Working with Data Source Filters

About Data Source Filters

A data source filter enables you to subset the data in an entire exploration. A data source filter differs from a global advanced filter in the following ways:
  • A data source filter updates the cardinality values that appear in the Data pane.
  • A data source filter updates the total number of rows that is used in the filtered rows percentage at the bottom of the right pane.
  • A data source filter is not shown on the Filters tab.
  • An exploration can contain only one data source filter.
You can perform the following tasks to manage data source filters:

Create a Data Source Filter from a Global Filter

To convert an existing global filter to a data source filter:
  1. On the Filters tab, select the global filter that you want to convert.
  2. Open the Options drop-down list, and select Convert to Data Source Filter. The global filter disappears from the Filters tab.
You can convert all of your global filters together into a single data source filter by opening the Options drop-down list in the Global Filters area or in the Local Filters area of the Filters tab, and then selecting Convert All to Data Source Filter.
To view the data source filter settings, select Datathen selectData Source Details from the main menu. The data source filter settings are displayed in the Data source filter field.

Create a New Data Source Filter

To create a data source filter:
  1. Select Datathen selectData Source Details from the main menu.
  2. Click New to create a data source filter.
    Note: If the current exploration contains an existing data source filter, then click Edit to add conditions to the existing data source filter.
    The Edit Filter window appears:
    The Edit Filter Window (Data Source)
    The Edit Filter window
  3. Create a condition for the filter:
    1. From the Data items list, select the data item on which the condition is based.
    2. From the Conditions list, select a condition. For a list of the conditions that are available, see Conditions and Operators for Filters.
    3. Drag and drop the condition onto the expression in the right pane.
    4. For any required parameters, select the parameter, and enter a value, or right-click the parameter field, and select Replace with to select a data item.
  4. (Optional) Add additional operators to the expression.
    1. From the Operators list, select an operator to join the conditions in your expression. For a list of the operators that are available, see Conditions and Operators for Filters.
    2. Drag and drop the operator onto the expression in the right pane.
    3. Add a new condition as described in step 2 above.
    Note: The AND and OR operators can accept more than two conditions. To add a condition to the operator, drag and drop a condition onto the operator name in the right pane, or right-click the operator name, select Add, and then select New Condition.
  5. When you are finished creating your filter, click OK to apply the filter.

Edit a Data Source Filter

About Editing Data Source Filters

You can perform the following tasks to edit a data source filter:

Edit a Data Source Filter By Using the Edit Filter Window

To open the Edit Filter window, select Datathen selectData Source Details from the main menu, and then click Edit.
The Edit Filter window appears:
The Edit Filter Window (Data Source)
The Edit Filter window

Edit a Parameter Value

To edit a parameter value, select the parameter, and enter a new value, or right-click the parameter field, and select Replace with to select a data item.

Add a Condition

Note: If your filter expression contains an existing condition, then you must first Add an Operator to the expression.
To add a new condition:
  1. From the Data items list, select the data item on which the condition is based.
  2. From the Conditions list, select a condition. For a list of the conditions that are available, see Conditions and Operators for Filters.
  3. Drag and drop the condition onto the expression in the right pane.
  4. For any required parameters, select the parameter, and enter a value, or right-click the parameter field, and select Replace with to select a data item.

Add an Operator

To add an operator to the expression:
  1. From the Operators list, select an operator to join the conditions in your expression. For a list of the operators that are available, see Conditions and Operators for Filters.
  2. Drag and drop the operator onto the expression in the right pane.
  3. Add a New Condition.
Note: The AND and OR operators can accept more than two conditions. To add a condition to the operator, drag and drop a condition onto the operator name in the right pane, or right-click the operator name, select Add, and then select New Condition.

Replace a Condition

To replace a condition, drag and drop a new condition onto the existing condition in the right pane.

Remove Part of an Expression

To remove a part of an expression, highlight the part of the expression that you want to remove, and then select Delete or Clear.

Subset an Expression

To subset an expression and delete the remainder:
  1. Highlight the part of the expression that you want to keep.
  2. Right-click, and select Keep Operand. The parts of the expression that were not selected are removed.

Delete a Data Source Filter

To remove a data source filter, select Datathen selectData Source Details, and then click Delete.
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