Filtering and Ranking a Graph

Create a Category or Hierarchy Filter for a Graph

To create a category or hierarchy filter, complete these steps:
  1. Right-click on the graph, and then select Filter and Rank to open the Filter and Rank dialog box.
  2. Select the Category Filters tab.
  3. Select a category or hierarchy in the Categories list. This field displays the categories and hierarchies that are used in the graph along with any currently active filters. Data item names might wrap multiple lines.
    Note: The list does not include categories and hierarchies that are assigned to group breaks.
  4. Select the Type option.
  5. (Optional) If the selected data item is physically stored as character data and it is not using the default format, then you can select the Filter on formatted values option. In this case, formatted values are used in all parts of the current filter query.
    Note: If the selected data item uses the default format and this option is selected (which might be the true for reports that were created with a previous version of SAS Web Report Studio), then clear this option to improve query performance. However, if you cannot produce the desired results by using unformatted (actual) values, leave the option selected.
  6. Depending on your selected category and filter type, follow the actions that are described in Data Item Types, Filter Types, and Available Actions for Crosstabulation Tables.
  7. Click OK.

Create a Measure Filter for a Graph

Note: Multidimensional graphs allow filter and ranking on rows and columns when the section is synchronized.
To create a measure filter, complete these steps:
  1. Right-click on the graph, and then select Filter and Rank to open the Filter and Rank dialog box.
  2. Select the Measure Filter or Rank tab.
  3. Select the Filter option.
  4. In the Show values of drop-down list, select an option.
  5. Depending on your Show values of selection, specify the criteria for the filter, as shown in the following table:
    Note: The Show values drop-down list does not appear for relational graphs.
    Filter Criteria Options for Each Graph Type
    Graph Type
    Show Values Selection
    Criteria
    Bar chart or progressive bar chart
    The category or hierarchy that is assigned to the bars.
    Select the measure that is assigned to the bar height. Then, select an Operator and type a Value.1
    Bar-line chart
    The category or hierarchy that is assigned to the bars.
    Select the measure that is assigned to the bar height or the measure that is assigned to the line height. Then, select an Operator and type a Value.1
    Bubble plot
    The category or hierarchy that is assigned to the bubble groups.2
    Select the measure that is assigned to the vertical axis or the measure that is assigned to the horizontal axis. Then, select an Operator and type a Value.1
    Line graph
    The category or hierarchy that is assigned to the lines.
    Select the measure that is assigned to the line height. Then, select an Operator and type a Value.1
    Pie chart
    The category or hierarchy that is assigned to the segments.
    Select the measure that is assigned to the segment size. Then, select an Operator and type a Value.1
    Scatter plot
    The category or hierarchy that is assigned to the optional marker groups.2
    Select the measure that is assigned to the vertical axis or the measure that is assigned to the horizontal axis. Then, select an Operator and type a Value.1
    Tile chart
    The category or hierarchy that is assigned to the tile chart.
    Select the measure that is assigned to the size or color. Then, select an Operator and type a Value.1
    1Do not include a currency symbol in the Value field. In addition, enter values in the number format that is appropriate for the locale that is set for the browser.
    2If no category or hierarchy is assigned to the marker groups or the bubble groups, then you cannot create the filter.
  6. Click OK.

Create a Ranking for a Graph

Note: Multidimensional graphs allow rankings on rows and columns when the section is synchronized. Relational graphs do not allow rankings when the section is synchronized.
To create a ranking for a measure in a graph, complete these steps:
  1. Right-click on the graph, and then select Filter and Rank to open the Filter and Rank dialog box.
  2. Select the Measure Filter or Rank tab.
  3. Select the Rank option.
  4. In the Show field, select Top or Bottom, and then type a value next to the option that you chose.
  5. (Optional) Choose one of these options:
    • To evaluate the data as a percentage, select the percent(%) option, and then enter a value. The value cannot exceed 100.
      Note: This option is not available for relational data sources.
    • To exclude tied rankings, select the Exclude ties option. For example, by default, if you request the top five products and there are three products tied for fifth place, then seven products are returned. If you select the Exclude ties option, then only five products are returned.
  6. In the Show values of drop-down list, select an option.
  7. Depending on your Show values of selection, specify the criteria for the ranking, as shown in the following table:
    Note: The Show values drop-down list does not appear for relational graphs.
    Ranking Criteria Options for Each Graph Type
    Graph Type
    Show Values Selection
    Based on Values of Criteria
    Bar chart or progressive bar chart
    The category or hierarchy that is assigned to the bars.
    Select the measure that is assigned to the bar height.
    Bar-line chart
    The category or hierarchy that is assigned to the bars.
    Select the measure that is assigned to the bar height or the measure that is assigned to the line height.
    Bubble plot
    The category or hierarchy that is assigned to the optional bubble groups.1
    Select the measure that is assigned to the vertical axis or the measure that is assigned to the horizontal axis.
    Line graph
    The category or hierarchy that is assigned to the lines.
    Select the measure that is assigned to the line height.
    Pie chart
    The category or hierarchy that is assigned to the segments.
    Select the measure that is assigned to the segment size.
    Scatter plot
    The category or hierarchy that is assigned to the optional marker groups.1
    Select the measure that is assigned to the vertical axis or the measure that is assigned to the horizontal axis.
    Tile chart
    The category or hierarchy that is assigned to the tile chart.
    Select the measure that is assigned to the size or color.
    1If no category or hierarchy is assigned to the marker groups or the bubble groups, then you cannot create the ranking.
  8. Click OK.

Remove a Filter or Ranking from a Graph

To remove a filter or ranking from a graph, complete these steps:
  1. Right-click on the graph, and then select Filter and Rank to open the Filter and Rank dialog box.
  2. Remove category and hierarchy filters, measure filters, or rankings as follows:
    • On the Category Filters tab, for each data item that should not be filtered, select No filter as the Type.
    • On the Measure Filter or Rank tab, select No filter (show all values).
  3. Click OK.
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