Filter Settings

Overview

Aggregate Filters

Aggregate filters allow you to filter on aggregate values such as the sum of received amount. For example if you filter on received amount you will be filtering on each record, filtering on the aggregate value would filter on the total for the sum of the region.

Aggregate filters are applied just like aggregate metrics. Select the item you wish to filter on and choose the aggregation you wish to apply.

Filter Settings

1. The item that has been selected on the report data page for filtering. E.g. Last Name
2. The Operand drop down lets you select what type of filter to be used. For example Last Name is Not Null or Equal To.
3. The brackets allow for greater complexity in data filtering by using AND and OR with the where clause operator.
4. The filter data displays what the filter is to be. If you have selected specific data to filter on it will be displayed here. The default - USER PROMPT this allows the user to set the filter prior to running a report. Use the Prompt icon to browse available values.
5. This allows the user to set multiple filters and join them using AND or OR. For example filter all People where AGE is Greater than 50 or Gender = Female.
6. The move up and down buttons allows the user to build complex bracketing filters. The level of a statement within the bracket will affect the overall filter statement and impact upon the data returned in the query.
7. The filter logic display allows a user to read a summary of the filter that they have defined.

General Settings

Aggregate filters allow you to filter on aggregate values such as the sum of received amount. For example if you filter on received amount you will be filtering on each record, filtering on the aggregate value would filter on the total for the sum of the region.

The filter options are available on the report preview page. You are able to set the action and formatting options of all filters here.

See Filter Formatting for more information.

Filter Specific Settings

In the filter options section on the report preview page you can select a filter and customise its display and entry style settings.

See Filter Formatting for more information.

Filter Logic or Operand

When defining a filter initially you need to specify how the filter values are to be selected for example where company name is equal to or different from the values that you want to filter on. The options within the drop down will vary based upon the type of field that the filter is to be applied to.

See: Filter Operands page for a full list of available operands

Defining Filter Values

By changing the filter data in the filter you will change it from a user prompt to a permanent condition. This means that when the report is run Yellowfin will automatically filter the report based on the values you set.

1. To set the filter value you can either click the prompt icon (and select from presented values) or click the 'change' hyperlink. This will open a filter data pop-up, and allow you to insert a value.
2. The types of values that you can insert will be dependent upon:
   1. The type of field that the filter is being applied to
   2. The type of operand chosen.
      
3. When you have chosen a value for the filter data it will be displayed on the main filters page. To edit this value or change it back to user prompt click on the Hyperlinked Value. See Below.