Attribute Element List Qualification Filter

The elements of a business attribute are the unique values for that attribute. For example, 2011 and 2012 are elements of the Year attribute, while New York and London are elements of the City attribute.

 

On a report, attributes are chosen to build the report, and once the report is executed, the attribute's elements are displayed in the rows or columns.

 

The filter type called an attribute element list qualification qualifies (or filters) report data based on a list of attribute elements belonging to an attribute. For example, the attribute Customer has elements - individual customer names. For a report containing the attributes Region, Customer, and Income Range, use an attribute element list qualification on the attribute Customer to obtain income data for only those customers specified in the filter.

To create a stand-alone attribute element list qualification filter:

  1. On the project's main page, click Create Filter to view the New Filter screen. Or, from the Admin menu, choose Filter. From the Filters page, click the Create Filter icon.

  2. In the pane on the left, navigate to the attribute that has the elements to filter a report's data.

  3. Right-click the attribute and select Add to Filter.

To create the list of elements which the filter will use to filter data:

  1. Click Select.

  2. From the In List drop-down list, select one of the following:

  3. The Available pane displays the elements that belong to the attribute chosen for this filter.

  4. Select an element and then click the right arrow to move the element to the Selected pane. Press CTRL to select multiple elements. If the Available list contains a large number of elements, use the Search for field to locate the elements to select.

To search for objects:

  1. Beginning with specific letters, by typing those letters followed by an asterisk. For example, to find regions beginning with south, type south* in the Search for field and click the Filter button. South, Southeast, and Southwest are displayed.

  2. Ending with specific letters, by typing an asterisk (*) and those letters. For example, to find regions ending with west, type *west in the Search for field and click the Filter button. Northwest and Southwest are displayed.

  3. With a specific name, by typing the name in quotes (" "). For example, to find the South region, type "South" in the Search for field and click the Filter button. South is displayed, but not Southeast or Southwest.

  4. Beginning with specific letters and ending with specific letters, by typing the first letters, then an asterisk (*), then the last letters. For example, to find regions beginning with S and ending with th, type s*th in the Search for field and click the Filter button. South is displayed.

  5. Containing specific letters, by typing the characters separated by the percent sign (%). For example, to find regions that contain both S and th, type s%th in the Search for field and click the Filter button. South, Southeast, and Southwest are displayed.

  6. Based on an attribute form, by typing the name of the attribute form in brackets [] followed by a colon and the value to search for. For example, to find customers with the first name Maxwell, type [First Name]:Maxwell in the Search for field and click the Filter button. Maxwell Perez is displayed, but not Delores Maxwell.

  7. Click Apply to create the filtering condition.

  8. From the File menu, select Save As and navigate to the desired folder. Enter a name and description for the filter in the Name and Description fields, and click OK to save the filter.

The filter can now be added to a report.

Related Topics

Adding a stand-alone filter to a report

Attribute form qualification

Attribute-to-attribute qualification

Filtering data based on dates

Metric set qualification

Metric-to-metric qualification

Shortcut-to-a-report qualification

Shortcut-to-a-filter qualification

 

 

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