Data filtering is used to additionally filter data consumer dimensions by existing data in sources.
Data filtering is set up on the Data Filtering page in the calculation block editing wizard:
To set up data filtering:
Add data sources:
To add a data source contained in the block, call a drop-down menu of the Add button. Select one or multiple sources in the displayed menu. The menu contains all block data sources divided into the Consumer and Sources groups containing objects that are used as data consumer and sources of calculation block correspondingly.
To add a data source from repository, click the Add button. The object selection dialog box opens, in which specify the data source.
Select the data source dimension, for which filtering will be set up.
Set up dimension filtering. To do this:
Click the Set Filter button.
Double-click the dimension with the main mouse button.
The Set Up Filtering dialog box opens, in which determine dimension filtering settings.
As a result, data filtering is set up.
To remove a data source and filtering settings related with it, select the data source and click the Remove button.
To select dimension elements, by which a block should be calculated, use the Set Up Filtering dialog box:
Setup order:
Select elements, by which a block should be calculated. Select one of the radio buttons:
All Elements. A block is calculated by all dimension elements.
Selected Elements. A block is calculated by dimension elements selected in this list.
From Parameter. A block is calculated by elements specified by a parameter. The option is available if a block contains parameters.
If it is required that a block is calculated by all the elements except for the selected ones, select the Exclude Selected Elements checkbox.
To set the conditions, with which element attributes must satisfy on block calculation, use the Advanced Filter group of parameters. Working with this group of parameters is similar to working with the Advanced Filter dialog box.
As a result, a block will be calculated only by elements corresponding to the filter.
See also: