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Dimension-based View Filter

This page explains steps for View Filter based on data Dimensions.

Check out the walk-through to filter a View based on Dimension value.

Steps to Apply Dimension-based View Filter

  • Navigate to the Design workspace.

  • Create a View with the combination of Dimension and Measure.

  • Click the Filter icon from the Design workspace of a View.

  • A Filter panel opens with the list of available filter values.

  • Select a dimension to display a list containing all the sub-dimensions.

  • Four(4) types of Filter conditions are available to be applied to a selected dimension: In, Not in, Like, and Not like.

  • Select the In option as the filter condition from the drop-down menu.

  • Select sub-dimension(s) by putting checkmarks in the box (the user can select multiple values as sub-dimension).

  • Click the Apply icon.

  • The View Filter icon gets highlighted.

  • The concerned View gets filtered by the applied filter condition(s).

  • If the selected filter condition is Not In for the View Filter.

  • Then, the View gets filtered by the not-selected filter values (In the below-given image, the View gets filtered by the not-selected value of the dimension).

  • If the selected filter condition is Like for the View Filter, the View gets filtered by the given sub-dimension value.

  • The View gets filtered by Team BU 4 data.

  • If the selected filter condition is Not like for the View Filter, the view gets filtered by not selecting the given sub-dimension value.

  • In the image, the View shows the data other than BU 10.

Please Note:

  • A Search bar has been provided in the View Filter panel to search a specific Dimension/ Measure/ Time value from the available list.

​

  • The user needs to click the Apply Filter button while enabling or eliminating the View-specific filter values to reflect the same in the displayed chart.

  • The Analyse option allows users to insert, modify, or remove a view-specific filter.

  • The View Filter becomes ineffective when the selected View is inserted into a report, and the Global Filter is applied to it.​

  • Applying View Filter with In filter condition
    The View gets filtered by the selected Filter condition
    View with Not In filter condition
    Filtered View with Not In filter condition
    Filtered View with Like filter condition
    Filtered View with Not like filter condition

    Measure-based View Filter

    Check out the given walk-through on using a Measure-based filter on a View.

    The user can add a View filter based on the Measure values.

    • Click the View filter option on the Design page.

    • The Filter panel opens.

    • Use the Search bar to search for a measure.

    • Select a Measure from the displayed list of Dimensions and Measures.

    • Select a condition from the drop-down menu.

    • Provide the required information to configure it. This information may vary based on the selected condition/ Filter rule.

      • E.g., the given image shows is between the selected filter condition, and the required information for the selected filter condition is From and To values.

    Please Note: The supported Filter conditions/ Filter rules are Is between, Is less than, Is less than or equal to, Is greater than, Is greater than or equal to, is, and Is between).

    • The view gets modified according to the selected View filter condition.

    Please Note: The same steps can be followed to apply the Global filter based on the Measure values.

    Click the Apply icon.

    Applying Measure a Filter
    View filtered as per the applied Measure View Filter condition

    View Specific Filter

    The View Filter icon provided on the Design canvas allows the user to filter a specific View based on the selected filter condition.

    A View can be filtered based on the three data values (as mentioned below):

    1. Dimension,

    2. ​Measure,

    3. ​

    Date Dimension

    Date-based View Filter

    Check out the walk-through on how to filter a View based on Date values.

    The users can apply Date based View Filter by selecting the Date Values from the Data Store. The user can provide two kinds of conditions on the Date values:

    1. Between

    2. Relative

    Between

    • Avail a View using the Design workspace containing a Time dimension.

    • Click the Filter icon on the Design page.

    • The Filter panel opens, displaying all the available filter values.

    • Select a dimension or measure containing Date values to filter the View. The user can also use the search bar to search it.

    • Choose the Between option from the drop-down menu.

    • Provide the From and To dates.

    • Click the Apply icon.

    • The selected view gets filtered as per the applied date filter conditions.

    Relative

    • Create a View with the Date Dimension.

    • Click the Filter icon on the Design page.

    • The Filter panel opens.

    • Select a Date value as the filter condition.

    • Choose the Relative option from the drop-down.

    • Insert a period by selecting the required values.

    Please Note: The same set of steps can be used to apply the Global filter based on the date values.​

    The user gets the Last and This under the drop-down menu to select the past or present time zone.

  • There are 4 categories of time pointers provided in another drop-down menu, which allow the user to select a value out of Years/ Months/Weeks/Days. E.g., the image displays the Last 5 years.

  • Click the Apply icon.

  • The selected View gets filtered based on the applied date conditions.

  • Selecting a Time Dimension from the Filter Panel
    View Filter based on the Time Dimension with Relative option
    Dimension-based View Filter
    Displaying the Measure-based Filter on a View
    Applying Date-based View Filter (Relative)
    Applying Date-based View Filter (Between)