Using View Filters (L2 with OLAP)

When you have OLAP capability, report filters become available while in View mode. This allows you to instantaneously filter the data that is displayed without the necessity of editing and re-executing the report.

The View Filter allows you to specify one or more conditions that return a subset of the data in the original report. For example, if the original report has all locations in the Southwestern region shown, you could choose to show Phoenix locations only by adding a condition to the View Filter.

If the report is in View mode, you can display and change the View Filter. If the report is in Design mode, you can display but not change the View Filter.

To display the View Filter on a report:

From the Data menu drop-down list, select ADD VIEW FILTER CONDITION.

-- OR --

Click the VIEW FILTER button on the toolbar.

The View Filter can be accessed from either the Tools tab or the Data tab.

ADDING A CONDITION TO THE VIEW FILTER

NOTE: You can change the View Filter only if the report is in View Mode.

1. If the View Filter is not currently displayed, select ADD VIEW FILTER CONDITION from the Data menu or click the VIEW FILTER button. The View Filter is displayed.
   
   
2. From the FILTER ON drop-down list, select the object on which to filter. Depending on the type of object you are filtering, a new set of choices appears.
   
   
   • If you are filtering on an attribute, choose QUALITY to set a specific condition, or choose SELECT to choose attribute elements from a list.
     • If you select QUALIFY, select a comparison operator such as Greater than. Enter a value in the field on the right to finish defining the filter condition.
       • To compare the attribute to another attribute, click the ATTRIBUTE link. Then select another attribute to compare it to.
       • If you choose QUALIFY and are qualifying on a date-related attribute, you can either type the day in or select it from a calendar. Click the calendar icon next to the date field, then click on a date to select it.
     • If you choose SELECT, choose IN LIST or NOT IN LIST to include or exclude items that appear in the Selected list. Then locate the attributes from the Available list and add them to the Selected list.
       
       
   • If you're filtering on a metric: choose the comparison method and type a value or click the METRIC link to compare it to another available metric.
3. Click the APPLY icon (checkmark) to apply the new condition to the report. By default, the change is applied to the report as soon as you click the APPLY icon.
   
   

If you want to make multiple filter changes and apply them all to the report at once, clear the Auto-Apply changes option. You must still confirm each condition, but then click the APPLY button to have all of the changes apply to the report.

REMOVING COLUMNS FROM THE GRID

You can right-click on a column heading and select the REMOVE COLUMN FROM GRID option to remove a column from the grid. This action does not remove the column from the report; the data remains intact. It merely removes, or hides, the column from the view. This option is only available to users with OLAP functionality.

Avoid removing a column that is required to calculate a metric. In this case, dashes (---) will appear in the column containing the calculated data.