Working with Advanced Report Filters

About Advanced Report Filters

For most report objects, you can create advanced filters to subset your data by using the Filters tab in the right pane of the designer.
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 Report Filter

To create an advanced report filter:
  1. If it is not already selected, select the report object in the 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 the Options button to select Advanced instead of a specific data item.
  4. Click Add Filter. The Edit Advanced Filter window is displayed.
    Edit Advanced Filter window
  5. Specify a Filter name. The filter name identifies the advanced filter on the Filters tab.
  6. Create a condition for the filter. You can use the Visual tab, Text tab, or a combination of both tabs.
    To create a condition using the Visual tab:
    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, see Conditions for Filters.
    3. Drag and drop the condition onto the expression.
    4. For any required parameters, select the parameter, and enter a value, or right-click on the parameter field, and select Replace with to select a data item.
  7. (Optional) Add operators to the expression. You can use the Visual tab, Text tab, or a combination of both tabs.
    To add operators using the Visual tab:
    1. From the Operators list, select an operator to join the conditions in your expression. For more information, see Conditions 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.
  8. Click OK to apply the filter.

Edit an Advanced Report Filter

To edit an advanced report filter:
  1. If it is not already selected, select the report object in the 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 the Options button beside the advanced filter name. Then, select Edit Filter. The Edit Advanced Filter window is displayed.
  4. Edit or add a condition for the filter. You can use the Visual tab, Text tab, or a combination of both tabs.
    To add conditions using the Visual tab:
    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 more information, see Conditions for Filters.
    3. Drag and drop the condition onto the expression.
    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.
  5. (Optional) To replace a condition, drag and drop a new condition onto the existing condition in the expression on the Visual tab. Or, remove a condition using the Text tab.
  6. (Optional) Add an operator to the expression. You can use the Visual tab, Text tab, or a combination of both tabs.
    To add an operator using the Visual tab:
    1. From the Operators list, select an operator to join the conditions in your expression. For more information, see Conditions 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.
  7. (Optional) Delete part of an expression by highlighting the part of the expression that you want to delete, and then selecting Delete or Clear.
  8. Click OK to apply the advanced filter.

Delete an Advanced Report Filter

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