Filtering Table Views Activity

 

 

 

Step

Action

1. 

Begin by entering the words Product Results into the Search field at the upper right of the window.

2. 

Click the Search button to the right of the Search field.

3. 

Click Product Results by Store to open the view in the Ad Hoc Editor.

 

It has a description: Sample Filtered Table Report ...

4. 

Note: The Product Results by Store ad hoc view opens in the Ad Hoc Editor.

5. 

For the purpose of training, remove the existing filters.

 

Point to the Filters Minimize/Remove menu at the top right of the Filters panel to the right of the Filters label.

6. 

Click the Remove all Filters menu item.

7. 

Note: All filters are now removed.

8. 

Now you create filters on columns to analyze store costs.

 

Right-click the Store Cost column title.

9. 

Click the Create Filter menu item.

10. 

Note: The Store Cost filter appears in the Filters panel. This panel displays all filters configured for a view.

 

Like sorting, filters can be set on fields whether or not they appear in the view.

11. 

Click the Store Cost filter's Operators menu to the right of the label A.Store Cost 2013.

12. 

Note: The blue dot indicates the currently selected operator.

13. 

Click the is less than menu item.

14. 

Note: For the is less than operator, the application automatically puts in a value that would include all records in the dataset.

 

In this case the value is10.29.

 

You can change the value to suit your requirements.

15. 

Enter 5.00 in the A.Store Cost 2013 filter value field.

16. 

Click the Apply button at the bottom of the Filter panel.

17. 

Note: The view now shows only items that have a store cost less than 5.00.

18. 

Notes on Filters:

 

- Filters are saved with the view and the report

- Filtered records are displayed when the report runs in the Report Viewer

- Users change filter values through input controls, available in the Report Viewer by clicking the Options button (shown later)

- Users can create their own filters for a report; see the Personalizing Reports through Interactivity module for details

19. 

Click the Minimize/Maximize Filter Panel button at the top left of the Filter panel, just to the left of the Filters label, to create space for the center panel.

20. 

Note: It is now easier to work in the center panel.

21. 

Note: In the toolbar at the top of the view, the Dataset Size drop-down is currently set to Full Data.

 

Notice that Full Data appears in the Dataset Size dropdown.

 

 

This means your dataset for this view is all the records in your datasource, and therefore might slow down the filtering and design process.

22. 

The other choice, Sample Data, is a 15 record subset from your datasource, and is the default setting when creating new views and reports.

 

A small dataset makes the design process go faster.

 

Click the Dataset Size drop-down.

23. 

Click the Sample Data menu item.

24. 

Note: When you are done designing and testing with the small Sample Data dataset, you select Full Data to make all of your data available to the view.

25. 

Click the Minimize/Maximize Filter Panel button at the top left of the Filter panel, just to the left of the Filters label, to maximize the Filter panel.

26. 

Note: The Filters panel is now visible.

27. 

The Filters panel lets you minimize (hide) all filters, or delete all filters from the view.

 

Point to the Minimize/Remove menu at the top-right corner of the Filters panel to the right of the Filters label to view the choices. 

28. 

Click the Minimize All Filters menu item.

29. 

Note: All filters are minimized.

30. 

Now, work with an individual filter.

 

Click the + to the left of the A.Store Cost 2013 filter label.

31. 

Note: The individual Store Cost Filter is maximized.

32. 

Click the - to the left of the A.Store Cost 2013 filter label.

33. 

Note: The individual Store Cost Filter is minimized.

34. 

Click the Operator drop-down menu just to the right of the A.Store Cost 2013 label.

35. 

Note:  Review the list of numeric operators.

 

 

Text fields have a similar set of operators, with some minor differences.

36. 

Create a filter on a second field.

 

Right-click the Product Name column title.

37. 

Click the Create Filter menu item.

38. 

Note: A Product Name filter appears in the Filters panel.

39. 

Click the Operators drop-down menu just to the right of the B.Product Name filter label in the Filters panel.

40. 

Note: The operators drop-down now displays operators appropriate for text filters.

 

The default operator for all filters is equals. 

41. 

Click the starts with menu item.

42. 

Enter B into the Product Name filter field.

43. 

Note:  The filters now indicate to: display Store Costs less than 5.00 (currently hidden), with Product names starting with B.

44. 

Multiple filters can be created on the same field.

 

Right-click the Product Name column title.

45. 

Click the Create Filter menu item.

46. 

Note: A second Product Name filter appears in the Filters Panel.

47. 

Click the Operators drop-down menu just to the right of the C.Product Name filter label.

48. 

Click the does not start with menu item.

49. 

Enter Big Time Frozen into the second Product Name filter field.

50. 

Note:  The filters now indicate: display Store Costs less than 5.00 (currently hidden), with Product names starting with B but not Product names starting with Big Time Frozen.

51. 

Click the Apply button at the bottom of the Filters panel.

52. 

Note: The view appears with the filters applied: the Store Cost is greater than 5.00,  the Product name starts with B, but does not start with Big Time Frozen.

53. 

In the Filters panel, to the far right of the C.Product Name filter, point to the Remove/Move menu.

54. 

Note: The menu items Move Up and Move Down are used to change the order of the filter in the Filters panel.

 

When no Custom Filter Expression is defined in the lower Filters panel (shown later), filters are applied in the order they appear in the Filters panel. The order affects the outcome of the report.

55. 

Click the +  just to the left of the A.Store Cost filter label to maximize the A.Store Cost filter.

56. 

Note: The A.Store Cost filter is maximized.

57. 

Click the Operators drop-down menu just to the right of the A.Store Cost 2013 filter label.

58. 

Click the is between menu item.

59. 

Note: A second field appears in the A.Store Cost 2013 filter because the is between operator requires two input values.

 

The second value added is, by default, high enough to include all records at the high end of the values in the dataset.

60. 

In the second field of the A.Store Cost 2013 filter, enter the value 8

61. 

Click the Apply button at the bottom of the Filters panel.

62. 

Note: The updated results are shown: records with Store Cost between 5.0 and 8, and Product Names starting with B but not starting with Big Time Frozen.

63. 

Note: In the Filters panel, each filter is labeled with letters A, B, C...

 

These letters are used to identify individual filters in the Custom Filter Expresssion, shown next.

64. 

Click the + to the left of the Custom Filter Expression label at the bottom of the Filters panel.

65. 

Now, create a Custom Filter Expression that joins the three filters. The use of operators and placement of parentheses affect the outcome of filtering.

 

In the Custom Filter Expression field, using the filter letter labels, enter A or (B and C).

66. 

Note: This Custom Filter Expression specifies:

 

 

Show records in the chosen dataset that have a (Store Cost between 5.0 and 8.0) OR (records that start with B AND that don't start with Big Time Frozen)

 

As you can see, the filtering logic can get complex.

67. 

Note: Once a Custom Filter Expression is defined and saved:

 

 

- The order of individual filters in the Filter panel is ignored

- Any filters in the Filter panel not referenced in the Custom Filter Expression are ignored

- The Custom Filter Expression defines what filters will be used and how they will be applied

 

In our example, by adding a Custom Filter Expression, the filtering logic was changed.

68. 

Click the Apply button at the bottom of the Filter panel.

69. 

Note: The Custom Filter Expression is applied and the report shows the results.

 

You can adjust the width of the columns if desired. 

 

70. 

Click the Dataset Size menu at the right end of the report toolbar in the center panel.

71. 

Remember, after you are done designing the ad hoc view, select Full Data from the Dataset Size drop-down menu at the right end of the toolbar in the center panel to use all the records in your database for accurate analysis.

 

You are done with the design.

 

Click the Full Data menu item.

72. 

Point to the Remove/Move menu to the far right of the C.Product Name filter label in the Filters panel.

73. 

Click the Remove Filter menu item.

74. 

Note: Attempting to delete a filter referenced in a custom filter expression causes a confirmation window to appear.

 

The system warns that deleting a filter referenced in a custom filter expression will also delete the custom filter expression.

75. 

Clicking OK deletes the filter along with the Custom Filter Expresssion you just entered.

 

Click the Cancel button to cancel the deletion of the the filter.

76. 

Save the changes you made to the view and save the view as a report.

 

Point to the Save menu button near the left side of the report toolbar in the center panel.

77. 

joeuser does not have permission to save to the current folder where this sample report lives.

 

To prepare for the next step, first click the Save Ad Hoc Report As... menu item and save the report to Organization/Reports.

78. 

Click the Save menu button again and click the Save Ad Hoc View and Create Report menu item.

79. 

Enter the word Filtered in place of the number at the beginning of the existing report name.

80. 

Indicate where to save the report. 

 

Click the + to the left of the Organization label.

81. 

Under that folder, click the Reports subfolder. Click the label and not the +

82. 

Click the Save button at the bottom of the Save Ad Hoc View and create Report window to save the report.

83. 

Now, search for the report you just saved to the Repository.

 

Enter the word Filtered into the Search field in the upper right of the window.

84. 

Click the Search button to the right of the Search field.

85. 

Click the Filtered Product Results... report you previously saved to open it.

86. 

Note: The report opens.

87. 

Click the Options button underneath the Search field at the right end of the report toolbar.

 

Hovering your cursor over the button will show the button name Options.

88. 

Note: The Input Controls window opens. 

 

 

You can change any of the filter values.

89. 

Click the Cancel button at the bottom of the Input Controls window to close it.

90. 

Click the Back button on the report toolbar to close the report and return to the Repository.

91. 

Note: The Repository appears.

92. 

Congratulations!

 

You created basic and custom filters.

End of Procedure.