Using Post-Aggregate Report Filters :: SAS® Visual Analytics 7.4: User's Guide

About Post-Aggregate Report Filters

Post-aggregate filters subset the data for individual report objects in your reports by using the aggregated values, not the summarized values. You can use the Filters tab in the right pane of the designer to filter data in a report object using an aggregated value instead of a detail value. Post-aggregate filters are available only for measure data items.

When a report object has both ranks and post-aggregate filters applied, the ranks are applied before the post-aggregate filters.

Here are some key points about post-aggregate filters:

Post-aggregate filters are not available for report objects that use detail data.
Crosstabs, time series plots, and dual axis time series plots do not support post-aggregate filters.

Create a Post-Aggregate Report Filter

To create a post-aggregate filter:

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.

Tip
Clear the Auto-update check box above the report canvas until you are ready to apply your filter changes.
In the right pane, click the Filters tab.
Click beside the Add Filter button, and select a measure data item from the list. Then, click Add Filter. The filter appears on the Filters tab.
Select the data values for the post-aggregate filter. If the data item allows aggregate values, the Filter aggregated values check box is displayed. A slider shows you the maximum and minimum data values that exist for the data item using the current data item format. Use the slider to select a range of target values.

Note: The post-aggregate filter tracks the aggregation associated with the data item. If you change the Aggregation using the data item table on the Data tab, then the filter name on the Filter tab reflects that change. For example, if you create a post-aggregate filter for a data item called Sales, it is initially displayed on the Filters tab as Sales(Sum). In the data item table, you change the aggregation to Average. On the Filters tab, the filter name is displayed as Sales(Average). The post-aggregate filter attempts to keep the same range of data values that you originally selected for the aggregation.

Tip
Use the arrow to the left of the filter name on the Filters tab to expand or collapse the filter details when you are working with multiple filters.
(Optional) Click beside the filter name to change the operator. Select Condition Type, and then select an operator.
(Optional) Change the lower and upper values for the post-aggregate filter by clicking the value, and then entering a new value.
(Optional) If your data contains missing values, and you want to exclude those missing values from your report, then clear the Include missing values check box.
(Optional) If you cleared the Auto-update check box above the report canvas while you worked on your filter, then select it when you are ready to apply your filter changes.

Edit a Post-Aggregate Report Filter

To edit a post-aggregate filter:

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.
In the right pane, click the Filters tab.
Click beside the filter name. Then, select Edit Filter. The Edit Filter window is displayed.
Edit the expression for your post-aggregate filter.
- You can drag and drop conditions and operators onto the expression on the Visual tab in the right pane.
- You can enter the expression on the Text tab in the right pane.
- You can create an expression using both the Visual and Text tabs in the right pane.
For information, see Conditions for Filters.

Note: The AND and OR Boolean operators can accept more than two conditions. To add a condition to the operator, drag and drop a condition onto the operator name in the right pane. For example, to add a third condition to an AND operator, drag and drop the condition onto AND in the expression.

Tip
Right-click the AND or OR operator in the expression, and then select AddNew Condition.
Click OK to apply the post-aggregate filter.

Delete a Post-Aggregate Report Filter

To delete a post-aggregate filter, click the remove filter button

beside the post-aggregate filter on the Filters tab.