Global Filter
This page explains the Global Filter functionality available for the reports.
The Global Filter applies a selected parameter to the entire report, affecting all views that are sensitive to the chosen filter criteria. It is available on the final page of the report and ensures consistent filtering across all relevant Views.
Check out the illustration to understand the Global Filter functionality.
Please Note: The selected Report to explain the functionality here contains Views based on two different Data Stores. The First 5 Views are based on the NLP_hiring_data_Aug1, and the sixth View is based on the Sample Data Store.
Applying Global Filter
Navigate to a Report.
Click the Global Filter icon provided in the menu panel of the selected report.
A Filter panel opens, displaying a list of values that can be used as a filter condition.
Click on a Dimension value.
A list containing all the sub-dimensions are displayed (Clicking a measure or time dimension would display the related fields).
Select the In option from the drop-down menu to apply the filtering condition. (E.g., the below-given image displays In as the selected option so that the report gets filtered as per the chosen sub-dimension(s).
Select the sub-dimensions using the check boxes (if a Dimension is selected).
Click the Apply icon.
The Global Filter icon gets highlighted.
The concerned Views of the selected report get customized as per the applied Global Filter condition. E.g., All the concerned Views are filtered by the selected Global filter value in a report. In this report, the first Five Views are modified, and Six View is excluded from the Global Filter as it is based on a different Data Store.
Filtering with Not In Option
Click the Global Filter icon provided on the final screen of a report.
A filter panel opens, displaying a list of values that can be used as a filter condition.
Click on a Dimension to display a list containing all the sub-dimensions (Clicking a measure or time dimension would display the related fields).
Select the Not In option from the drop-down menu to apply the filtering condition. (E.g., the below-given image displays Not In as the selected option so that the report gets filtered as per the not selected sub-dimension(s).
Select sub-dimension(s) using checkmark(s).
Click the Apply icon.
The Views of a report get filtered by not selected filter conditions. E.g., In this example the Report data gets filtered by the values other than the cities of the Rajasthan.
Filter Panel
The Global Filter provides an option to Attach the selected filter value to the filter panel.
The Filter panel opens by clicking the Global Filter icon.
Click the Attach to filter panel icon for a selected filter condition.
The concerned filter value gets attached to the top filter panel.
The Attach to filter panel turns blue.
Choose the sub-value for the attached filter from the top filter panel.
Click the Apply option given at the top of the Report.
The selected value/sub-value gets applied to all the concerned View of the Report.
Please Note:
The Global Filter is applied sequentially based on user selections. For example, if the first filter is by Source (Referral, Orgspire, CareerNet) and the second by Gender (Female), the report will display data for female employees from these specific sources.
If the Exclude Global Filter option is enabled for a View, it remains unaffected by the Global Filter criteria.
Users can insert Views from different data stores in a single report. In a report with Views from multiple data stores, applying a Global Filter only affects the Views from the specific data store where the filter conditions are selected; Views from other data stores remain unaffected.
The Global Filter panel displays all available filter values across the data stores by default.
Click the Refresh icon to Refresh Views and remove the effect of an applied Global Filter criteria from the chosen Report.
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