Creating Prompted Section Filters

Create a Prompted Filter for an Alphanumeric Category

To create a prompted filter for an alphanumeric category in a relational data source, complete these steps:

To access the Create Custom Filter dialog box, perform one of these tasks:
- At the top of the Section Data pane, click OptionsSection Filters to open the Section Filters dialog box.
- Select DataSection Filters.
- In the Report Wizard (Step 2), click Section filters to open the Section Filters dialog box.
- In the Section Data pane in Edit mode, select OptionsSection Filters.
Section Filters Dialog Box with Predefined Filters
Click New to open the Create Custom Filter dialog box.

Create Custom Filter Dialog Box
In the Filter name field, accept the default name or provide a different name. For example, if you are creating a prompted filter that will enable users to select a country, type a name such as Prompted Country Selection. The filter name appears in the Apply custom filters box in the Section Filters dialog box.
From the Data item drop-down list, select the alphanumeric data item that you want to filter. Recall that alphanumeric categories can be made up of all letters, all numbers, or a combination of the two. They can be physically stored as character or numeric data.
(Optional) If the selected data item enables you to filter on formatted values, then you can select the Filter on formatted values option. Regardless of your selection, the query results show formatted values.(footnote1)
Select the Prompt user to enter values option.
From the Operator drop-down list, specify how the prompt values should be used to filter the values from the data source. For example, you might specify that you want users to see query results that are equal to the entered prompt values.

Different operators might be available based on whether you choose to filter against character values or non-character values. Formatted values are always recognized as character values. However, unformatted values can be character, numeric, dates, or some other type.
Specify a Prompt type. The choices for prompt type are Dynamically generate values, Create a list of values, and Request user to type values.
For all operator types, in the Prompt text field, type instructions for using the prompt. For example, you might type Select one or more countries to include in the report. There is no limit to the number of characters that you can type. The prompt text appears in the prompt window.
For all operator types, in the Prompt name field, accept the default name or type a new name for the prompt. The prompt name appears in the prompt window and in the Report Linking dialog box.

Your next steps depend on the operator that you selected.

If you selected Contains, Does not contain, Matches pattern, or Does not match pattern, then complete these steps:

Type a value in the Default value field.
(Optional) Select the Ignore case check box.

If you selected Equal to or Not equal to, Between values or Not between values, then your next steps depend on the type of prompt that you selected. The steps are explained in Operators and Prompt Types.

Note: The data source administrator determines whether the Dynamically generate values option is available.

Operators and Prompt Types

Operator	Prompt Type
Operator	Request user to type values	Create a list of values	Dynamically generate values
Equal to or Not equal to	Type a default value. Specify whether users can select multiple values.	If the data item supports displaying values, click Get Values to load values into the Available values box. Use the arrow buttons to move values from the Available values box into the Selected values box. You can also create your own list of values or add to a dynamically generated list. Type each value into the Type a value to add field and then click the arrow button next to the field to add the value into the Selected values box. The default value is the first value in the Selected values list. Specify whether users can select multiple values.	Type a default value. Specify whether users can select multiple values.
Between values or Not between values	Select or type defaults for the minimum and maximum values. If the data item supports displaying values, click Get Values to load values into the drop-down lists.	If the data item supports displaying values, click Get Values to load values into the Available values box. Use the arrow buttons to move values from the Available values box into the Selected values box. You can also create your own list of values or add to a dynamically generated list. Type each value into the Type a value to add field and then click the arrow button next to the field to add the value into the Selected values box. The default value is the first value in the Selected values list.	Type defaults for the minimum and maximum values.

If you selected Create a list of values, then complete these steps:

Either select values from the Available values list and move them to the Selected values list or enter a value in the Type a value to add field and move it to the Selected values list.
(Optional) Select the Allow user to specify multiple values check box.

You can also select Browse or Search to find available values. For more information, see Browsing or Searching for Filter Values.
Click OK.
If you accessed the Create Custom Filter dialog box from the Section Filter dialog box, then you can see that the filter you just created is now displayed and selected in the Apply custom filters box on the Section Filter dialog box. When the filter name is selected, the filter expression is shown in the Expression box.

Tip
Custom filters can be saved for future use. To turn off the filter, clear the check box next to the filter name. For more information, see Apply Existing Section Filters.

To save the new filter and exit the Section Filters dialog box, click OK.

Note: If you click Cancel, your new filter is discarded.
(Optional) New filters are automatically added to the existing filter combination expression. By default, new filters are joined using the AND operator, which means that the query results must match all selected filters. For more information, see Combine Filters.

Section Filters Dialog Box Showing a New, Prompted, Selected Custom Filter for an Alphanumeric Category and Its Expression

Create a Prompted Filter for a Date Category

To create a prompted filter for a date, time, or timestamp in a relational data source, complete these steps:

At the top of the Section Data pane, click OptionsSection Filters or select DataSection Filters. This opens the Section Filters dialog box. Click New to open the Create Custom Filter dialog box.
In the Filter name field, accept the default name or provide a different name. For example, if you are creating a prompted filter that will enable users to select a date range, type a name such as Prompted Beginning and Ending Date. The filter name appears in the Apply custom filters box in the Section Filters dialog box.
From the Data item drop-down list, select the date data item that you want to filter.
From the Operator drop-down list, specify how the prompt values should be used to filter the values from the data source. For example, you might specify that you want users to see query results that are between the entered prompt values.
Select the Prompt user to enter values check box.
In the Prompt text field, type instructions for using the prompt. For example, you might type Display data for employees who were hired after your selected date. There is no limit to the number of characters that you can type. The prompt text appears in the prompt window.
In the Prompt name field, accept the default name or type a new name for the prompt. The prompt name appears in the prompt window and in the Report Linking dialog box.

Depending on which operator you selected, enter the required information.

Operator	Required Information
Equal to, Not equal to, After, After or equal to, Before, and Before or equal to	In the Date field, type a date or click to use the date picker. Note that the list of valid formats depends on your locale and language.
Between values and Not between values	In the Date fields, type a minimum date and a maximum date or click next to each field to use the date picker. Note that the list of valid formats depends on your locale and language.

Click OK.
When you access the Create Custom Filter dialog box from the Section Filter dialog box, then the filter that you just created is automatically selected in the Apply custom filters box. When the filter name is selected, the filter expression is shown in the Expression box.

Tip
Custom filters can be saved for future use. To turn off the filter, clear the check box next to the filter name. For more information, see Apply Existing Section Filters.

To save the new filter and exit the Section Filters dialog box, click OK.

Note: If you click Cancel, your new filter is discarded.
(Optional) New filters are automatically added to the existing filter combination expression. By default, new filters are joined using the AND operator, which means that the query results must match all selected filters. For more information, see Combine Filters.

Section Filters Dialog Box Showing a New, Prompted, Selected Custom Date Filter and Its Expression

FOOTNOTE 1: Filtering on formatted values can sometimes adversely affect query performance. If you have questions about whether you should select this option, contact your data source administrator .[return]