Custom Values

A Custom Values list can be used to set a filter and are created by or supplied to you. One reason to use custom lists with a distributed Interactive Reporting document file is that many data items change very rarely. For example, a Gender item has three consistent values (male, female, and unknown). A Product line item has many more items, but may only change every year or so. Under these circumstances, it makes sense for you to select from a custom values list.

The initial custom values shown in the values pane originate and are saved with the Interactive Reporting document file.

  To apply a custom value as a filter:

  1. Select Include Nulls to include data where the data item has no value.

    Retrieves records where the filtered item has no value; for example a field in which no data has been entered. A null value is not equal to zero.

  2. Select a comparison operator to use for filtering value.

    Select the NOT check box to negate the operator it precedes.

    For example, if you select the > Greater Than operator and specify a value of 10,000, values greater than 10,000 are returned.

    For a list of valid comparison operators, see Comparison Operators.

  3. In the Values field, enter the values to which you want to set as a filter.

  4. To add the value, select +(the addition sign).

    To remove a value from the Values panel, highlight the item in the Values pane and click the - (subtraction sign).

  5. Click Set.

    To suspend a filter temporarily without deleting it, click Ignore.