MicroStrategy ONE
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:
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Apply a previously created, stand-alone filter to a report during report creation. For instructions, see the procedure below.
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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:
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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.
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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.
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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.
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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
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Edit the report to which you want to add a filter. How?
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If the Object Browser is not already displayed, open it, by selecting Object Browser from the View menu.
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Use the Object Browser window to search for and locate the filter that you want to add to the report.
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Right-click the filter, and select one of the following (the options are described in more detail above):
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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.
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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.
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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.
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Note: If you drag and drop the filter into the Report Filter definition pane, the filter is embedded as a copy.
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Save the report. How?