Working with Data Source Filters :: SAS® Visual Analytics 7.4: User's Guide

About Data Source Filters

A data source filter enables you to subset a data source for 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 for each data source.

Create a Data Source Filter from a Global Filter

To convert an existing global filter to a data source filter:

On the Filters tab, select the global filter that you want to convert.
Click the drop-down list, and select Convert to Data Source Filter. The global filter disappears from the Filters tab.

Note: If your exploration already contains a data source filter for the selected data source, then the global filter is appended to the filter expression using the AND operator.

You can convert all of your global filters together into a single data source filter by clicking the Options

drop-down list in the global filters area of the Filters tab, and then selecting Convert All to Data Source Filter. The expressions from the global filters are joined with AND operators.

To view the data source filter settings, select Data

Data 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:

In the Data pane, select the data source that you want to filter.
Click and then select New Data Source Filter.

Note: If the current exploration contains an existing data source filter, then select Edit Data Source Filter to add conditions to the existing data source filter.

The Edit Filter window appears.
Build the expression for your filter by dragging and dropping data items, global parameters, conditions, and operators onto the expression.

For information about the conditions and operators that are available, see Conditions for Filters and Operators for Data Expressions .

You can also build your expression as text by using the Text tab. See Editing a Data Expression in Text Mode.
Click OK to apply the filter.

Edit a Data Source Filter

To edit a data source filter:

In the Data pane, select the data source that you want to filter.
Click and then select Edit Data Source Filter.

The Edit Filter window appears.
Edit the expression for the filter. For more information, see Editing a Filter Expression.

Delete a Data Source Filter

To delete a data source filter:

In the Data pane, select the data source for which you want to remove the filter.
Click and then select Delete Data Source Filter.