Working with Advanced Filters for Report Objects

About Advanced Filters for Report Objects

For most report objects, you can create advanced filters to subset your data by using the Filters tab in the right pane.
Advanced filters enable you to create filters that use more than one data item.
Note: Advanced filters that are created in the explorer might contain expressions that you cannot create in the designer.
Note: Advanced global filters that are created in the explorer are supported by the designer, but you cannot create advanced global filters in the designer.

Create an Advanced Filter for a Report Object

To create an advanced filter:
  1. If it is not already selected, select the report object in the report canvas that you want to filter. The report object must have at least one data item assigned.
  2. In the right pane, click the Filters tab.
  3. Click down arrow to select Advanced instead of a specific data item.
    Advanced Selection on the Filters Tab
    Advanced Selection on the Filters Tab
  4. Click Add Filter. The Edit Advanced Filter window is displayed.
    Edit Advanced Filter Window
    Edit Advanced Filter window
  5. 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 Column Templates list, select a condition.
      For information about the conditions that are available, see Conditions and Operators for Filters.
    3. Drag and drop the condition onto the expression.
    4. For any required parameters, enter a value or right-click on the parameter field, and select Replace with to select a data item for the parameter.
  6. (Optional) Add an operator to the expression:
    1. From the Operators list, select an operator to join the conditions in your expression.
      For information about the operators that are available, see Conditions and Operators for Filters.
    2. Drag and drop the operator onto the expression.
    3. From the Column Templates list, select another condition. Then, drag and drop the additional condition onto the expression. Complete any required parameters.
      Tip
      Right-click the AND or OR operator in the expression, and then select Addthen selectNew Condition.
  7. Click OK to apply the advanced filter.

Edit an Advanced Filter for a Report Object

To edit an advanced filter:
  1. In the right pane, click the Filters tab.
  2. Click down arrow beside the advanced filter name. Then, select Edit Filter. The Edit Advanced Filter window is displayed.
    Edit Advanced Filter Window
    Edit Advanced Filter window
  3. Edit or add a new condition for the filter:
    1. From the Data Items list, select the data item on which the condition is based.
    2. From the Column Templates list, select a condition.
      For information about the conditions that are available, see Conditions and Operators for Filters.
    3. Drag and drop the condition onto the expression.
    4. For any required parameters, enter a value or right-click on the parameter field, and select Replace with to select a data item for the parameter.
  4. (Optional) Replace a condition by dragging and dropping a new column template onto the existing condition in the expression.
  5. (Optional) Add an operator to the expression:
    1. From the Operators list, select an operator to join the conditions in your expression.
      For information about the operators that are available, see Conditions and Operators for Filters.
    2. Drag and drop the operator onto the expression.
    3. (Optional) Add a condition.
      Tip
      Right-click the AND or OR operator in the expression, and then select Addthen selectNew Condition.
  6. (Optional) Delete part of an expression by highlighting the part of the expression that you want to delete, and then selecting Delete or Clear.
  7. Click OK to apply the advanced filter.

Delete an Advanced Filter for a Report Object

To delete an advanced filter, click remove filter icon on the filter on the Filters tab.