Filtering Data |
Add a filter expression to focus a report and minimize processing time by excluding unwanted data. For example, you can filter data to show customers who placed purchase orders valued at over one thousand dollars during the past year. When you run the report, you see only the filtered data.
Detail filters are applied only to detail data items from the data source, and not to summary data items. Examples of detail data items include customer names, product numbers, and order numbers. Detail filters are Boolean expressions that apply one or more conditions and evaluate to either true or false. If the conditions are true for a row of data, the row is retrieved from the data source and appears in your report. If the conditions are false, the row is not retrieved and does not appear in your report. You can specify whether detail filters are applied before or after summaries using the Application property.
Summary filters are applied to summary data items in a report. They are also Boolean expressions, however they are used to exclude specific groups of data items based on the group summaries. They are based on summary calculations.
You can combine multiple conditions using AND, OR, and NOT operators. By default, multiple conditions are combined with an AND operator, which means that all conditions must be met for the filter to take effect.
If you are filtering a multiple-fact query, you should understand the differences between using a detail filter and summary filter.
If you filter values that are floating-point numbers, you may encounter imprecise filtering results due to rounding or data truncation. Floating-point numbers may appear differently in the report than how than how they are stored in the data source. To ensure accurate results, your filter criteria should account for any rounding issues.
Note: If an expression is used in multiple reports, contact Changepoint PPMsupport and ask them to create the expression as a standalone object in the model and include it in a future version.
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