New/Edit Condition dialog

Use this dialog to create a new condition, or edit a condition in the business area.

This dialog is also displayed as:

New Condition dialog

Edit Condition dialog

For more information, see:

"What are conditions?"

"What are the different types of condition?"

"How to create simple conditions"

"How to create advanced conditions"

Simple conditions typically contain one filter criterion. For example:

• to restrict Discoverer end users to data for the year 2001, you might create a mandatory condition here: Year = 2001. When they access workbooks, Discoverer end users will always see data for the year 2001.

• to enable Discoverer end users to easily look at data for different quarters, you might create the optional conditions: Quarter = Q1, Quarter = Q2, Quarter = Q3, and Quarter = Q4. When they access workbooks, Discoverer end users will be able to focus on data for particular quarters by applying these conditions.

Name

Use this field to enter a name for the new condition.

Generate name automatically

Click this check box if you want Discoverer to create a name for you.

Description

Use this field to enter additional information about the condition. This description is displayed when you select this condition in the work area, and in Discoverer Plus. Make your description useful to both you and your users.

Location

This field displays the name for folder that will store the condition. This is the location you selected when you chose Insert | Condition.

Type

Use this drop down list to choose the condition type:

• Mandatory - mandatory conditions are always applied to a worksheet that contains one or more items from the folder that contains the condition. Discoverer Plus users are not notified of mandatory conditions and can not turn them off.

• Optional - optional conditions can be turned on or off as required by Discoverer Plus users.

Formula

Use this box to specify the filter criterion that you want to use.

• Item

  Use this drop down list to choose what item you want to filter the data on. For example, choose Year here if you want to display data for a particular year.

• Condition

  Use this drop down list to choose how to match data against the item. For example, choose the '>' symbol (greater than) here to filter data where the item value is greater than a particular number.

• Values

  Use this box to define what data you want to match against. For example, enter 2001 here to look only at data for the year 2001. If you created a list of values for the item, these items appear in the drop down list.

  You can also click the drop down list and match against the following:

  • Click Select Multiple Values to display the Values dialog.

    You select one or more values to use in the condition.

  • Click Create Calculation to display the Edit Calculation dialog.

    You create a calculation to use in the condition.

  • Click Select Item to display the Items dialog.

    You select an item to use in the condition.

Match case

Use this check box to match upper and lower case text data exactly. When selected, the match value 'New York' would not return data for 'new york'.

Advanced

Use this button when you want to create more than one filter criterion. Here, you display additional fields and buttons used to create advanced conditions (see "New Condition dialog (Advanced)").