Intellicus Enterprise Reporting and Business Insights 19.1

Filter Step

0 views June 28, 2020 0

Filter Step can be used to apply filtering conditions on specific fields of the selected Query Object.

Filter step can take an input from any step (except Load and Format steps) and provide output to any step (except Data Source step) in the flow of Query Object.

Filter is displayed on the Query Object Designer as shown below.


Figure 11: Filter Step

The properties tab shows two sections for a Filter step:

  1. Select Filter Criteria
  2. Fields properties
Select Filter Criteria

You need to select available Field name, Criteria and Value to apply ad hoc filters for this step.

Only the data that matches the filtering criteria can pass to the output from this step.

Fields properties

For each selected field of the Query Object, the following properties can be set.

Fields properties

For each selected field of the Query Object, the following properties can be set:

Property Values Comments
Open Select from list

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Braces to group a set of conditions for applying appropriate AND/OR combination
Field Select from list Select the field on which you want to apply filter
Criteria Select from list Select the operator to be used in the filter. These are comparison operators based on the data type of the selected field (different for character, numeric or date).

The between operator prompts for two values

Value Enter or select from list Based on the configuration of this field in the meta layer, the value list appears
Close (

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Braces to group a set of conditions for applying appropriate AND/OR combination
Relation AND

 

 

OR

AND = The next condition is applied with combined conjunction of this condition

OR = The next condition is applied in alternate conjunction of this condition

Use Parameter Select/De-select Select = When Use Parameter is selected, Value gets populated with parameter values for comparison
Additional Mandatory Filters Specify a number This specifies the number of filters in addition to existing filters that are mandatory for user to choose
Lookup Values

 

Select/De-select Select = Whether this field provides a list of lookup values to apply filter on. Lookup values can be retrieved from a value list or from another table or query

Note: Lookup Values is enabled for char and date type fields

Mandatory Select/De-select Select = Will mandate reports using this Query Object to apply filter on this field
Hide Select/De-select Select = Will remove this field for filter options. End user will not see this field in filter-on field list
Lookup Details
Key Value Field Select a field When we have Lookup values with display and value columns, the value should apply to filter on key field, instead of display applying filter on this field.
This is a SQL optimization option.If you create a lookup with customerID and customer name and your table is indexed on customerID, then for the customer name field, set customerID as Key Value Field
Dynamic Select/De-select Select = You can set a source (SQL or another Query Object) for the Lookup values
Static Select/De-select Select = You can type in the lookup values
Restrict to list Select/De-select Select = The list shown to the end user for selecting values for filtering should not allow typing in new value other than list
Fetch Now,

On Every use,

Lazy,

By Search

Now = Fetch the values only upon saving this Query Object

On Every Use= Fetch the values every time end user screen loads for prompting filters

Lazy = Fetch the values when user selects this field for filtering and clicks the combo for value selection

By Search = Fetch matching values when user starts typing values in the filter

Min. Key Length Number 0-4 By search fetching of data starts only after these many characters are typed by the user
User Defined Select/De-select Select = To provide a user defined SQL or data source for lookup values

De-select = Automatically generates distinct based query to get lookup values

New Source/

Existing QO

New Source/

Existing QO

Whether user defined is new SQL or an existing Query Object
Display Column Select from List From lookup value result set, select the field to display on the user interface
Value Column Select from List From lookup value result set, select the field to pass the value under filters
Link Lookup Select/De-select Select = Specifies that this is a nested lookup
Link Lookup     To Parent Field Select/De-select Select = Select the parent field to which this field will be nested.

For example, Set Country as the parent field for this property of State field

Note that you must use the parent value in the where clause of lookup SQL

Link Lookup

Mandatory

Select/De-select Select = Before applying a filter on Parent field, the nested field lookup values will not be listed

De-select = Before applying a filter on Parent field, ALL values will be listed for nested field. When a filter is applied on parent field, NESTED values will be listed