Add filter(s) in a report

A filter screens data in your data source to determine whether the data should be included in or excluded from the calculations of the report results. A filter is not required in a report, although reports without filters are more likely to return too much data to be displayed effectively. If a filter is added, it should make sense with the objects already on the report.

Filters can be created as part of a given report, at the same time the report is being created or added at a later time by editing the report. You can filter data based on any object that is part of the report.

  1. In the To Select, start typing 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.

    2. 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. 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 previous quarter.
      • Current Year - Returns records with the date in the current year.
      • Previous Year - Returns records with the date in the current quarter.
      • All YTD Months -
      • Current Month - Returns records with the date in the current quarter.
      • Previous Month - Returns records with the date in the current quarter.
  3. When necessary, type or a select an operator value in the field.
  4. Optional: Click Add Filter to add another field to the filter and then repeat steps 1 - 3.
  5. Click Apply.