Filtering Dimensions

When you create relationships between dimensions, you can also restrict the set of members available from the source application. The filter is applied at synchronization execution against the source dimension members. Some instances require filtering. For example if you move data from Entity_1 in the source to Entity_2 in the destination with a January to February Period mapping, a filter on the source is required to extract only from Period—January; otherwise, results may be unpredictable.

Filtering constraints:

  • Filters are not supported for flat files.

  • Function filters are not supported for interface tables; however, EQUAL and LIKE are supported.

After you create and save a filter, it is available from the Data Synchronization tab. You can share the filter across different data synchronization objects.

Tip:

For optimum performance, it is important to use filters on all dimensions when you are synchronizing data between applications. For information on filtering dimensions for applications, see Adding Members to Applications.

  To filter dimensions:

  1. Right-click a dimension, and select Create Filter.

    The Filter Criteria box is displayed.

  2. Select a filter. (EQUAL, LIKE, or FUNCTION).

    Note:

    You can create multiple filter selections, by delimiting each entry with a semicolon; for example, Actual; Budget.

    • EQUAL—any valid member, such as Actual for the Scenario dimension.

    • LIKE—use wild cards in the filter:

      • * for multiple characters (Only use * wildcard characters at the end of a string)

      • ? for single character

        For example:

        Actua? or Act* returns Actual

        J?? or J* returns Jan, Jun, and Jul

    • FUNCTION—use any valid member selection function, such as BottomOfHierarchy() retrieves the base level members for the dimension. See Member Query Functions Used by the Data Synchronizer for a list of functions that Performance Management Architect supports.

  3. Enter the member to filter by.

    The Filter Criteria box is displayed.

  4. Select multiple members to filter by and click Select Button. Then, click OK.

    Note:

    You can insert multiple members, separated by a semi-colon (;). For example, “Descendents(NetProfit);Children(Sales);NoMember”.

    Tip:

    If you cannot find a member, you can search for members in the member selector.

  5. Click OK.

    When a filter is applied in the dimension mapping, a funnel is displayed next to the dimension.