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 exclude certain data to, for example 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 the Edit Axis icon on the rows or columns 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.

You can filter by value in the axis designer but not in the list designer. For OLAP data sources, value filters are optimized where possible. You are notified if a filter expression, or a combination of value filters, cannot be optimized. The notification suggests actions to help improve the performance of the filter.

In the axis designer you can filter by any of the hierarchies on the axis. For example, you might exclude a value from hierarchy A where an element in hierarchy B has a specified value.