Filtering an individual report

Individual reports contain a variety of data points. You can filter a report so that it displays the data point values that you are interested in. In addition, you can filter a report by applying group filters.

Draft comment: JENNIFERCalder
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Procedure

  1. In the report page, click Filter. This opens a panel that lists all data points in the report. You can then expand each data point to work with it and to see its current values:
    1. Values are grouped under their data point (to find a particular data point value that you are interested in, enter it in the Search or add value field and then select the result that you want to add as a filter).
    2. Brackets next to each data point value indicate the number of reports that contains the value.
    3. To set the filter to show a data point that does not have values, set the data point to Is null. Similarly, to set the filter to show a data point only when it has a value, set the data point to Is not null (use the selection menu next to the Is null checkbox to change it to Is not null).
    4. To configure the filter, click Filter configuration. When configuring the filter, you can set the filter's match conditions - and you can set the filter to be case insensitive.
    5. For each data point value, you can set a match condition. Use the Operator selection menu next to the value as follows:
      • String values:
        • Equal to: Choose this if you want the filter to include the exact data point value.
        • Not equal to: Choose this if you want the filter to exclude the exact data point value.
        • Match pattern: Choose this to match the pattern by using the % wildcard character.
        • No pattern match: Choose this to exclude the pattern by using the % wildcard character.
        • Edit filter value: Choose this if you want to edit the actual data point value.
      • Numeric and date-time values:
        • Equal to: Choose this if you want the filter to include the exact data point value.
        • Not equal to: Choose this if you want the filter to exclude the exact data point value.
        • Less than or equal to: Choose this to have the filter include data point values that are less than or equal to the data point value.
        • Less than: Choose this to have the filter include data point values that are less than the data point value.
        • Greater than or equal to: Choose this to have the filter include data point values that are greater than or equal to the data point value.
        • Greater than: Choose this to have the filter include data point values that are greater than the data point value.
        • Edit filter value: Choose this if you want to edit the actual data point value.
    6. To set the data point value as a scheduled report parameter, click Scheduled report parameter and then select Set as parameter. When doing this, you can set the data point parameter with the match conditions described above.
    7. To add additional data points that you want to use just for filtering, click Add filters. This opens a panel that you can use to select column headers (data points) for filtering.
    8. To create a filter, click Create custom filter. In the custom filter query builder, edit the filter name as desired - and then build the query, selecting the column data point values, match conditions, and match values. You can also set each rule in the filter to be case-sensitive - and you can see an SQL pseudo code view of the query as you build it. The conditions are organized into groups in a hierarchy. Each group specifies an AND or OR condition for all members of that group. You can add groups inside other groups to build out the hierarchy. If you need to know more about the query being generated from the builder, leverage the SQL pseudo code view to understand the relationship between the groups and how the AND and OR selection applies.
  2. After you have selected the values that you're interested in seeing in the report, click Apply filters.
  3. This causes the report to narrow to only those records that contain the data point values that you selected in the filter. The top of the page lists the filters that have been applied.
  4. To remove individual filters after applying them, click the X in the filter at the top of the page. To remove all applied filters, click Clear filters.
  5. You can also filter data by selecting a different timestamp. Click the Date settings gear icon near the report period selection drop-down to view the local timestamp options for the Set date reference field. Select a timestamp that is available for your report.
  6. If the report is a custom report, you can save any applied filters to it by clicking Save. If you are working with a predefined report, you can save the report as a new custom report by clicking Save As to preserve any filters that you have applied to the report.