Working with Data Source Filters in a Report

About Data Source Filters

Data source filters are used to restrict the data that is displayed in a report. The data source filters that you create in the designer are applied to every report object in the report that uses the data source. A report that has multiple data sources can contain multiple data source filters.
You can use either continuous values or discrete values to create a data source filter. Continuous value filters can be used only for measures. Discrete value filters can be used for any character; numeric; or date, datetime, or data item; as long as the total number of distinct values does not exceed a maximum number.
Data source filters are not displayed on the Filters or the Data tabs. A data source filter updates the cardinality values that appear on the Data tab.
There is a limit of one data source filter per data source.

Create a Data Source Filter

  1. On the Data tab, click the options button, and then select New Data Source Filter. The New Data Source Filter window is displayed.
  2. 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.
  3. (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.
  4. (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.
  5. (Optional) Delete part of an expression by highlighting the part of the expression that you want to delete, and then selecting Delete or Clear.
  6. Click OK to apply the filter.

Edit a Data Source Filter

  1. If a data source is not already added, add a data source.
  2. On the Data tab, click the options button, and then select Edit Data Source Filter. The Edit Data Source Filter window is displayed.
  3. Add or modify the condition for the filter. You can use the Visual tab, Text tab, or a combination of both tabs.
    To edit 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.
  4. Edit the operator in the expression. You can use the Visual tab, Text tab, or a combination of both tabs.
  5. Click OK to apply the filter.

Delete a Data Source Filter

To delete a data source filter:
  1. On the Data tab, click the options button, and then select Delete Filter.
  2. Click Delete in the confirmation message that is displayed.
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