Use filters to restrict the result set in a report so that only records that satisfy the filter conditions are used. Filter conditions can be defined on any of the selected columns in a report. For example, you could filter data based on region or year.
You can also create prompted filters to create a filter that can be used by a dashboard prompt. This provides business users the ability to change the report result in a dashboard.
You can create advanced filters using complex expressions. See Defining an Advanced Filter.
To define a filter on a column of a report
| 1. | Open a report in Classic Designer. |
| 2. | Click on the
header of a column and select Filter from the menu. The Filter Column
dialog box opens. If the report already contains a filter, the Filters dialog box opens. Click New in the Filters dialog box to open the Filter Column dialog box. |
| 3. | Select the filter type to use: |
Data (default): The filter operation is carried out at the database level and returns only results that meet the criteria.
Display: The filter operation is applied after the database returns the result set for the report query; only the selected values are displayed in the report.
Set-based:
The result set of another report is used to provide filter values. This
is useful for exception reporting.
Important: When this filter is based on another report, the column in the subreport must not contain any BQL functions or positional calculations. BQL expressions in set-based filter subqueries are not supported. The set-based filter is an "IN" or "NOT IN" subquery that can use the basic operators such as equal to (=), less than (<), etc.
| 4. | Check the
Prompted box to create a filter that can be used by a dashboard prompt.
If checked, Infor will
automatically create a prompt for you when the report is added to a dashlet. If you check the Prompted box, the Prompt Name displays. It is recommended that you do not change the Prompt Name. |
| 5. | In the Apply to Measure list, select whether to apply the filter to one or all of the measures in the report. |
| 6. | Select the operator of the filter condition in the Relation list. |
| 7. | If the Administrator has set up variables, check the Use Variable box then select a variable from the Value list. |
| 8. | Click the Show Values button to select from a list of available values of an attribute column. Choose between: |
Show values filtered by report query: Returns a list of values that is filtered by the existing report query.
Show all values: Returns a list of all possible values.
| 9. | Drag and drop one or more values from the chosen set from the left to the right. |
| 10. | Click Save in the Filter Column dialog box to see the new filter in the Filters dialog box. |
| 11. | Click Save in the Filters dialog box. |
The result set in the report will now be filtered as specified and the filters being used will be displayed at the top of the page for reference. For example, if you filtered the CategoryName column by Condiments the filter text will read: CategoryName = Condiments and the result set of the report will only contain Condiments.
Tip: To edit or delete a filter, click the filter at the top of the page.
See Also
Filtering a Report in Designer
Defining an Advanced Filter