Applying filter settings

This topic describes the columns and options of the filter settings section in the filter pane of the list designer.

Filter By column

This table shows the options of the Filter By column:


Criteria	Description
Caption	Filters elements by their captions. Use the text filter to search for texts and strings.
Unique name	Filters elements by their unique names . Use the text filter to search for texts and strings.
Attribute	Filters the attributes of the elements defined in the OLAP database.
Value	Filters the values of a range. You must specify the filter settings and the data area of the filter. Note: Value is available in the axis designer for slice segments but not in the list designer for slice segments.
Custom MDX	Creates a filter with an MDX statement.

Hierarchy column

The hierarchy list is available only from the axis designer for slice segments. The list contains the hierarchies that are on the axis.

Filter Type column

Use the Filter Type setting with caption, unique name, and attribute filters.

This table shows the options of the Filter Type column:


Filter type	Description
String	The hierarchy is searched for elements with a caption, unique name or attribute which matches the search text.
Wildcard	You can use wildcards to filter the element names.
Date	You can filter on date values. Valid for Microsoft Analysis Services only.
Regular Expression	You can use .NET Regular Expressions to filter the element names. Regular expressions are case-sensitive. A complete guide to .NET Regular Expressions is at: http://msdn2.microsoft.com/en-us/library/hs600312.aspx
Number	You can filter on numeric values. For example, values less than N.

Regular expressions with Analysis Services

To use .NET regular expressions with Analysis Services data sources, you must install an assembly on the Analysis Services server.

The assembly file is called Mis.Reporting.ServerExtension.dll and is installed to C:\Program Files\Infor BI\Application Studio by the Application Studio setup.

Use SQL Management Studio to connect to the Analysis Services database and add an assembly to the Assemblies folder.

The assembly must have these parameters:

Path: ..\Application Studio\Mis.Reporting.ServerExtension.dll.
Name: MisOlapYukonExtension
Permissions: Safe
Impersonation: Default

Overview of the wildcards

This table describes the use of wildcards:


Search string	Explanation
xyz/xyz	The asterisk (*) in front of, or behind, a search string returns the elements that start or end with the search text.
?xyz	The question mark represents a missing character. You can use several question marks.
x?z	A search request with this string returns all elements containing one character at the position of the question mark.

.Net regular expressions

To use .NET regular expressions select Regular Expression as the filter type.

You can use these regular expressions:


Expression	Explanation	Example
^	Match-beginning-of-line operator	`^A` finds list elements starting with an A.
$	Match-end-of-line-Operator	`er$` finds list elements ending in er.
+	Match-one-or-more operator	`e.+r$` finds all list elements ending in r and also containing an e. There must be at least one character between e and r.
\|	Alternation Operator	`^A\|^B` finds list elements beginning with A or B.
( )	Grouping	`^(..)` finds list elements containing an even number of characters.
.	Any character	`^c..d` finds list elements beginning with c, followed by two characters, followed by d.
\	Defines the subsequent character as a literal.	`\\` finds all list elements containing the character \.
Regular expressions are case-insensitive. Prefix an expression with (?-i) to make it case-sensitive.

Condition

The conditions that can be applied depend on the selections in the Filter By and Filter Type lists. They include Equals, Does not equal, Greater than etc.

For value filters, the Is accessible condition can be applied. Permissions to view data can be applied to users and elements. If permission for a particular user and element is None then that user cannot view the value for the element. Such values are treated as empty and can be filtered out with the Is accessible condition.

Value

Enter the value that the filter settings refer to. This can be a string or a number.

Filtering element names

Open Filter in the List Designer, click New Filter and select Caption or Unique name from the Filter By list. Select the filter type, the condition and the value.

Note: The Condition refers to the alphabetical order of the elements in the list. Their position within the hierarchy is not taken into account.

Filtering attributes

Open Filter in the List Designer, click New Filter and select Attribute in the Filter Settings section from the Filter By list. Select the filter type, the attribute, the condition and the value.

Filtering values

Open the Filter in the List Designer, click New Filter and select Value in the Filter By list. Select the operators and values. Use the Data Area to define the range of data to which to apply the filter.

You can use a value filter to exclude zero and null values. A cell that has a null value is empty. A cell with a zero value contains the figure 0. Zero can be used in calculations but null cannot. In no circumstances do ’null’ and ’zero’ have the same meaning.

If data contains both null and zero values then these rules apply:

A filter which looks for all values equal to null does not return any zero values
A filter which looks for all values which are not null returns zero (and other) values.