Adding Reusable Filters

There are several rules for reusable filters:

  • You can add reusable filters to existing filter criteria on a source dimension. Existing filter criteria is combined with reusable filter criteria.

  • Deleting the dimension associated with a reusable filter object invalidates the object, but it is not deleted.

  • If you edit a reusable filter object, the changes are applied to all instances of the filter that you included in Data Synchronization objects.

  • If you edit the reusable filter criteria associated with a source dimension, the change only applies locally and does not impact the reusable filter object.

  To create a reusable dimension filter:

  1. Select Navigate, Administer, Data Synchronization.

  2. When the Data Synchronizer tab is displayed, select File, New, Filter Definition.

    The Filter Definition Wizard is displayed.

  3. For the Filter Definition, do the following tasks:

    1. Select the application for which you want to create the reusable filter.

    2. Select the dimension type.

    3. Select the dimension for which you want to create the reusable filter.

      Note:

      You can select a shared dimension if you select the shared library from the Application drop-down list.

    4. Select the filter type (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.

    5. In Filter Criteria, enter the member to filter by or click Browse Button.

      The Filter Criteria dialog box is displayed.

    6. 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. See Searching for Members Using the Member Selector.

  4. Click Next.

  5. For the Filter Properties, do the following tasks:

    1. Enter a name for the reusable filter.

    2. Enter a description of the reusable filter.

  6. Click Finish.

    After you create the reusable filter, an icon of it is displayed on the Data Synchronizer tab. A summary of the filter's properties (such as the filter name, description, and creator, as well as the application and dimension for which the filter was created) is displayed below the icon.

    Note:

    While saving the data sync definition, if there are unmapped source dimensions without filters, then an Informational dialog is displayed stating this. After you click OK, a filter of type [LIKE] and criteria * will be applied to all of the unmapped source dimensions that did not have a filter.