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Adding a filter to a report

Steps to add a filter to a report

A report is the result of a request for specific, formatted data from the data warehouse. It consists of a template plus any desired filtering conditions. A template specifies which information is to be retrieved and how the results are displayed. A filter specifies the conditions that the data must meet in order to be included in the report results.

You can apply a filter qualification to a report in either of the following ways:

  • Apply a previously created, stand-alone filter to a report during report creation. For instructions, see the procedure below.

    • When you add a stand-alone filter to a report, you can choose to create a shortcut to the filter or to embed the filter in the report. The differences are described below:

  • When you create a shortcut to a stand-alone filter, changes that you make to the filter are propagated to this report and to all other reports that use the filter as a shortcut. Changes that you make to this filter within this report are propagated to the filter, and to all other reports that use the filter as a shortcut. Use this option to share report caches.

  • When you embed a copy of the filter in the report, changes that you make to the stand-alone filter are not propagated to this report. Changes that you make to the embedded filter within this report are not propagated to the filter. This is also called a local filter.

  • Create a filter at the same time that you create a new report. This filter is embedded within the report and cannot be used in another report. For instructions, see Creating a new report filter in the Report Editor.

When you save a report that contains a stand-alone filter, you can choose to keep the shortcut or to embed a copy of the filter in the report. For instructions, see Saving a report with a shortcut to a stand-alone template or filter.

Analysts of report data can also apply filtering conditions to a report, for the individual instance of the report that they are currently viewing. This is called a view filter, and requires the MicroStrategy OLAP Services product. For instructions to create a view filter, see Filtering report data in a View filter.

Prerequisites

  • The procedure described below assumes you have already created a stand-alone filter. To create a new filter, see Creating a filter.

To add a stand-alone filter to a report

  1. Edit the report to which you want to add a filter. How?

  2. If the Object Browser is not already displayed, open it, by selecting Object Browser from the View menu.

  3. Use the Object Browser window to search for and locate the filter that you want to add to the report.

  4. Right-click the filter, and select one of the following (the options are described in more detail above):

    • Replace Report Filter with a shortcut to this filter to connect the stand-alone filter to this report. Changes to the stand-alone filter are propagated to the report, and vice versa.

    • Replace Report Filter with a copy of this filter to embed the filter in the report. Changes to the stand-alone filter are not propagated to the report, and vice versa.

    • The filter appears in the Template definition section. If it is a shortcut, the filter name is displayed. An embedded filter is named Local Filter.

    • Note: If you drag and drop the filter into the Report Filter definition pane, the filter is embedded as a copy.

  5. Save the report. How?

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