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Overview

General prefilters in information maps can be used to prescreen and subset relational data before any other filters are applied. General prefilters also cannot be removed from the information map by the report author. By design, a general prefilter cannot be a prompted filter. However, sometimes you might want to allow users to pick their own value to use for the required subsetting. For example, you might want to allow users to subset based on a date.

This sample explains how to assign a prompted filter as a general prefilter. Specifically, it explains how to create an information map based on the SASHELP.CLASS table, and then create a prompted filter for Name that will be assigned as a general prefilter.

This sample was written using SAS Information Map Studio with the third maintenance release for SAS^® 9.2 (TS2M3).

To follow along, you must register the SASHELP.CLASS table in metadata. For information about registering SAS libraries and tables, see Establishing Connectivity to a Library of SAS Data Sets.

Create the new filter

1. Open SAS Information Map Studio, and, from the Servers tab on the Resources pane, select the Class table. Move all of the data items to the Information Map Contents pane.
2. Select Insert ► New Filter, and fill in the New Filter dialog box as shown in Figure 1.



Figure 1. Initial settings for the Name filter.

3. Beneath Values, click New to add a prompt to the filter.
4. Complete the General tab as shown in Figure 2.



Figure 2. Remember the name of the prompt. You will use it later.

5. Complete the Prompt Type and Values tab as shown in Figure 3.

Note: If you create a dynamic prompt, then you must select the option to Specify a data source.



Figure 3. Prompts populated by a dynamic list cannot use the current information map to provide the values.

6. Click OK twice to close both open dialog boxes.

Edit the filter

Before the filter can be added as a general prefilter, it must be modified to temporarily remove the prompt.

1. In the Information Map Contents pane, double-click on the Name Filter to open the Edit Filter dialog box.
2. Under Values, change Prompt user for value(s) to Use an expression, and then click Create Expression.
3. In the Expression text box, type a simple quoted string such as 'Jane', and then click OK. A warning message appears. Click OK to close it.
4. In the Edit Filter dialog box, click Update to modify the expression shown in the Filter combinations box. Figure 4 shows what the filter looks like at this point.



Figure 4. The prompt has temporarily been replaced by a simple string expression.

5. Click OK.
6. Save the information map.

Assign the general prefilter

Select Edit ► Properties ► Information Map . Click the General Prefilters tab, and move the Name Filter to the Class table in the Selected filters box. Click OK.

Finish creating the filter

1. In the Information Map Contents pane, double-click on the Name Filter to open the Edit Filter dialog box.
2. In the Edit Filter dialog box, click Edit Expression.
3. In the Expression text box, type <<root.Name Prompt>> as shown in Figure 5, and then click OK. A warning message appears. Click OK to close it.



Figure 5. The expression now references the prompt that you created previously.

4. In the Edit Filter dialog box, click Update to modify the expression shown in the Filter combinations box.
5. Click OK.
6. Save the information map.

Test the information map

Select Tools ► Run a Test Query. Select all of the data items for the test, but do not select the Name Filter. Click Run Test. The prompt should display even though you did not select it. This means that the prompted filter has been successfully assigned as a general prefilter. You can now use the information map in applications such as SAS^® Web Report Studio.

Additional Documentation

For more information about SAS Information Map Studio, see the SAS Information Map Studio documentation page.

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These sample files and code examples are provided by SAS Institute Inc. "as is" without warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose. Recipients acknowledge and agree that SAS Institute shall not be liable for any damages whatsoever arising out of their use of this material. In addition, SAS Institute will provide no support for the materials contained herein.

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These sample files and code examples are provided by SAS Institute Inc. "as is" without warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose. Recipients acknowledge and agree that SAS Institute shall not be liable for any damages whatsoever arising out of their use of this material. In addition, SAS Institute will provide no support for the materials contained herein.

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