Filtering

Data filtering enables the user to display in table only the data that satisfies specified conditions. Data filtering is available for all visualizers. Quick autofilter setup is available in regular reports.

Available filtering options:

Filtering table data. It is set on the side panel or ribbon tab on selected table/sidehead/heading.

Special dimension filtering. It is set on the side panel on the selected dimension.

Autofilter in regular report. It is enabled for the selected range on the ribbon, it is set in the autofilter menu in the range title.

Filtering Scope

NOTE. Separate filtering of rows and columns will be applied to all visualizers based on this table.

Setting Up Filtering

Select the table element, go to the Table group of tabs of the side panel and select the Filtering tab.

NOTE. If the Separate Rows and Columns radio button is selected on the Source > Data side panel tab, select table heading or sidehead to display the Filtering tab.

Select the Filtering Settings item in the drop-down menu of the Filtering button on the Designer ribbon tab (also on the Home tab or the Data tab in express report).

To set up a complex formula, use the Expression option. When this item is used, it is available to substitute "value" corresponding to the cell value. When the expression is used, standard arithmetical operations and connecting of the expression with brackets are available. In regular reports, it is available to use the function of attached units.

NOTE. If there are several dimensions by rows or columns, settings of the last included dimension are applied.

Filtering of dictionaries by linked attributes facilitates the process of preparing reports, makes it unnecessary to set up parametrization.

The example of setting up filtering by attribute links:

Filtering by attribute links requires that dimensions displayed in the table heading or sidehead contain linked attributes.

NOTE. Filtering by attribute links can be applied only to MDM dictionaries.

The example of structure of the dictionaries, for which attribute link is created:

The Customers dictionary:

The 1 key, the City Authorities name.
The 2 key, the Region Authorities name.

The Projects dictionary:

The 10 key, the Project for the City Administration name, the 1 customer key.
The 20 key, the Project for the Region Administration name, the 2 customer key.
The 30 key, the Project for the Region Administration name, the 1,2 customer key.

In this example the Customer Key attribute of the Projects dictionary is linked with the Key attribute of the Customers dictionary. The sidehead of the table built on these dictionaries, provided that the dictionaries are located by rows, will look as follows:

To execute filtering by attribute links, select the By Attribute Links checkbox.

In the drop-down menu of the Filtering button on the Home, Data or Designer tab (in express reports) or Designer tab (in regular reports or selected dashboard blocks).
On the Filtering side panel tab.

The Filtering by Attribute Links dialog box opens.

Set up attribute links in the dialog box that opens:

To add a new link, select attributes in the appropriate drop-down lists.

To skip links with attributes with empty values on building a table sidehead or heading, select the Ignore Link when Attribute Value is Empty radio button.

After filtering by the specified attribute links the table sidehead will look as follows:

To cancel filtering, click the button next to the link in the Filtering by Attribute Links dialog box.

Disabling Filtering

Special Dimension Filtering

Filtering via formula is set separately for a dimension allowing to exclude the elements that do not satisfy the formula only in the selected dimension.

Setting Up Autofilter in Regular Report

Quick filtering of table data in columns is executed using the

buttons in column headers. Only one autofilter is available on one sheet.

To show the autofilter button for all table columns, select any data cells. When a random range is selected, autofilter is applied only to this range.
Click the Filtering button on the Data ribbon tab or the Sorting and Filtering button on the Home ribbon tab.
Select the Filtering item in the drop-down menu of the button.

NOTE. The autofilter button is displayed in the web application if filtering is set up for the current report in the desktop application.

All elements selected in the list formed from all values of filtered rows will be displayed in the table.

NOTE. This filter will not be available if there are no numeric values in filtered rows.