Filtering Data

Objectives

After completing this lesson, you will be able to:

  • Filter dimensions
  • Filter measures
  • View filter information

Filter by Range

When working with large master data tables, filtering by a range of values avoids loading all master data values for the dialog. In the Filter By Member dialog, simply choose the Range Selection radio button.

You can use operators to define your range, and you can define multiple ranges of member selections.

Filter Dimensions

As an analyst, you want to restrict dimension data using the filter options in Analysis. You need to analyze an InfoProvider from your RWB BW system, instead of from the CIA BW/4HANA system.

Task 1:

All Dimensions Independently

Depending on where you open the Filter by Measure dialog box, you choose to apply the filter definition to all dimensions independently or to the most detailed dimension in your analysis.

The option All Dimensions Independently provides the most flexibility when analyzing the data in your crosstab because the filter by measure rule applies no matter what dimension or combination of dimensions is in the crosstab.

To illustrate the differences, consider this example. You have a crosstab with the dimensions Division and Sold to party in the rows. Sold to party is to the right of Division. You also have two measures in the columns and have added a filter by measure rule to display only the Top 3 dimensions based on Sales Volume EUR and you apply the filter to All Dimensions Independently.

As a result, the crosstab displays only the top 3 Divisions with their top 3 Sold to Party. If you add another dimension, such as Material to the rows of the crosstab to the right of Sold to party, you will see only 3 materials for each Sold to party.

Most Detailed Dimension in the Rows/Columns

Choosing Most Detailed Dimension in Rows or Most Detailed Dimension in Columns applies the filter by measure rule only to the dimension closest to the measures in the crosstab. In our previous example, Sold to party is the most detailed dimension in the rows because the measure values are aggregated to that level of detail.

Notice that now there are more than three Divisions in the crosstab but only three Sold to party members for each division. This result is because the measures are aggregated to the Sold to party detail, the Most Detailed Dimension in Rows.

Totals

By default the applied filter by measure rules do NOT affect totals or subtotals in your analysis. In other words, even though some measure values do not appear in the crosstab because they have been filtered out, the Overall Result totals and any Result subtotals still include those non-visible values.

Notice the in the following figure that the Sales Volume EUR values for Division 01 total only to 33,692,740.78; however the crosstab displays 75,053,681.94. While accurate because it includes the values for Sold to parties not visible in the crosstab, some analysts may find the 75,053,681.94Result value misleading and confusing.

To display the totals and subtotals so that they reflect only what is visible in the crosstab, change the totals calculation to Sum. Select the column header containing the measure name and choose TotalsCalculate Totals AsSum.

Filter Measures

As an analyst, you want to use the filter by measure options in Analysis. You need to analyze an InfoProvider from your RWB BW system.

Task 1:

Design Panel Information Tab

On the Information tab, you can see detailed information about a data source or the complete workbook. You can also find information on filters (including background filters) and variables on this tab. The general information is displayed as text elements. In the Information for drop-down, you can select the complete workbook or one of the inserted data sources. The information fields are displayed for the selected object. You can drag and drop these fields into a blank cell and display the information directly on the worksheet.

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