Apply/Modify an On Page Filter on a Report or Dashboard

This topic discusses working with the filters in the filter drawer. To work with Quick Filters, see Working with Quick Filters

1. Click to open the filter drawer. The fields that can be filtered on display in the filter drawer.

   Note: If the Report Editor has not added fields to be filtered on, you cannot apply a filter. Please contact the Report Editor.

2. Click one of the following:
   • Basic to select a value(s).
     1. In the Type your keywords here, field type the data value on which you want to filter. A dropdown menu displays all data values for the selected field in the report or dashboard.
     2. Select one or more values to add to the filter from the list.
     3. Optional: Click the Save Filters checkbox to save the filter to the report or dashboard.
     4. Click Apply.

   • Advanced to add conditions.

     1. Click Add Condition.

     2. Click the Condition dropdown and select an operator. The following operators are available depending on the field type you select:

        • Dimensions:

          • Equals To: Returns records if the field matches the target value.

          • Not Equal To: Returns records where the field does not match the target value.

          • Contains: Returns records if the field includes the target value.

          • Not Contain: Returns records where the field does not contain the target value.

          • Starts With: Returns records if the field starts with the target value.

          • Not Start With: Returns records where the field does not begin with the target value.

          • Ends With: Returns records if the field ends with the target value.

          • Not End With: Returns records where the field does not end with the target value.

          • Pattern: Returns records that match the specified set of characters in the exact order.

          • Not In List: Returns records where the field is not equal to the value(s).

          • Is Null: Returns all records where the field is null.

          • Is Not Null: Returns all records where the field is not null.

          • Current Year: Returns records with the date in the current year.

          • Next Year: Returns records within the next X years.

          • Previous Year: Returns records within the previous X years.

          • Year: Returns records within the specified years.

        • Measures:

        Equals To: Returns records if the field matches the target value.

        Not Equal To: Returns records where the field does not match the target value.

        Greater Than: Returns records where the data in the column is less than the value in the filter.

        Equal or Greater Than: Returns records where the data in the column is less than or the same as the value in the filter.

        Less Than: Returns records where the data in the column is greater than the value in the filter.

        Equal or Less Than: Returns records where the data in the column is greater than or the same as the value in the filter.

        Between: Returns records where the data in the column is between the two values in the filter.

        Not Between: Returns records where the data in the column is not between the two values in the filter.

        • Dates:

        Date: Returns records for the specified date range.

        Current Day: Returns records for the current day.

        Next Day: Returns records for the next day in the specified day, month, or year.

        Previous Day: Returns records for the previous day in the specified day, month, or year.

     3. One of the following fields displays depending on the operator you selected in step a:

        • Type your keywords here: Type the data value on which you want to filter. A dropdown menu displays all data values for the selected field in the report or dashboard.

        • Value: Type the value on which you want to filter.

3. Repeat steps 1 and 2 as necessary.

4. Optional: Click the Save Filters checkbox to save the filter.

5. Click Apply. When you close the filter drawer, the filter icon displays in blue.