Typical Workflow for Filtering and Selecting Data

Here are the common tasks to start filtering and selecting data to display in analyses.

Task Description More Information

Create an analysis

Select and arrange columns that you want to use in an analysis.

Creating Your First Analysis

Create a filter

Limit the results that are displayed when an analysis runs.

Creating Filters for Columns

Edit a filter

Change the operator and values in a filter.

Editing Filters for Columns

Save a filter

Save filters in the catalog or with the analysis.

Saving Filters

Create a selection step

Select members, new groups, existing groups, new calculated items and conditions for displaying data.

Creating Selection Steps

Create a group

Group column values for display in an analysis.

Creating Groups and Calculated Items

Create a calculated item

Apply a function to column values to calculate a new value.

Creating Groups and Calculated Items