Creating Filters

Objective

After completing this lesson, you will be able to create filters in SAP SuccessFactors Canvas Reports.

Query Filtering Overview

To add a static filter, choose Manage Query Filter from the menu bar.

Fields

Filter Field: Contains a list of the objects that are included in the query, and the columns in those objects – open these to select the column to which the filter will be applied.

Operator: Select an inclusive, exclusive, or a "like" filter.

Value: This field allows for the following:

Custom Filter: Enter a single value to be filtered.
Report Values: Set a list of values to be filtered.
Field Comparison: Choose another column in the query to which it is to be compared.

Example - Query Filter Setup

For example, choose a column to filter Employment Status, choose Operator, and then select the value/values that will be filtered in or out of the query:

Sample query filter, as described in the preceding text.

Note

The label matching an identifier will be displayed as a tool tip to help distinguish the correct identifier. This may be especially useful when the identifier is numeric or abbreviated (for example, the label for the Human Resources department may show in the tool tip when you are mousing over the department ID of 174).

Employee IDs

If you have a list of Employee IDs separated by commas, you may paste them in as filter values so long as the filter limit of 2000 is not exceeded. This is possible in either Manage Filters or Runtime Filters.

Filter Management

You can add, edit, or delete a filter from the Filter Designer window. Toggle filter conditions by clicking on the AND/OR links between filters:

Runtime Filters

You can select the columns that can be filtered on by report consumers when the report is run. Choose Manage Runtime Filters from the menu bar to open and set runtime filters:

Filter values are not set here, these are the columns that will be available to the report consumer for the consumer to filter.

Summary

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