Filtering Rules When Creating a User Request

The following filtering options are available to help you narrow down the available rules when creating a user request:

  • Name Filter: Match rule name with "Starts With", "Ends With", or "Contains" operators

  • Member Filter: Member matching within rule components

  • Formula Filter: Match custom rules based on whether a member is present in the formula

You can also join filter clauses using AND/OR within the same filter type, and join compound phrases of multiple filter types using AND.

Filter Examples

Compound Name Filter

List rules with names starting with 'Utility' and ending with 'Allocation' within current model

Complex Member Filter

List rules with member 'AllProducts' for 'Product' dimension with filter 'Bikes' and 'Sales Rep' as 'Allison Jackson' in 'Destination' component

Compound Formula Filter

List rules with member 'member101' and 'member102' used in formula

Compound Name Filter with Member Filter

List all rules with names starting with 'Rent' and containing 'Utilities' and have same as source enabled on 'Account' dimension