Filtering Documents and Reports Using New Interactive Report Filters

Objective

After completing this lesson, you will be able to add and configure new interactive report filters to refine data views directly in a Web Intelligence document.

New Interactive Report Filters

Watch the video to explore new interactive report filters.

Insert a New Interactive Report Filter

To insert a new interactive report filter, use the Quick Access, Build, and Main panels.

The Filters panel lists filter types on the left, while the right panel assigns the Year object to a data block in the report.

New Interactive Report Filter Parameters

In the Build panelReport Element Format tabSpecific sub-tab, you can set in the Filter Properties section some parameters based on the filter type.

Filter properties panel (block 2) for a single-value drop-down filter with options for operator, title, filter target, and font. Filter properties panel (block 3) for a multi-selection button filter with options for multi-selection, All button, orientation, alignment, number of buttons, and variable width

The available parameters change depending on the selected filter type:

  • Operator (Calendar, Double Slider, Entry Field, Mono Combo, Multi Combo): Defines the operator that filters the targeted blocks.
  • Minimum value, Maximum value, Increment (Slider, Double Slider, Spinner): Defines the filter range and its increment when the values are changed.
  • Default value (Slider, Spinner): Defines the filter default value.
  • Show search (Mono List, Multi List): To display a Search field to search the values.
  • Show footer (Multi List): To display an button to confirm the selected values.
  • Show week numbers (Calendar): To display week numbers before the week rows.
  • Show input field (Calendar): To display an entry field where the user can manually enter the date.
  • Start date label, End date label (Date Range): Defines the labels used to identify the two dates.
  • Display All button (Toggle Buttons): To display a button to select all values.
  • Number of buttons (Toggle Buttons): Defines the maximum number of buttons to display.

Other sections contain parameters that are supported by all filters.

Two filter configuration panels appear: the left panel targets Block 1 with State as the title, and the right panel targets Blocks 1 and 2 with Year as the title.
  • Title: To display a label on top of the filter. By default, it is the name of the object used as a filter, but you can modify it in the Text text field. You can select this title justification through the Alignment buttons.
  • Filter Target: To select the report elements, including other filter reports elements, in the report to filter. By default, they are all selected.
  • Font: To define the fonts of all strings displayed by the filter.

When you select values in the new interactive report filter, the report updates to display only the selected targets.

To clear your selections, select the Reset button in the filter’s floating toolbar.

Note

The selected filter values are saved in the document.

For more information about this topic, please read SAP BusinessObjects Web Intelligence User's Guide

Show/Hide Element

You can use the Show/Hide element to hide or show other elements in your report by adding a group of buttons.

Pie chart breaks down sales revenue by year, with 2023 at 22.25%, 2024 at 36.37%, and 2025 at 41.39%.

Insert a Show/Hide Element

To insert a Show/Hide element, use the Quick Access panel.

A blue information box states, You must add groups in the specific settings panel, next to the Show/Hide action under Report Elements.

Show/Hide Element Parameters

In the Build panelReport Element Format tabSpecific sub-tab, you can select the Add Group icon to add a new button.

In the Create Group dialog box:

  • Enter the text to display in the button.
  • Select the report elements to display when this button is clicked.

You can add as many buttons as you need. To change the order of the buttons, use the arrow buttons or move them by dragging.

Button group labeled By State and By Year is selected, with settings and style options highlighted in the configuration panel.

When you click a Show/Hide button in the report:

  • The report elements linked to that button appear.
  • The report elements linked to other buttons are hidden.
  • The report elements not linked to any button always appear.

Note

When exported to Excel, PDF, or HTML, these buttons are replaced by a warning picture. The report elements hidden by these buttons when the report is exported are not exported.

For more information about this topic, please read SAP BusinessObjects Web Intelligence User's Guide

Web Intelligence Document eXtract (WIDX)

You may need to share an interactive Web Intelligence document with someone who does not have access to BusinessObjects. You might also want to send a dashboard that works offline.

The WIDX format helps you do this. This section explains what WIDX is and how you can use it.

A WIDX file is an export format that combines your report and its data into one secure file.

The WIDX export format offers these advantages:

  • You do not need to install any application. You only need a Chrome or Edge browser.
  • You do not need access to a SAP BI server to open the file.
  • You can use the file without an internet connection.
  • You do not need an extra license to use these features.
  • You can interact with the file in the same way as with a Web Intelligence document (.WID).
A Web Intelligence document is exported as a Document eXtract, enabling public access and distribution to any external users.

Export to Web Intelligence Document eXtract (WIDX)

You can create a WIDX file in a several common places like the Web Intelligence export dialog box, the BI Launch Pad schedule feature, or the BI Launch Pad publishing feature.

Three arrows from a laptop icon point to Web Intelligence Export dialog, BI Launch Pad Schedule, and BI Launch Pad Publishing interface sections for report management.

Web Intelligence then bundles everything into a single ZIP file for easy download.

View a Web Intelligence Document eXtract (WIDX) file

To open it, unzip the file and double-click the shortcut inside.

An interactive application opens on your screen.

You can fully interact with this report:

  • Apply filters and explore the data.
  • Interact with charts and scroll through tables.
  • Follow hyperlinks to external websites.

You can use all features even when you are offline.

Interactive dashboard presents sales data by year, state, and product line with bar, treemap, pie charts, and weekly revenue comparisons for selected states and years.

WIDX has the following limitations in the initial release:

  • You can view only one report, and only its first page.
  • WIDX supports all new report elements, but does not support classic tables and charts.
  • WIDX does not support links to other reports within the same document.
  • WIDX does not support custom tooltips.
  • You cannot refresh data saved in WIDX.

Let's Summarize What You've Learned

  • Add interactive report filters, such as calendars, sliders, and combo lists, to create dynamic and user-friendly reports.
  • Use Show/Hide elements to display or hide report sections with customizable buttons for improved report navigation.
  • Export reports as WIDX files to share interactive documents that work offline and do not require additional software.
  • Understand WIDX limitations, including support for only one report page and no data refresh or classic table/chart support.

Filter Report Using New Interactive Report Filters

Business Example

Your manager asks you to create a dynamic sales dashboard to quickly analyze performance. They want to filter results by a specific state, toggle between different years to compare product line sales, and switch between viewing the overall revenue breakdown by geography or by time.