Setting Up Filters

This topic provides an overview of filters and discusses how to:

Define filters.
Specify filter selection criteria.
Use the tree viewer.

Pages Used to Set Up Filters

Page Name	Definition Name	Navigation	Usage
Filter	PF_FILTER_DEFN	select EPM Foundation, then select Business Metadata, then select Constraint and Expressions, then select Filter, then select Filter	Define a filter and specify the datamap.
Filter - Selection Criteria	PF_FILTER_SEQ	select EPM Foundation, then select Business Metadata, then select Constraint and Expressions, then select Filter, then select Selection Criteria	Define selection criteria for business rules.
Tree Viewer	PSTREEVIEWER	Click the Tree button on the Filter - Selection Criteria page. This appears only if you select an operation involving trees.	View all tree nodes. Select a node to be displayed in the value field on the Selection Criteria page by double-clicking the node.

Understanding Filters

Filters are used extensively by the PeopleSoft EPM engines to define subsets of data to perform operations or calculations on. In your datamap, you define which columns from the tablemap to use in processing. Filters enable you to specify which rows to use from those columns, similar to a WHERE clause in a query.

In general, the PeopleSoft EPM engines use set-based processing to process large amounts of data as efficiently as possible. Filters enable you to define what subset of data gets processed by or uses a specific business rule. Not every row of data may be necessary to process your data. Filters enable you to select only those rows you want.

You can create multiple filters based on a single datamap. In addition, your filters, and thus your business rules, can be different for each SetID, making the enrichment engines behave differently for the same rules in a different business unit.

Filter Page

Use the Filter page (PF_FILTER_DEFN) to define a filter and specify the datamap.

Navigation

select EPM Foundation, then select Business Metadata, then select Constraint and Expressions, then select Filter, then select Filter

Image: Filter page

This example illustrates the fields and controls on the Filter page. You can find definitions for the fields and controls later on this page.

DataMap Code

Select the datamap for which you want to define filters.

View/Edit Datamap

Click to transfer directly to the DataMap page for the selected DataMap to review it or make changes.

Notes

Enter any notes to further describe the filter.

When you have finished defining your filter, click the Compile button to compile the filter. This compilation sets the as of date of the filter equal to the effective date. If you want to change the as of date, you must recompile after updating the Effective Date field. Use the Mass Validate utility to validate against as of dates

Filter - Selection Criteria Page

Use the Filter - Selection Criteria page (PF_FILTER_SEQ) to define selection criteria for business rules.

Navigation

select EPM Foundation, then select Business Metadata, then select Constraint and Expressions, then select Filter, then select Selection Criteria

Image: Selection Criteria page

This example illustrates the fields and controls on the Selection Criteria page. You can find definitions for the fields and controls later on this page.

On this page, you can add or delete actual data values that make up your filter. You can have multiple filter rules.

Open

Select the number of left parentheses needed for the selection criteria. You may have multiple parentheses in a case such as ((X or Y) and Z).

DataMap Column

Select the columns from the datamap for which you want to define filter criteria.

Oper (operation)

Select the operation to be used as selection criteria. The current operations available are equal to, greater than, less than, greater than or equal to, less than or equal to, not equal to, In Tree, Not in Tree, In MetaTree, and NotInMetaTree.

Like is valid only for character type columns that have no associated lookup tables in the datamap. The value column for this operator must have a pattern search wild card, for example % or _.

If you specify an operation of In Tree, click the Tree button that appears alongside the Oper field to specify the tree name and tree node that you want to use as selection criteria. You can search in the Lookup Tree ID page for your tree if it is not displayed. If you still can't find the tree, verify that when you added the tree in the Tree Manager, you also created a record in the Tree Metadata page. This record identifies the engines where the flattened tree data is stored. On selecting the tree name, other information that is related to the tree is retrieved and then sent to the tree viewer (PSTREEVIEWERWRK). All the nodes can be seen here. The node you select here will be displayed in the Value field.

Obj (object)

Select this check box to select from a list of predefined value objects for the value setting. The Obj check box appears if you select any operand other than the tree choices.

Filter Tree

Select this to access the Tree Viewer page and view the tree nodes associated with the tree.

This button only appears if you select one of the tree options for the Operation field.

Value

Select the value that the column is to be evaluated against. If you've defined a lookup table for the column in the datamap, you are prompted to select from a list of valid values.

Select the number of right parentheses that are needed for the selection criteria.

And/Or

Select either an AND or an OR join for the filter criteria.

Aggr (aggregate)

Select to aggregate the values.

Note: Remember that the Resolver resolves the following fields, so you do not have to include them as selection criteria: SetID, business unit, scenario ID, effective date, as of date, fiscal year, and period.

Tree Viewer Page

Use the Tree Viewer page (PSTREEVIEWER) to view all tree nodes. Select a node to be displayed in the value field on the Selection Criteria page by double-clicking the node.

Navigation

Click the Tree button on the Filter - Selection Criteria page. This appears only if you select an operation involving trees.

Image: Tree Viewer page

This example illustrates the fields and controls on the Tree Viewer page.

You can expand all levels of the tree to view detailed information. Double-click the folder button to expand specific levels. Select the node of the tree that you want to use and click the Select button to return to the Filter - Selection Criteria page. The value field is populated with the node that you selected.