Filtering an Advanced Analytics report
Filtering of the Advanced Analytics report allows you to:
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This feature is managed by a Feature Flag
The feature described in this topic, as well as all related operations, is managed by a Feature Flag. If the Feature Flag is not activated in your system, you will not see this feature in your application.
To create a filter applied at the scale of the Advanced Analytics report, proceed as follows:
Open the Advanced Analytics report in which you want to work (see Viewing an Advanced Analytics Report in Administering Advanced Analytics reports (report designer role)).
Make sure that you are in edit mode, by clicking Edit in the upper-right corner of the application window.
Click Filter Your Dashboard in the panel located at the right of the report preview panel, as illustrated in the following figure:
Filter panel
Once you have clicked this button, a contextual window, in which you can select fields is displayed.
Select, in the contextual window, the field according to which you want to filter the report. A second contextual window is opened.
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Select the type of filter that you want to create:
List filter (see Create an include/exclude filter (list filter))
Text filter (see Create a text filter)
Numeric value filter (seeCreate a numeric value filter)
Top/bottom ranking filter (see Create a top/bottom banking filter)
Date filter (see Create a date filter)
Keep in mind that the type of filter that you can create depends on the data type of the field that you selected in step 4.
Define the details of your filter according to the selected type. Details regarding individual filter types are provided in the links above.
Click OK in the lower-right corner of the contextual window. The filter is saved and added to the "Filters" panel, at the right of the report preview panel.
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To add another filter to the report, click the + icon located in the upper-right corner of the "Filters" panel, and the repeat steps 4 to 7.
Creating an include/exclude filter (list filter)
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The feature described in this topic, as well as all related operations, is managed by a Feature Flag. If the Feature Flag is not activated in your system, you will not see this feature in your application.
Include/exclude filter, or list filters, enable you to define whether selected values of the selected field are included or excluded in the report.
To create an include/exclude filter, proceed as follows:
Open the Advanced Analytics report in which you want to work (see Viewing an Advanced Analytics Report).
Make sure that you are in edit mode, by clicking Edit in the upper-right corner of the application window.
Click Filter Your Dashboard in the panel located at the right of the report preview panel. A contextual window, in which you can select fields is displayed.
Select, in the contextual window, the field according to which you want to filter the report. A second contextual window is opened.
Select the "List" tab, as illustrated in the following figure:
List filter tab
Define whether the filter should be single selection or multiple selection (see Toggling between single selection and multiple selection in list filters).
Check or uncheck the boxes corresponding to the values that you want to include or exclude, respectively, in the report.
Click OK to filter the data of the report and add the list filter to the "Filter" panel in the report.
Toggling between single selection and multiple selection in list filters
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This feature is managed by a Feature Flag
The feature described in this topic, as well as all related operations, is managed by a Feature Flag. If the Feature Flag is not activated in your system, you will not see this feature in your application.
By default, all list filters are set to multiple selection. It is however possible to toggle to single selection and restrict the values displayed in the report.
To toggle between single selection and multiple selection, proceed as follows:
Open the filter creation tool and open the "List" tab (see Creating an include/exclude filter (list filter)).
Click the icon located in the upper right corner of the contextual window to toggle to single selection, as illustrated in the following figure:
Toggle icon
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Click the icon again to toggle back to multiple selection.
Creating a text filter
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This feature is managed by a Feature Flag
The feature described in this topic, as well as all related operations, is managed by a Feature Flag. If the Feature Flag is not activated in your system, you will not see this feature in your application.
Text filters enable you to filter the report according to the defined text.
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Text filters are not case-sensitive. This cannot be changed.
To create a text filer, proceed as follows:
Open the Advanced Analytics report in which you want to work (see Viewing an Advanced Analytics Report in Administering Advanced Analytics reports (report designer role)).
Make sure that you are in edit mode, by clicking Edit in the upper-right corner of the application window.
Click Filter Your Dashboard in the panel located at the right of the report preview panel. A contextual window, in which you can select fields is displayed.
Select, in the contextual window, the field according to which you want to filter the report. A second contextual window is opened.
Select the "Text" tab, as illustrated in the following figure:
Text filter tab
Select the operator that you want to apply to the text condition (Starts With, Ends With, Containing (default), Equals, Doesn't Start With, Doesn't End With, Doesn't Contain or Doesn't Equal).
Enter the text that you want to use as your filter in the text field, located at the right of the operator selection drop-down list.
If you want to add another condition, click the +Add Condition button, and then repeat steps 6 and 7.
If you have selected several conditions, select whether you want to use the AND operator (exclusive) or the OR operator (inclusive) in the Use field, located at the top of the contextual window.
Click OK to filter the data of the report and add the text filter to the "Filter" panel in the report.
Creating a numeric value filter
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This feature is managed by a Feature Flag
The feature described in this topic, as well as all related operations, is managed by a Feature Flag. If the Feature Flag is not activated in your system, you will not see this feature in your application.
Numeric value filters enable to limit the values displayed in your report to a specific range of values. For instance:
Display only sales values above $1000
Display only product IDs from 10001 to 10010
To create a numeric value field, proceed as follows:
Open the Advanced Analytics report in which you want to work (see Viewing an Advanced Analytics Report in Administering Advanced Analytics reports (report designer role)).
Make sure that you are in edit mode, by clicking Edit in the upper-right corner of the application window.
Click Filter Your Dashboard in the panel located at the right of the report preview panel. A contextual window, in which you can select fields is displayed.
Select, in the contextual window, the field according to which you want to filter the report. A second contextual window is opened.
Select the "Values" tab, as illustrated in the following figure:
Values filter tab
Select the operator that you want to apply to the text condition (Equals, Not Equal To, Smaller Than, Equal Or Smaller Than, Greater Than, Equal Or Greater Than or Between).
Enter the text that you want to use as your filter in the text field, located at the right of the operator selection drop-down list.
If you want to add another condition, click the +Add Condition button, and then repeat steps 6 and 7.
If you have selected several conditions, select whether you want to use the AND operator (exclusive) or the OR operator (inclusive) in the Use field, located at the top of the contextual window.
Click OK to filter the data of the report and add the text filter to the "Filter" panel in the report.
Creating a top/bottom ranking filter
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This feature is managed by a Feature Flag
The feature described in this topic, as well as all related operations, is managed by a Feature Flag. If the Feature Flag is not activated in your system, you will not see this feature in your application.
Top/bottom ranking filters enable you to define whether you want to include only top and bottom ranking fields.
To create a ranking filter, proceed as follows:
Open the Advanced Analytics report in which you want to work (see Viewing an Advanced Analytics Report in Administering Advanced Analytics reports (report designer role)).
Make sure that you are in edit mode, by clicking Edit in the upper-right corner of the application window.
Click Filter Your Dashboard in the panel located at the right of the report preview panel. A contextual window, in which you can select fields is displayed.
Select, in the contextual window, the field according to which you want to filter the report. A second contextual window is opened.
Select the "Ranking" tab, as illustrated in the following figure:
Ranking filter tab
Select Top or Bottom in the first drop-down list, located at the top of the contextual window.
Enter the number of values to include value field.
In the Ranked by field, select the field according to which you want to rank the fields. A list of the fields that match your definitions is displayed, so that you an check that the results are conform to your expectations.
Click OK to filter the data of the report and add the ranking filter to the "Filter" panel in the report.
Creating a date filter
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The feature described in this topic, as well as all related operations, is managed by a Feature Flag. If the Feature Flag is not activated in your system, you will not see this feature in your application.
The Advanced Analytics feature enables you to create several types of date filters, depending on the use that you want to make of them. Unlike other filters defined for an Advanced Analytics report, report users will be able to change the type of the filter, from calendar filter to dynamic time filter or the other way around, thus providing more flexibility for the visualization of time ranges.
As an Advanced Analytics report designer, you can:
Create a calendar filter (see Creating a calendar filter)
Create a dynamic time filter (see Creating a dynamic time filter)
Creating a calendar filter
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The feature described in this topic, as well as all related operations, is managed by a Feature Flag. If the Feature Flag is not activated in your system, you will not see this feature in your application.
This filter enables you to define custom date ranges from a calendar tool. To define a calendar filter, proceed as follows:
Open the Advanced Analytics report in which you want to work (see Viewing an Advanced Analytics Report in Administering Advanced Analytics reports (report designer role)).
Make sure that you are in edit mode, by clicking Edit in the upper-right corner of the application window.
Click Filter Your Dashboard in the panel located at the right of the report preview panel. A contextual window, in which you can select fields is displayed.
Select, in the contextual window, the field according to which you want to filter the report. A second contextual window is opened.
Select the "Calendar" tab, as illustrated in the following figure:
Calendar filter tab
Use the quick navigation menu, located at the top of the window, to just to any point in time. In the figure above, the quick navigation menu displays Q3 2022.
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Select a date range use any of the following methods:
Use the calendar to select a date range; select a left date to define the starting date of the range and a right date to define the end date of the range.
Type the start and end dates of the range in the From and To fields (under the calendar), respectively.
Use the Today and Earliest Date shortcuts provided at the bottom of the window.
Click OK to filter the data of the report and add the calendar filter to the "Filter" panel in the report.
Creating a dynamic time filter
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The feature described in this topic, as well as all related operations, is managed by a Feature Flag. If the Feature Flag is not activated in your system, you will not see this feature in your application.
The dynamic time filter enables you to filter Advanced Analytics reportsl according to preset dynamic time frames, such as "Last Year", "Last 2 Years", etc.
To define a dynamic time filter, proceed as follows:
Open the Advanced Analytics report in which you want to work (see Viewing an Advanced Analytics Report in Administering Advanced Analytics reports (report designer role)).
Make sure that you are in edit mode, by clicking Edit in the upper-right corner of the application window.
Click Filter Your Dashboard in the panel located at the right of the report preview panel. A contextual window, in which you can select fields is displayed.
Select, in the contextual window, the field according to which you want to filter the report. A second contextual window is opened.
Select the "Time Frame" tab, as illustrated in the following figure:
Time frame filter tab
Select the time unit that you want to use in the drop-down list located at the top of the window. You can filter by years, quarters, months or days.
Select the option that you want to use by clicking the corresponding item in the list.
Click OK to filter the data of the report and add the dynamic time filter to the "Filter" panel in the report.
Using advanced filtering criteria
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The feature described in this topic, as well as all related operations, is managed by a Feature Flag. If the Feature Flag is not activated in your system, you will not see this feature in your application.
The advanced filtering criteria tab enables you to use filtering criteria that are not provided in the filtering interface of the Advanced Analytics tool, by manually writing the syntax that you want to use for the filter.
The advanced filtering tab also enables you to add or edit report filters
To use advanced filtering criteria, proceed as follows:
Open the Advanced Analytics report in which you want to work (see Viewing an Advanced Analytics Report in Administering Advanced Analytics reports (report designer role)).
Make sure that you are in edit mode, by clicking Edit in the upper-right corner of the application window.
Click Filter Your Dashboard in the panel located at the right of the report preview panel. A contextual window, in which you can select fields is displayed.
Select, in the contextual window, the field according to which you want to filter the report. A second contextual window is opened.
Select the "Advanced" tab, as illustrated in the following figure:
Advanced filter tab
Add or edit filtering criteria.
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The syntax provided by default in the "Advanced" filtering tab depends on the type of field that you have selected in Step 4 of this procedure.
Click Test to see the results of your changes in the right-hand panel of the tab.
Click OK to filter the data of the report and add the advanced filter to the "Filter" panel in the report.
Practical examples
Example 1 – Adding an OR statement
The example below shows an OR statement being used to display multiple names. After clicking Test, the matches are displayed to the right of the script.
Advanced filter example 1
Example 2 – Filtering by measures
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This example uses a JAQL query.
This option lets you filter dimensions by measures, returning only the filtered members and associated values.
In this example, all products with a total price equal or greater than 1 million will be returned.
The query used for this example is the following:
Advanced filter example 2
The results of this query include the relevant product names and price, for example:
Product A, 1000000
Product B, 1551246
Example 3 – Filtering by dimension attributes
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This example uses a JAQL query.
This option lets you filter dimensions by filtered attributes of other dimensions, returning only the filtered values.
In this example, all customers that purchased Product A and Product B will be returned.
The query used for this example is the following:
Advanced filter example 3
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You can add as many nested filters as required.
Defining the report refresh behavior when filters are changed
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This feature is managed by a Feature Flag
The feature described in this topic, as well as all related operations, is managed by a Feature Flag. If the Feature Flag is not activated in your system, you will not see this feature in your application.
The filter panel of the Advanced Analytics feature offers an "Udpate on Every Change" toggle that determines the refresh behavior of filters when changes are made on the report. When this option is enabled, any changes performed on the report filters are immediately reflected on the dashboard.
v10 recommends to switch off this option when working with large and/or complex data sets that result in longer refresh times. In this case, consider performing your changes and then click the Update button once you are ready to update your dashboard.
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This option is available only for designers. Changes performed on filters by report viewers are automatically applied to the report.
To enable/disable the automatic refresh of the dashboard when updating filters, change the state of the Update on Every Change toggle, located in the lower-right corner of the application window.
Using wild cards in filters
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The feature described in this topic, as well as all related operations, is managed by a Feature Flag. If the Feature Flag is not activated in your system, you will not see this feature in your application.
In order to filter lists and/or text quickly, you can use wild cards such as " _ " or " % ". These characters will be interpreted by the system as literal characters or as an empty string. The Advanced Analytics tool supports the following uses of wild cards:
Single characters: you can enter an underscore character (" _ ") as a placeholder for a single, unknown character, as illustrated in the following figure:
Underscore wild card
Multiple characters: you can enter a percent (" % ") symbol to search of a string of undefined length, as illustrated in the following figure:
Percent wild card
Escape characters: if you are searching for a string with a percent or an underscore, you can add a backslash (" \ ") in front of the character; Advanced Analytics considers the backslash as an escape character. For instance, if you want to search for results containing the string "_te" without considering " _ " as a wild car, use a backslash before the string, as illustrated in the following figure:
Backslash escape character