Strategy One

Stand-Alone Filters

A filter is composed of at least one qualification. Qualifications are the actual conditions that must be met, for example, "Region = Northeast" or "Revenue > $1 million". You can create multiple qualifications for a single filter, and then combine the qualifications using the logical operators AND, AND NOT, OR, and OR NOT.

You can create the following types of filter qualifications:

  • Attribute qualification allows you to filter on an attribute's form (ID, description, and so on) or on elements of the attribute.

    • An example of an attribute form qualification is a condition on the attribute form Customer Last Name for last names that start with the letter H. For steps, see Attribute Form Qualification.
    • An attribute element list qualification on the Customer attribute consists of a list of customers. For steps, see Attribute Element List Qualification.
    • An attribute-to-attribute qualification compares two attributes through attribute forms. For example, you need a report that lists customers who live in the same city as call centers in your company. Use an attribute-to-attribute qualification filter to compare the Customer and Call Center attributes. For steps, see Attribute-to-Attribute Qualification.
    • Date attributes are frequently used in filters. For steps, see How to Filter Data Based on Dates.

  • Set qualification allows you to create a set of attributes based on either the metrics associated with those attributes (a metric qualification) or the relationships between them (a relationship qualification). For example:

    • A metric qualification allows a report to display the sales data for only those products with inventory level below a specified value. It is also referred to as a metric set qualification. For steps, see Metric Set Qualification.
    • A metric-to-metric comparison dynamically compares the values of two metrics. For example, this type of filter can restrict data to revenue greater than last quarter's revenue. For steps, see Metric-to-Metric Qualification.
    • A relationship qualification can be used to create a report that displays all the stores selling Nike shoes in the Washington, DC area. It is also referred to as a relationship set qualification.
  • Shortcut-to-a-report qualification, also known as a report qualification or a report as filter, uses the data from one report as a filter inside another report. For steps, see Shortcut-to-a-Report Qualification.
  • Shortcut-to-a-filter qualification, also known as a filter qualification or embedded filter, uses an existing filter, either as is or with additional conditions, on a report. For steps, see Shortcut-to-a-Filter Qualification.

After you create a stand-alone filter, you can save the filter and then add it to a report.