Adding and Editing Filter Criteria

  To add or edit filter criteria:

1. If you created a new synchronization, the Dimension Mapping is automatically displayed. Otherwise, to access the Dimension Mapping, in the Data Synchronizer, right-click a synchronization and click Edit.

   The Dimension Mapping is displayed.

2. Right-click a dimension, and do either of these tasks, depending on whether you want to add or edit filter criteria:

   • To add filter criteria, select Add Filter Criteria.

   • To edit filter criteria, select Edit Filter Criteria.

   The Filter Criteria dialog box is displayed.

   

3. 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.

4. Enter the member to filter by or click .

   The Filter Criteria dialog box is displayed.

5. Select multiple members to filter by and click . 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.

6. Click OK.

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

   Note:

   You can use Save As to save a copy of the reusable filter.