Filters shelf

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Using filters lets you easily select which data to include or exclude in a visualization. When you place a dimension or a measure on the Filters shelf, a new filter control will be inserted into the view.

  • You can also use the same fields used in the columns and rows shelves to create an internal filter. Filter controls for discrete values allow you to select single or multiple values to include or exclude from the visualization.
  • Filter controls for continuous values allow you to specify the range of values you want to include in the visualization.

Additional Filter Options

  1. Click the arrow next to the name of the filter control to display additional options.
  2. Choose one of the available options from the drop-down menu to change how values are displayed and selected in the filter control. The types of filter control options that are available will depend on whether the field uses discrete or continuous values.
  3. Click Apply to Worksheets to select whether to apply a filter to only one worksheet or globally across all other worksheets in the workbook that are using the same field. You can also apply filter controls across worksheets that use different data sources, but have common or related fields.
Note: If you want to keep the filter control hidden from view whenever the report is viewed, click the Show Filter option to remove the check mark.

Pages shelf

Drag and drop a Dimension to the Pages shelf, to break down the visualization into a series of pages that show how its field values affect the rest of the data.

Note: Placing a Measure in the Pages shelf automatically converts it into a discrete value. In many cases, using the Pages shelf makes viewing and analyzing data much easier compared to simply placing the data field in either the Columns or Rows shelf to show the same tables in asingle view as shown below.

Create a calculated field

If you need data that is not directly available from your current data sources, you can create a new Calculated Field to calculate the required information using values from existing data fields. After a Calculated Field has been created, it can be found in the Data Pane and can be used as part of your data source.

  1. Click the drop-down on the top of the Dimensions area to open the Calculation Editor. You can also click the drop-down to the right of a data field or right-click the data field itself to create a new Calculated Field. The top portion of the Calculation Editor shows the name of the Calculated Field.
  2. Click the name to edit it. If the workbook uses multiple data sources, the name of the currently selected data source will be displayed next to the Calculated Field's name.
  3. Click the arrow on the right edge of the editor to show or hide an additional pane that lists all available functions by category (i.e., Number, String, Date, Logical, etc.), as well as a brief description for the selected function.
  4. Double-click any function to add it to the current formula in the Calculation Editor. The Calculation Editor has an autocomplete feature that displays suggestions as you type a formula.

You can see whether the current formula is valid or invalid at the bottom of the window. This can help you avoid any syntax errors.

Formulas can contain the following elements:

  • Functions
  • Fields
  • Operators
  • Parameters (Create Parameter functionality not available in Web Editor)
  • Comments
  1. Click Ok to save the Calculated Field. Click Apply to update the calculation and worksheets using the calculation without closing the Calculation Editor.
  2. Click the X on the upper right to close the window and discard any changes made. You can identify Calculated Fields in the Data Pane by the equal sign (=) preceding a field's data type icon.