Add a filter

  1. In the Type or choose field field do one of the following:
    • Type the name of the field.
    • Click the drop-down arrow and select the field from the drop-down menu.

    A drop-down menu displays all fields in the report.

    Note: Click the All Fields drop-down arrow to sort the list by field type.

  2. Select the field that you want to add to the filter from the drop-down menu. After a field is selected, the operator drop-down arrow displays.

  3. Click the drop-down arrow next to the operators field and select the operator to add to the filter. The following operators are available:
    • For dimensions
      • Equals - 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.
      • Starts with - Returns records if the field starts with the target value.
      • Ends with - Returns records if the field ends with the target value.
      • Not contain - Returns records where the field does not contain the target value.
      • Not start with - Returns records where the field does not begin 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.
      • Is null - Returns all records where the field is null.
      • Is not null - Returns all records where the field is not null.
      • In list - Returns records where the field is equal to the selected value(s).
      • Not in list - Returns records where the field is not equal to the value(s).
    • For measures
      • Equals - Returns records if the field matches the target value.
      • Not equal to - Returns records where the field does not match the target value.
      • > - Returns records where the data in the column is greater than the value in the filter.
      • >= - Returns records where the data in the column is greater than or the same as the value in the filter.
      • < - Returns records where the data in the column is less than the value in the filter.
      • <= - Returns records where the data in the column is less 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.
    • For date
      • Contains - Returns records if the field includes the target value.
      • Starts with - Returns records if the field starts with the target value.
      • Ends with - Returns records if the field ends with the target value.
      • Not contain - Returns records where the field does not contain the target value.
      • Not start with - Returns records where the field does not begin 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.
      • Is null - Returns records where the field is null.
      • Is not null - Returns records where the field is not null.
      • In list - Returns records where the field is equal to the selected value(s).
      • Not in list - Returns records where the field is not equal to the value(s).
      • Current Quarter - Returns records with the date in the current quarter.
      • Previous Quarter - Returns records with the date in the quarter specified.
      • Current Year - Returns records with the date in the current year.
      • Previous Year - Returns records within the previous X years.

      • Next Year - Returns records within the next X years.
      • All YTD Months - Returns records with YTD months.
      • Current Month - Returns records with the date in the current month.
      • Previous Month - Returns records with the date in the month specified.
      • Date - Returns records within the selected dates.
      • Date and Time - Returns records within the selected date and time.
      • 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.
      • In the Past - Returns records in the past selected time.
  4. When necessary, type or a select an operator value in the field.
  5. Optional: Click Add Filter to add another field to the filter and then repeat steps 6 - 8.

  6. Click Apply.