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Overview

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Filter Values

There are different options available when it comes to filter values. As a report writer you can choose to set:

1. User Prompt which allows the report reader to define the filter value to match when they run the report.
2. Defined Value which sets the value during the report creation process so the report is always restricted to the same result subset.
3. Pre-Defined Period which uses a date range on the report, which is always the same calculation, but dynamic by being relative to the report run date. This option is only available for date or timestamp fields.

User Prompt

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Filter Values

The default value for filters added to the Data step is User Prompt. If this setting is not changed, the user that runs the report will be prompted to provide filter values at the time of running the report. This is useful when the audience for a report is broad, meaning that each user may be interested in a different subset of results.

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1. Click on the prompt filter icon to the right of the filter
   
2. Select the required values from the displayed list
   

Defined Value

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Filter Values

In order to define values for filters, you will need to:

1. Open the Filter Settings on the Data step and click on Define Value
   
2. You will now have multiple options, depending on what type of field you are using. Select an option that is not User Prompt
   
3. Define the value(s) to be used and save
   

Pre-Defined Period

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Filter Values

When using date field an advanced filter option becomes available, which provides you with a list of date/range calculations to select from. Simply define a value (as outlined above) and select the Pre-defined Period option.When using date field an advanced filter option becomes available, which provides you with a list of date/range calculations to select from. Simply define a value (as outlined above) and select the Pre-defined Period option.

See Date Filter Periods for more information.

 

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Filter Values

 

 

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