Creating embedded filters

Create embedded filters to customize the view of data in the data module for specific use cases.

For example, you can filter out data that is irrelevant for certain geographies, time periods, product lines, and so on.

About this task

Embedded filters can be crated for a single column, or for multiple columns in a table.

Procedure

In the data module tree, locate the table that you want to add filters to, and choose one of the following options:
- To create a filter for a single column in the table, from the column context menu , click Filter.
- To create filters for multiple columns in a table, from the table context menu, click Manage filters. On the Filters tab, select the column for which you want to create the filter, and click Add a filter.
  The option via expression editor allows you to create a filter by using the expression editor. Specify the filter name, type its expression, and click OK. Next, you can either continue adding filters by using this option, or proceed to step 2.
Specify the filter values. The options to select values depend on the column data type.
- For columns with integer and decimal data types, you have two options to specify the values: Range and Individual items. When you choose Range, you can use the slider to specify the range values, or type the range start and end values. When you choose Individual items, select the check boxes that are associated with the values.
  Tip: You can enter decimal values only for columns with the decimal data type. When you try to enter a decimal value for a column with the integer data type, the decimal separator is cleared.
- For columns with date and time (timestamp) data types, specify a range of values before, after, or between the selected date and time, or select individual values.
- For columns with text data types, select the check boxes that are associated with the values.
To select values that are outside the range that you specified, click Invert.
Click OK to save the filter.

Please note that the effect of the filter is not automatically shown for the members in the data tree. To see that effect, click the Refresh members action on the related column in the data tree.
If you used the Manage filters option, you can continue creating filters for other columns in the table. The filters that you created are listed on the Filters tab.

Results

After an embedded filter is created, the filter icon appears next to the column and table names in the data module panel, diagram, and expression editor.

The filter icon on a table indicates that the table contains at least one embedded filter. All embedded filters that a table contains are listed in the table properties, on the Filters tab.

What to do next

To edit a filter on a single column, from the column context menu Vertical actions menu icon , click Filter, and modify the filter conditions. To remove the filter, click Clear all.

To edit or remove embedded filters for a table, from the table context menu Vertical actions menu icon , click Manage filters. On the Filters tab, view or edit the filters, or remove them.