Applying a Story or Page Filter

Prerequisites

Page and story filters are enabled only after you've added at least one chart to your story.

Procedure

  1. Apply a filter in one of these ways:
    • For a story filter, select (Story Filter/Prompt) on the top navigation panel. In the filter bar, select (Add Story Filter/Prompt).
    • For a page filter, select (Input Control) on the top navigation panel.
  2. If you need to change the data source, select the name of the current data source and then select the data source that you want to filter.
  3. From the Add Time Filters list, you can quickly create a dynamic time filter that shifts based on the current date, such as Month to Date or Previous Quarter.
    1. Choose which periods to include, for example, Previous or Current & Next.
    2. If you have multiple date dimensions, pick the one that you want to filter.
    3. Select the granularity of the time period under Full Period or To Date, depending on the range that you want to include.
  4. Otherwise, select the dimension or measure you want to filter from the Add Story Filter/Prompt list.
    Note

    • Certain dimensions, for example date dimensions, can be filtered either by choosing members from a list or by selecting a range. To filter by choosing members, choose the option Filter by Member. To filter dimensions by selecting a range, choose the option Filter by Range, and skip to Step 9.

    • Measures are automatically filtered by range. If you're applying a measure-based filter, skip to Step 9.

      For models with an Account dimension, this will appear as the Measures dimension and can only be selected in the page filter as a measure-based range filter.

    • You can create filters and input controls based on dimension attributes as well. For more information about dimension attributes, see Combine Data with Your Acquired Data.

  5. To change the display information for the filter, select to expand the Available Members menu, and then select Show Description or Show Hierarchy options:

    Depending on your data source, these options may not be available.

    • Show Description lets you choose from the following options:
      • Description
      • ID and Description
      • ID

    • Show Hierarchy lets you choose a Flat presentation or an available hierarchy.

    When you change how the dimension information is displayed, the corresponding tooltip is updated.

  6. To display dimension members that don't contain any data, switch the Show unbooked members option On.

    If the Show unbooked members option is Off, only those members that contain data will be displayed. For example, if you are filtering a currency dimension and only the Euro and US dollar members contain data, the rest of the currency members will not be displayed.

  7. In the Available Members area, select the checkbox beside the members you want to filter.
    You can use the Search function to find the members you want. Select All Members to automatically select all members in the dimension, or select the Exclude selected members checkbox to exclude the members you select.
    Note
    When you select a member node in a hierarchy, all of its children are automatically selected.
  8. Ensure that the members in the Selected Members area are correct.
  9. To filter certain dimensions by selecting a range, choose the option Filter by Range instead of Filter by Member.

    If you're defining a measure-based filter, it's filtered by range automatically, and these options aren't shown.

    Configure the filter range as follows (some of these configurations are available only for measure-based filters, and some are available only for dimension-based filters):

    • For measure-based filters, select the Dimension Context.

      The dimension context is one or more dimensions that the measure is aggregated against. For example, if you're analyzing salaries of company employees based on country and gender, you could choose the two dimensions Country and EmployeeGender for context.

    • For dimension-based filters, if you want viewers of your story to specify a single value within a range instead of a range of values, expand the Multiple Selection list, and select Single Value Slider.
    • Select end points for your range:
      • For dimension-based filters, you can either drag the sliders on the range bar, or select end points from the drop-down lists.
      • For measure-based filters, type end point values into the Min and Max boxes.
    • Select Add a New Range if you want to define additional ranges. Note that the single value slider is not available if you define more than one range.
      • For a single value slider, the end points you select represent the maximum and minimum values that viewers of your story will be able to select, using the page filter or input control.
      • For measure-based filters, viewers can set the Min and Max values outside of the initial range you define. For example, if you set an initial range of 100 to 200, they could change the range to 50 to 500.
      • Otherwise, the end points you select represent the initial ranges that viewers of your story will see in the page filter or input control. Users can redefine the ranges using the page filter or input control.
      Note
      By default, only the range between the end points you initially define is selectable in the page filter or input control. If you select Display entire range slider, viewers will be able to select areas outside of the initial ranges you define.
    • If you want your range to extend to the start or end of the data set, even if the start or end values change when the data is refreshed, choose Start or End instead of discrete values.
    • For date dimensions, also define the granularity (for example, year or month). You can also set dynamic ranges that shift based on the current date. To learn about this, see Story and Page Filters.
  10. Choose whether you want to Allow viewers to modify selections.
    If you allow viewers to specify filter values, they can either toggle on and off each filter value (if you chose the Multiple Selection option or the Multiple Selection Hierarchy option), or select a single filter value (if you chose the Single Selection option). The Multiple Selection Hierarchy option allows users to select children nodes of specific dimension members.
    Note
    Viewers can reset any changes that they made to filters and input controls to get the original view of the story by selecting (Reset) on the story toolbar.
    Note
    Using large hierarchies in story filters has an impact on performance. It is recommended to use booked values instead of accessing master data.
  11. Choose whether you want to Allow viewers to delete filter.

    Viewers shouldn't be able to delete a designer's story filter, but you can allow them to do so.

  12. Select OK to create the filter.
  13. If you created a page filter, you can resize it to convert it to an input control.
    An input control displays the filter values with checkboxes or radio buttons, to let users experiment with different filter settings.
  14. The filter or input control is assigned a name according to the dimension being filtered. If you want to change the name, double-click it.
  15. By default, the cascading effect is applied. If you don't want the cascading effect to apply to this filter, turn off Cascading Effect in the filter settings.
    For more information, see Story and Page Filters.
Related Information