeat Steps 1-2 in Filtering a Text Field.

2.  In the Discovery screen, locate the date field you want to filter, and click its Icon BIProperties.gif icon.

A filter can be applied to a date field used in the chart section of the screen, or the data section, located directly below the chart.  A date field contains a gold tick Icon BIDate.png  in the top left corner of the field header.

BIFilter3.png

3.  In the prompt named for the date field, click + New Filter.

BIFilter4.png

4.  When the prompt refreshes, displaying fields for the filter and the Filters window:

  • Make a selection in the list to define the operator, such as Equals, Not Equal, Between, Greater Than, Less Than, Greater or Equals, or Less or Equals.
    • Click Icon BICalendar.png to use the pop-up calendar to select a date, or the date/time.
      • (Optional) Click Today to quickly select today's date.
      • (Optional) Click Time to display hour, minute, and second fields and populate the fields to set the time of day used for the filter.
  • Click Apply to close the prompt.
  • In the Filters window:
    • (Optional) Click Icon BIAnd.gif to change the operator to Icon BIOR.png to increase the number of data records.
    • (Optional) Update the filter by hovering over the filter name until Icon BIMoveSm.png displays, and then click the icon to redisplay the prompt.
    • Click Icon BIClose.gif to close the window.

5.  (Optional) Review the changes in the chart and the filtered information displayed below the chart.

6.  (Optional) Click Add To Gallery to add the analysis to the Visual Gallery.

7.  Click Save to update an existing visual analysis, or select Save As New to create a new visual analysis.

Filtering a Value Field

1.  Repeat Steps 1-2 in Filtering a Text Field.

2.  In the Discovery screen, locate the value field you want to filter, and click its Icon BIProperties.gif icon.

A filter can be applied to a value field used in the chart section of the screen, or the data section, located directly below the chart.  A value field contains a green tick Icon BIValue.png  in the top left corner of the field header.

BIFilter5.png

3.  In the prompt named for the value field, click + New Filter.

BIFilter6.gif

4.  When the prompt refreshes, displaying fields for the filter and the Filters window:

  • Make a selection in the list to define the operator, such as Equals, Not Equal, Between, Greater Than, Less Than, Greater or Equals, or Less or Equals.
  • Enter a value in the blank field.
  • Click Apply to close the prompt.
  • In the Filters window:
    • (Optional) Click the Icon BIAnd.gif toggle button to change the operator to Icon BIOR.png to increase the number of data records.
    • (Optional) Update the filter by hovering over the filter name until Icon BIMoveSm.png displays, and then click the icon to redisplay the prompt.
    • Click Icon BIClose.gif to close the window.

5.  (Optional) When the screen refreshes, review the changes to the chart or table.

6.  (Optional) Click Add To Gallery to add the visual analysis to the Visual Gallery.

7.  Click Save to update an existing visual analysis, or select Save As New to create a new visual analysis.