Applying a Table Filter

You can filter cells to focus on a specific set of data in a table or you can exclude non-relevant cells.

Context

You can filter a table by selecting cells in the table, by choosing members from a list, or for certain types of dimensions (for example, date dimensions), by defining a range. Table filters apply only to the data in the table.

Restriction

When applying a filter to a custom property of the account dimension, the filter does not work as expected. For example, calculated accounts and any accounts with child accounts that match the filter would be included. See SAP Note 2931452 Information published on SAP site for information about the usage restriction.

Procedure

  1. If you want to filter by selecting cells in the table:
    1. Select the cells to filter on or to exclude.
    2. Right-click and then select Filter or Exclude.
  2. If you want to filter by choosing members from a list, or by defining a range:
    1. Open the Builder tab in the Designer panel.
    2. In the Filters area, select Add Filters.
    3. Select or search for the dimension you'd like to filter.

      Some types of dimensions, for example date dimensions, can be filtered by choosing members or by defining a range. Those dimensions appear twice in the list, with (Member) and (Range) suffixes.

      Tip
      Viewers can reset any changes that they made to filters and input controls to get the original view of the story by selecting (Reset Story) on the story toolbar.
      Filter options Description

      Choosing members: select members from the Available Members list.

      The members you choose appear in the Selected Members list on the right.

      You can use the Search function to find the members you want.

      Restriction

      All Members creates a static list of the current dimension members. If you add new members to the dimension, they won't be added to the table filter. Also, for hierarchical dimensions, All Members lists only one level of hierarchy members in the table filter.

      Defining a range: select a Dynamic or Fixed range type.

      Date ranges can be fixed or dynamic; for example, you could choose the fixed range January 2019 to December 2019. If this story is opened in 2020, the story will still show 2019 data. Dynamic date ranges shift based on the current date. They also offer a few more granularities, such as current year, current quarter, and current month, as well as ranges that are offset from the current date.

      If the time dimension is added to the table, you can also select the (Filter) icon next to it in the Builder panel to choose from preset dynamic filters such as Current Month or Current & Next Quarter To Date.

      For more information, see Story and Page Filters.

      Allowing modifications: select Allow viewers to modify selections.

      If you allow viewers to modify filter selections, they can either toggle on and off each filter value (with the Multiple Selection option), or select a single filter value (with the Single Selection option).

      Changing drill levels for date range filters: select Unrestricted Drilling.

      Unrestricted drilling lets you drill to any level in the hierarchy, no matter what the filter or date granularity is set to.

      Note
      The Unrestricted Drilling option is only available for date range filters in charts and tables.
  3. Select OK to create the filter.

    The filter appears at the top of the table, and in the Filters area in the Builder tab.

Related Information