Filtering Report Data

Objectives

After completing this lesson, you will be able to:

  • Filter report data.
  • Use input controls to filter data.

Report Data Filters

You can filter the report data to limit the displayed results.

For example, you can limit the displayed results to information for a specific customer or a sales period. The data you filter out remains in the document; it's simply not displayed in the report tables or charts. This means you can change or remove report filters in order to view the hidden values, without modifying the query behind the document.

You can apply different filters to different parts of a report. For example, you can limit the results in the entire report to a specific product line and then limit results in a table or chart further to focus on results for a specific region or customer profile.

To create a filter, you need to specify the following elements:

  • A filtered object
  • An operator
  • Filter values
  • The report element to be filtered (the whole report, sections, or blocks).

Query Filters and Report Filters

See the following video to learn more about the types of filters in a document.

The Nested Report Filter

A nested report filter contains more than one filter that uses AND and OR clauses.

Input Controls

Input controls provide a convenient, easily accessible way to filter and analyze report data.

You can define input controls using standard windows controls, such as lists or entry fields text boxes, and associate them with one or multiple elements, such as tables, sections, and charts, or with all the elements in a document. When you select values in the input control, you filter the values in the associated report elements by the values you have selected.

You can use input controls to analyze different scenarios by changing the value of variables. For example, you can assign a slider input control to a variable with a constant value. If the variable is part of a formula, you use the slider control to examine different formula results based on the variable value.

Types of Input Controls

You can choose from several input controls to filter data.

TypeDescription
Entry fieldFor any type of object, you can use the entry field input control on a report object where you want to be able to directly type a value name into a text box.
ListFor a dimension object, you can use a list widget that displays all available values.
CalendarFor a (dimension) date object, you can pick a value that appears with a manual entry text box or a calendar icon. If you click the calendar icon, you can then select a date from a pop-up calendar.
SpinnerFor a measure object, you can have an arrow-activated, spinning list of values.
Simple sliderFor a measure object, you can have a slider bar to navigate to a specific value. You must set interval bounds and a default value.
Tree listFor a dimension object, you can have a list of hierarchy values.
Double sliderFor a measure object, you can have a slider list based on a measure object from which you can select two values from an interval.

Input Control Properties

The available properties are determined by the control type.

PropertyDescription
NameThe name of the input control.
DescriptionThe description of the input control.
OperatorThe operator that the input control uses to filter the associated report elements.
Use restricted List of ValuesIf you define a custom list of values for the report object, this setting filters the data in the report element you assign to the input control based on this list of values. Even when no values are selected in the input control, any values not present in the restricted list are excluded from the report element filtered by the input control
Sort List of ValuesThis option allows you to sort a list of values dynamically and decide which values should be visible in priority in the list according to your business needs.
Allow selection of all valuesThis option allows you to show or hide the All Values option in an input control. For example, you may want to hide the All values option when the aggregation of the values makes no sense.
Allow selection of null valuesFor the Combo box, Radio buttons, List box, and Check boxes input controls, you can allow users to select null values.
Reset on refreshThis options allows you to reset the default value of the input control automatically when refreshing the document.
Default valuesThe default values that the input control uses to filter the associated report element.

Filter Bar Management

Input controls are displayed in the filter bar, which is designed for consumption work flows.

Use the Manage Filter Bar dialog to modify existing input controls.

To modify an Input Control: Manage filtersManage Filter Bar → select the Input Control → Right arrow.

The Filter Bar in Design Mode and Reading Mode

The filter bar allows you to display and manage any filters that impact your data set in the document in Design mode.

In the Reading mode, you can change filter values or use the Reset button to change the Input Controls back to the default values.

  • Input Controls
  • Group of Input Controls
  • Prompts
  • Filters
  • Drill Filters
  • Element Links

Data Dynamically Filtered with Groups of Input Controls

You can use a filter path to help you refine your data in a report.

A filter path is a visual representation of the order of two or more input controls that are part of the same group. This order determines the progressive refinement of available values in the input controls’ lists of values.

You create a filter path by grouping several input controls together in a report, and then select each one in the order that you would like your values to be filtered. The filter path allows you to control the progressive refinement of your data.

Filter Reports

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