Working with Data Source Filters

About Data Source Filters

A data source filter enables you to subset the data in 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.

Create a Data Source Filter from a Global Filter

To convert an existing global filter to a data source filter:
  1. On the Filters tab, select the global filter that you want to convert.
  2. Click the Options 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, 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 Datathen selectData 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:
  1. Select Datathen selectData Source Details from the main menu.
  2. Click New to create a data source filter.
    Note: If the current exploration contains an existing data source filter, then click Edit to add conditions to the existing data source filter.
    The Edit Filter window appears.
  3. Build the expression for your filter by dragging and dropping data items, 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.
  4. Click OK to apply the filter.

Edit a Data Source Filter

To edit the data source filter for the current exploration:
  1. Select Datathen selectData Source Details from the main menu, and then click Edit. The Edit Filter window appears.
  2. 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, select Datathen selectData Source Details, and then click Delete.