Filters in slice segments

A segment is a selection of elements from a hierarchy on the row or column axis of a report. For example, you might use a period hierarchy on the column axis and display a selection of years.

A segment can be a static list of elements, such as a several specific years. Or, a segment can be defined by a variable so that a report is dynamic and always displays, for example, the years that a user selects in a different report. In such dynamic reports, you might want to exclude certain data, for example to prevent users seeing values for the current year. You can achieve this by applying a filter to a segment.

To filter a segment you can create a filter in the Filter pane of the list designer in the Edit Slice dialog, or you can click Edit Axis in the Edit Slice dialog and specify the filter in the axis designer. You can independently enable and disable filters that you create in the list designer and in the axis designer.

In the axis designer you can filter by any of the hierarchies on the axis. For example, you might exclude a value from hiearchy A where an element in hierarchy B has a specified value. The ability to filter on any of the hierarchies on the axis is the only difference between filters in the axis designer and the list designer.

Related topics