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Filter Configuration

Depending on whether the field selected as a filter is a dimension, metric, or date, the procedure for configuring the field will vary. Configuring a filter involves selecting an operand and defining a value or date for the filter. Configuration may also involve determining whether a pre-defined value or timeframe is set, or whether the report user is allowed to define the value or timeframe.

Configuring a Metric Filter

A metric filter involves a number field that can define a specific number, a value that is greater than or less than a specific number, or a value that is between two specific numbers.

image336.png

1

Data tab

Ensure the tab is selected to display the Data input view.

2

Advanced Settings link

Click to display the Configure Filters screen.

If there is more than one filter, the screen will display all the current filters.

image337.png

3

Filter record

Locate the filter you want to configure.

4

Operand list

Make a selection in the corresponding list, depending on how you want to configure the filter. In the example shown, Is Not Null is selected, so no value needs to be defined.

For information on operands, see Appendix F – Filter Operators.

5

Drag Filter Fields Here list box

If you want to add another filter, locate the field in the Available Fields list, and drag it to the list box.

6

Close & Apply icon

Click on the image332.png icon to and apply the filter to the report and close the Configure Filters screen.

Configure a Date Filter

A date filter can define a specific date, a time before or after a specific date, or a timeframe.

image338.png

1

Data tab

Ensure the tab is selected to display the Data input view.

2

Advanced Settings link

Click to display the Configure Filters screen.

If there is more than one filter, the screen will display all the current filters.

image339.png

3

Filter record

Locate the filter you want to configure.

4

Operand list

Make a selection in the corresponding list, depending on how you want to configure the filter. In the example shown, Between is selected, so you can define the timeframe, or you can allow the user to define the timeframe.

For information on operands, see Appendix F – Filter Operators.

5

Define Value link

Click to display a Select Filter Value window.

6

Filter Value options

Make the appropriate selection, based on how you want to define the date or timeframe:

  • User Prompt – displays a prompt for the report user, allowing them to select the date or timeframe for the filter.
  • Defined Value – refreshes the window, displaying fields that allow you to select specific dates using a calendar date or a dynamic date. See Appendix H – Date Filter Value Options.
  • Pre-defined Period – refreshes the window, displaying a list that allows you to select a timeframe ranging from minutes to a calendar (or financial) year. See Appendix H – Date Filter Value Options.

7

Submit button

Click to save your selections.

8

Close & Apply icon

Click on the image332.png icon to and apply the filter to the report and close the Configure Filters screen.

Configuring a Dimension Filter

A dimension field is a text-based field whose value you can define, or you can allow the report user to define the value.

image340.png

1

Data tab

Ensure the tab is selected to display the Data input view.

2

Advanced Settings link

Click to display the Configure Filters screen.

If there is more than one filter, the screen will display all the current filters.

image341.png

3

Filter record

Locate the filter you want to configure.

4

Operand list

Make a selection in the corresponding list, depending on how you want to configure the filter. In the example shown, In List is selected, which allows you to assign a value to the filter using any of the existing options, or you can allow the user to assign the value using an option in the list.

For information on operands, see Appendix F – Filter Operators.

5

Define Value link

Click to display a Select Filter Value window.

6

Select Filter Value window

  • If you want the report user to select the filter value from a list of available options, leave the default option (User Prompt) selected if you want, and click the Submit button to save your selection. To see the available options, see Steps 7-8.
  • If you want to define the values for the report filter, review the available options and select those you want included in the list (Steps 7-8). You can also add additional values to the list (Steps 9-12).

7

Filter icon

If you want to view the available options in the list, click on theimage342.png icon to display the Search Filter Values window.

8

Search Values window

  • Select the check boxes for all the values you want to appear as options in the list.
  • If you want to search for other options, enter the value in the blank field and click the image343.png icon.
  • Click the Submit button to save your changes.

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9

See List below link

If you are defining the values for a filter and want to add additional options to the list, click the link to display the Select Filter Value window.

10

Filter Value field

Enter a value in the blank field to define the value you want to be included in the list.

11

Remove icon

Click the image345.png icon to remove a value from the list.

12

Submit button

Click to save your additions.

13

Close & Apply icon

Click on the image332.png icon to and apply the filter to the report and close the Configure Filters screen.

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