Filtering Tables

For databases with many tables, it can help to filter out tables you do not need from the Table catalog. The table filter enables you to specify filter conditions based on table name, owner name, or table type (table or virtual views).

Note:

The table filter works with all database server connections except ODBC. If you are working with a Sybase or Microsoft SQL Server database, modify the connection and specify that Interactive Reporting Studio use SQL statements to retrieve the Table catalog before filtering tables.

Typically, you filter tables when creating an Interactive Reporting database connection file, although you can modify an existing Interactive Reporting database connection file later to filter tables.

  To filter tables from the Table Catalog when creating an Interactive Reporting database connection file:

  1. Select Tools, then Connection, and then Create.

    The Database Connection Wizard is displayed.

  2. Select the connection software used to connect to the database server from the pull down list in the What connection software do you want to use? field.

  3. Select the database server in the What type of database do you want to connect to? field.

  4. Select Show Advanced Options and click Next.

  5. Connect to the data source and click Next.

    The dialog box varies according to the connection software you are using. In most cases, you need to specify a user name, password and host name. Click Next.

  6. Click Define next to a table name, table owner, or table type filter check box.

  7. Select a comparison operator from the drop-down box. The filter constraints determine which tables are included in the Table catalog.

    Complete a filter definition by doing one of the following:

    • Enter constraining values in the edit field and select the check mark.

    • Click Show Values to display a list of potential database values and select values from the list.

    • If you are comfortable writing your own SQL statements, click Custom SQL to directly code table filters that have greater flexibility and detail.

  8. Click OK.

    Interactive Reporting Studio prompts you to save the filter settings. Once saved, a check mark displays in the appropriate filter check box, which you can use to toggle the filter on and off.

    Note:

    After you complete the Data Connection Wizard, verify that the filter conditions screen out the correct tables. In the Catalog frame, select Refresh on the shortcut menu.

  To filter tables from the Table Catalog when modifying an Interactive Reporting database connection file:

  1. To filter tables for the current connection, select Tools, then Connection, and then Modify.

    The Meta Connections Wizard dialog box is displayed.

  2. To filter tables for another connection, select Tools, then Connections Manager, and then Modify.

    The Connections Manager dialog box is displayed. In the Document Connections frame, select the Interactive Reporting database connection file and click Modify.

    The Meta Connections Wizard dialog box is displayed.

  3. Configure the first Wizard as necessary, and then click Next to go to the second Meta Connections Wizard dialog box.

  4. Configure the second Wizard as necessary, and then click Next to go to the third Meta Connection Wizard dialog box.

  5. On the third Meta Connection Wizard dialog box, click Define next to a owner, table or type filter check box.

    A Filter dialog box is displayed. The Filter dialog boxes resemble and operate using the same principles as the Limit dialog box.

  6. Select a comparison operator from the drop-down box. The filter constraints determine which tables are included in the Table Catalog.

  7. Complete a filter definition by doing one of the following:

    Enter constraining values in the edit field and select the check mark.

    Click Show Values to display a list of potential database values and select values in the frame.

    If you are comfortable writing your own SQL statements, click Custom SQL to code table filters directly with greater flexibility and detail. For example, you can write a SQL filter, which enables only tables beginning with “Sales” to be displayed in the table catalog. As new “Sales” tables are added to the database, they automatically are displayed in the Table Catalog.

  8. Select any other customizing options to apply, and click OK.

    You are prompted to save the filter settings. Once saved, a check mark is displayed in the appropriate filter check box, which you can use to toggle the filter on and off.

  9. Click Next to continue through each dialog box, selecting any preferences for theInteractive Reporting database connection file.

  10. Click Finish.

  11. In the Hyperion dialog box, click Yes to save the Interactive Reporting database connection file.

  12. In the Save Open Catalog dialog box, browse to a directory, enter the new connection name in the File Name field, and then click Save.

  13. In the Table Catalog of the Query section, select Refresh on the shortcut menu to verify that the filter conditions screen out the correct tables.