Working with Basic Filters for Report Objects

About Basic Filters for Report Objects

For certain report objects, you can subset your data by using the Filters tab in the right pane of the designer. You can base your filters on any data item in the current data source for this report object, regardless of whether the data item is assigned to a report object in the current report.
Filters on a report object are applied in conjunction with any data item filters that have been applied. Data item filters do not impact the selections that you can make for filters on a report object. For example, if there is a data item filter on a Country item that has the selections for Canada, United States, and Germany, you might still have a report object filter with selections such as Canada and Mexico. If these filters are applied together, then the report object only displays content for Canada.

Create a Basic Filter for a Report Object

To create a basic filter for a report object:
  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 icon beside the Add Filter button, and select a data item from the list. Then, click Add Filter. The filter appears in the tab.
    For a basic filter that uses a check box list, a check box is displayed for each distinct value that uses the current format applied to the data item. Select the data value (or data values) that you want to filter or clear the selections for the data value (or data values) that you do not want to filter. Here is an example of a basic filter that uses a check box list:
    Basic Filter That Uses a Check Box List
    Basic Filter That Uses a Check Box List
    Click All to select all of the values. Click find icon to search for a data item (or data items).
    For filters that use a slider, the slider shows you the maximum value and the minimum value that exist for the data item using the current data item format. Use the slider to select a range of target values. Here is an example of a basic filter that users a slider:
    Basic Filter That Uses a Slider
    Basic Filter That Uses a Slider
    Note: By default, your filter changes are applied automatically to the active report object. To apply multiple changes together, clear the Auto check box, and then click Apply when you are ready to apply changes.
  4. Click down arrow icon (to the left of the delete icon) for options. The available options depend on whether you are filtering characters, dates, or numerics.
    The following filtering options are available:
    Option
    When Available
    Edit Filter
    This option is always available.
    Filter using continuous values
    This option is available only for measure data items.
    Filter using discrete values
    This option is available for measure and category data items.
    Select all
    This option is available when filtering discrete values using a check box list. It selects all of the current discrete values that are listed. This option does not affect the Include missing values setting.
    Clear all
    This option is available when filtering discrete values using a check box list. It clears the selections of all of the current discrete values that are listed. This option does not affect the Include missing values setting.
    Invert selection
    This option is available when filtering discrete values using a check box list. It changes all of the discrete value check boxes so that if they are selected, then they are cleared. If they are cleared, then they are selected. This option does not affect the Include missing values setting.
    Include missing values
    This option is available from the menu only for slider-based filters. It works the same as selecting the Include missing values check box.
    Exclude missing values
    This menu option is available for slider-based filters and works the same as clearing the Include missing values check box.
Tip
Use the arrow to the left of the filter name on the Filters tab to expand or to collapse the filter details when you are working with multiple filters.

Edit a Basic Filter for a Report Object

To edit a basic filter for a report object:
  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 icon beside the filter name. Then, select Edit Filter. The Edit Filter window is displayed.
    Edit Filter Window
    Edit Filter Window
  4. Build the expression for your filter by dragging and dropping conditions and operators onto the expression in the right pane.
    For information about the operators and conditions that are available, see Conditions and Operators for Filters.
    Note: The AND and OR operators can accept more than two conditions. To add a condition to the operator, drag and drop a new condition onto the operator name in the right pane. For example, to add a third condition to an AND operator, drag and drop the new condition onto AND in the expression.
    Tip
    Right-click the AND or OR operator in the expression, and then select Addthen selectNew Condition.
  5. Click OK to apply the filter.

Delete a Basic Filter for a Report Object

To delete a basic filter, click remove filter icon beside the filter on the Filters tab.