Apply an On-Page Filter

All users can apply On-Page Filters to reports, graphs/charts and dashboard when fields have been added to the filter drawer.

If you are the report creator and do see any fields, see Add a field to an On-Page Filter.

If you are NOT the report creator and do not see any fields, you must ask the report creator to add fields for you.

  1. When fields have been added to the filter drawer for reports, graphs/charts or dashboards, the filter icon displays in blue when the filter drawer is closed.

  2. Click to open the filter drawer.

  3. Do one of the following to display the filter values:
    • Click the drop-down arrow next to the data on which you want to apply the filter.
    • Click Expand All to expand the details for all filters.
  4. Complete as follows (options vary by the type of data you select):
    • Dimensions:

      1. In the To select, start typing here field type the value on which you want to filter. A drop-down menu displays all values for the selected field in the report.
      2. Select one or more values to add to the filter from the list.
      3. Click anywhere to close the list.
      4. Click Add Condition.
      5. Select the operator from the Equals To drop-down list. The following operators are available:

        • 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).

    • Measures:

      1. Select the operator from the Equals To drop-down list. The following operators are available:

        • 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.

      2. In the Value field, type the value to filter on.
    • Dates:

      1. Do one of the following:
        • Select the date range in the Start Date and End Date fields.
        • Click Add Condition and select the operator from the Equals To drop-down list. The following operators are available:

          • 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.

  5. Optional: Select the Save filters as Default checkbox to save the On-Page Filter to the report/graph/chart or dashboard.
  6. Click Apply. Note that the contents of the filters are not saved if you don't select Save filters as Default.

Note: Click Clear All to delete the contents of the filter or Disable All to remove the filter from the report, graph/chart, or dashboard and the contents of the filter remains.