Intellicus Enterprise Reporting and Business Insights 19.1

Filtering Data

0 views June 28, 2020 0

You can slice multidimensional data by applying filters on any level of a hierarchy or an attribute. Multiple filters can be applied to analyze specific chunks of data rather than analyzing huge data volumes. There are three distinct ways that can be used to apply filters.

  1. Drag dimension hierarchies or attributes to the Filter box in the right-bottom pane. You can view the Filter pane on top of the view to accept filter values. For example, if you drop an attribute say Marital Status onto the Filter box, you see the In List Filter pane that enables to select the value(s) for Marital Status. When you apply a filter on dimension value(s), crosstab/chart/map will be immediately re-drawn showing the filtered data.

Filter Pane
Figure 12: Filter Pane

You can perform various operations from under ellipses icon icon when you hover mouse over the specific filter under Filter pane:

  • Pin the filter pane to left, right or top. In case the filter pane is pinned to either left or right, you can choose to see the filter values as List, Dropdown or Expanded Dropdown View.
  • To select multiple values in a list view, press and hold down Ctrl key and click the values. Check the checkboxes to select multiple values in a dropdown/expanded dropdown.
  • Change the filter criteria to specify In List, Starts With, Contains, Ends With, Not In List criteria for the specified value in filter box.
    If a dimension is added to filters, you can select values by expanding the tree view.
  • Remove the filter.
  1. Another method to apply filters is to select data either on crosstab or charts. To select data, you can click row(s) in crosstab using the ctrl key. In charts, you can click the left mouse key and then drag and select data.
    Once data is selected, click the option of Set Selection as Filter under ellipses icon icon for the selected view. With this data selection, the Filter menu gets automatically created in upper left corner with the same menu options as discussed in point# 1.

‘Set Selection as Filter’ menu option
Figure 13: ‘Set Selection as Filter’ menu option

  1. You can also use the Filters button filter icon located at upper right corner of the layout on the main menu to apply filtering criteria to the dimensions as shown in Figure 12. Filter is a condition, which you can choose to apply on your report data. You can apply multiple conditions by joining them with AND/OR operators.

Filters Criteria
Figure 14: Specifying Filters Criteria

Filter Section properties
Item Values Comments
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 Type yourself or select from list Based on the configuration of this field in the meta layer, the value list appears
Prompt Check/ Uncheck Check the Prompt option if you want to see the Filters pane on top of the view.
Open/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

Actions

Item Comments
Add Filter Add a new filter condition row
Remove Filter Remove current filter condition row
  1. In case of multiple views, you can select row(s) in the crosstab using mouse click with ctrl key. This selection acts as a filter and refreshes other views on the High Speed Layout. You can also make selection in charts using the mouse drag operation.

Selecting Row(s)
Figure 15: Selecting Row(s) to filter other Views