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Introduction to Filters

Filters are what you'll use in reports to slice your data and ensure that you see the right subset of results. Open up the Report Editor for your report. Below the top bar of buttons, you'll see an empty area with a "Create Filter" button on the far left side. You can create filters by clicking on that Create Filter button and choosing the field you want to filter by.

Depending on the type of field you select, you'll get a different set of contextual filter options.

If you choose a Grouping, you'll get the default options of:

  • Single Value - filter restricts the value to a single choice
  • Multi Value - filter allows you to restrict the value to one or more choices
  • Pattern Match - a pattern such as "everything starting with A" or "everything containing "123"

If you choose a Measure, you'll get a single type of filter which allows you to restrict to anything within a certain numeric range.

If you choose a Date, you'll get the default options of:

  • Rolling - a rolling time window such as "Last Week", "This Month", "Last Full Quarter", or "Prior Full Year"
  • Range - a range on month, month - year, quarter, or year such as 'January to March', 'June 2014 to August 2014', or 'Q1 2013 to Q3 2013'.
  • Absolute - an absolute time window such as Jan 1, 2014 to Feb 15, 2014

and if you click on the "Show Me More Types of Filters" button, you'll see the additional options of:

  • First - the first value found for a certain date
  • Last - the last value found for a certain date
  • No Value - where the date has no value
  • Year - where the year of the date is a certain year
  • Month - where the month of the date is a certain month

As you create the filters, you'll see them appear to the right of that Create Filter button. For example, if you create a Multi Value filter, you'll see a button appear, defaulting to All. If you click on the All button, it'll pop up a window that you can use to configure the subset of values you want to see. If you create a Rolling filter, you'll see a dropdown appear with options for the various rolling date windows.

Deleting Filters
Once you've created a filter, you can delete it by clicking on the filter name and choosing "Remove Filter" from the dropdown.
Field Level Filters
By default, any filter you create is applied to the whole report. There will be cases where you only want to apply the filter to a particular field within the report--for example, in a sales report, you may want to see all sales reps, the number of deals they won, and the number of deals they lost. The solution is to apply a field level filter. Click on the field name in the report, choose Edit Field Properties from the drop down, and click over to the Filters tab. Create your filter within this window, as opposed to the report editor's main filter area, and the filter will only be applied to this particular field and not across the whole report.
Advanced Types of Filters

In addition to the standard filter types, you can build the following types of advanced filters by clicking on Create Filter and choosing Show Advanced Options:

  • Or Filter - a filter containing multiple additional filters, wherein the filter is considered to be true if any of the filters it contains evaluate to true.
  • Field Choice Filter - a filter which allows the end viewer to change a particular field of the report. For example, you might have an Interactive Chart where the end user can pick from a sub list of fields to choose the grouping and measure displayed in the report.
  • Multiple Field Choice Filter - a filter which allows the end viewer to choose one or many fields from a sub list of fields to be displayed on the report.
Modifying Filter Details
If you click on the filter name within the report editor, you can choose Edit Filter to navigate into the filter editor.