Filtering Report Data

Objective

After completing this lesson, you will be able to manage filters to control data visibility at the report, section, or block level in a Web Intelligence document.

Report Data Filters

You can use report filters and block filters in a document after the data is retrieved from the database. These filters let you show or hide specific data already in your document. You do not need to run the query again.

For example, you can limit the results in the entire report to a specific product line. Then, you can then narrow the results in a table or chart to focus on a specific region or customer profile.

A filter is applied to a data table, resulting in a smaller table and updated pie chart reflecting the filtered data.

Add a Filter

To create a filter, you use the Build and Main panels.

A filter limits the table to sales revenue data for years 2023 and 2024, grouped by quarter.

The Nested Report Filter

You can use nested report filters to set up more complex filter conditions than when you combine filters at the same level. When you nest filters, you choose the order in which the system checks each filter.

For example, you can use two report filters joined with OR (where either filter condition is true). Then, you can narrow this data by adding another filter. In this case, the two filters joined with OR are nested. The system then compares this group with the other filter using AND.

Filter management panel opens after selecting the filter icon and Manage filters, allowing filters for Year and State to be set for Block 1.

A Comparison Between Query Filter, Report Filter, and Block Filter

Watch the video to analyze the differences between query filter, report filter, and block filter.

Let's Summarize What You've Learned

  • Use report and block filters to show or hide specific data in your document without re-running the query.
  • Create nested report filters to set up complex filter conditions and control the order of filter application.
  • Understand the differences: query filters limit data from the source, report filters affect the whole report, and block filters affect specific tables or charts.

Define Query Filters and Report Filters in the Same Document

Business Example

Your manager asks you to analyze sales performance across different product lines and states. Specifically, you need to focus on Accessories and Dresses for a detailed revenue breakdown, while evaluating margin trends for Jackets and Sweaters over recent years.