Introduction
Filters allow you to limit the data you view in a report or query. In detailed reporting queries with a live data source, there are two types of filters you can set:
- Static Filter: Filters rows based on a value of a specified field: When it is added, it is permanently applied to a query.
- Runtime (user prompted) Filter: Filters rows based on the fields selected, allowing report consumers to choose the filtered value for fields
For example, supposing your report needs to reflect only the Sales department. You could go back to the query and apply a static filter on all rows from the Sales department. Alternatively, you can set up a runtime filter in the Department field, allowing report consumers to choose Sales or Marketing before running the report.
Reports with runtime (user prompted) filters, people scope, and/or date options, will prompt the user to make filter selections prior to displaying results. The user will see a popup on top of the report page with filter criteria before seeing report results.
Note: If the report does not have any runtime filters, people scope, or date options enabled, there will be no prompt for the report consumers.
Add a Static Filter
To add a static filter on the query building screen, navigate to Applied Filters on the left side of the screen and choose Manage Filters. You can then define the filter field, operator, and value.
With the value you can enter a value, select a dynamic variable, or select a report value from the database for that specific field.
Filter Search Values
When setting up a filter in Canvas, you may enter any part of the value and the Filter Designer will permit you to select the desired value from the list of results.
Filter Groups
It is possible to add multiple filters to a query. These filters can be grouped using the Filter Designer. When adding multiple filters, you can toggle between the AND / OR clause by clicking on the AND / OR statement. By doing this, you can create Filter groups:
