Filter the Members Within a Set

You can remove members from within a set by specifying filter conditions so that only the members that you require remain. You can filter a set based on

  • member captions

    For example, your set includes employee names and you want to keep only the employees with names that begin with a specific letter.

  • properties that are numeric or strings

    For example, your set includes employee names and you want to filter employees using the gender property.

  • intersection of values (tuple)

    For example, you want to keep only the employees who used less that ten sick days for the year 2012.

If you want to create a more complex filter, you can combine multiple conditions using AND, OR, and NOT operators. By default, multiple conditions are combined with an AND operator, which means that all conditions must be met for the filter to take effect.

Filtering the members in a set is not the same as relation detail or summary filters.

Procedure

  1. Select a set, click the More icon More icon in the toolbar in the toolbar, and click Edit Set.
  2. Click the new button new icon and click Set filter.
  3. Select how you want to filter.
    • If you want to filter the set using a caption, click Caption.
    • If you want to filter the set using a member property, click Property and select from the drop-down list.
    • If you want to filter the set using an intersection of members, or tuple, click Intersection (tuple) and click the ellipsis button. Then, from Available members and measures, select the desired items and click the right arrow to move them to the Intersection members and measures list.
  4. Specify the Operator and Value to complete your condition and click OK.
  5. To add additional conditions, click the new button.
  6. If you include multiple conditions in your filter, use the AND, OR, and NOT operators to combine them.
    • To add an operator, select the conditions that you want to combine, and click an operator.
    • To change an operator, double-click the operator to toggle among available ones or select the operator and then select a different one from the list.
    • To remove an operator, select it in the condition string, and then click the delete button delete icon.
  7. To change a condition, click the edit button edit icon.