Applying a Compound or a Simple Table Filter

You can use different types of filters to filter or exclude a specific set of data in a table or a subset of the data.

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.

Create Table Filters Within the Table

Use the following procedure to filter by selecting cells in the table. You can quickly create compound or simple filters or exclusions.

Compound filters (Filter, Exclude): a compound filter includes or excludes the member from all dimensions on the table row or column.

For example, when you have three dimensions and create a compound filter on the innermost dimension, the filter is applied to that combination of filters: “A + B + C (3)”.
Simple filters (Filter Member, Exclude Member): a simple filter includes or excludes specific members.

For example, when you have three dimensions and create a simple filter on the innermost dimension, the filter is applied to that member for all the dimensions.

Example

There is a table that shows three products and two cities. It also shows the date as either a quarter or periods within the expanded quarter.

In this table, we select the following table cell:

Product = Apparel
Region = City2
Date = P05 (2014)

Product	Region	Date	Value
Apparel	City1	Q2 (2014)	100
	City2	Q2 (2014)	100
		P04 (2014)	10
		P05 (2014)	100
		P06 (2014)	10
Shirts	City1	Q2 (2014)	100
	City2	Q2 (2014)	100
Shorts	City1	Q2 (2014)	10
	City2	Q2 (2014)	10
Footwear	City1	Q2 (2014)	150
	City2	Q2 (2014)	80
Accessories	City1	Q2 (2014)	160
	City2	Q2 (2014)	110

The compound filter (Filter) is filtered on the combination of “Product + Region + Date”.
The simple filter (Filter Member) is filtered on the specific date member.

Compound Filter				Simple Filter
Product	Region	Time	Value	Product	Region	Time	Value
Apparel	City2	P05 (2014)	100	Apparel	City1	P05 (2014)	100
Shirts	City2	P05 (2014)	100		City2	P05 (2014)	100
Shorts	City2	P05 (2014)	10	Shirts	City1	P05 (2014)	100
					City2	P05 (2014)	100
				Shorts	City1	P05 (2014)	10
					City2	P05 (2014)	10
				Footwear	City1	P05 (2014)	250
					City2	P05 (2014)	200
				Accessories	City1	P05 (2014)	380
					City2	P05 (2014)	260

How to Set Filter or Exclude on Table Cells

Select the cells to filter on or to exclude.
Right-click and then select Filter, Filter Member, Exclude, or Exclude Member.

Create Table Filters from the Builder Panel

As a story designer, you can use the following procedure (from the Builder panel) to filter by choosing members from a list, or by defining a range.

In the Builder panel, in the Filters area, select Add Filters.

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.

Select OK to create the filter.

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