Filter Your Dataset
If you have not already done so, complete Step Two: Add Fields and Join Record Types.
The following steps show you how to filter you dataset query results. Criteria filters that you apply to the dataset are propagated to any new or existing workbook visualizations that you create based on the dataset. For example, if you create a criteria filter to exclude any sales orders created in the last week, data from those sales orders are not presented in any previously associated workbook visualizations, or new visualizations that you create using this dataset.
To filter your dataset:
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On the Dataset Builder, drag a record field or formula field from the Fields list to the Criteria Builder above the Data Grid.
(Optional) If the field you want to use is already in the Data Grid, drag the field header from the grid to the Criteria Builder.
The Filter window appears.
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In the Filter window, select the filter conditions you want to apply to the field. Up to four options are available for filtering the data, depending on the type of field that is selected:
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Values: Existing values or dates from the source data, or custom values
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Ranges/Date Ranges: Range of values or dates available in the source data
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Relative Conditions/Relative Dates: Conditions relative to the existing values in the source data
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Conditions/Specific Dates: Specific value or date and an expression
For the purposes of this tutorial, no filter conditions are required.
Note:If you want to group filter conditions, click New Group. Grouped filters are considered one item in the list of conditions and are evaluated in the order that they appear in the Criteria Builder. For more information, see Grouping Filters.
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Repeat steps 1–2 for each filter you want to define.
By default, filters are added using an AND operator. To change the relationship between filters and filter groups, click AND and select OR from the popup window.
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After you define each filter, the Data Grid is updated with only the data that matches your selected criteria and a criteria summary is displayed above the grid.
Important:If you want to convert field values that are in multiple currencies, you must do so from within a workbook visualization or using a custom formula field with the TO_NUMBER function. For more information, see Currency in Datasets and Workbooks.
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Click Save.
The Save Dataset As window appears.
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Enter a name and description for the dataset in the fields provided.
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Click Save.
Continue to Step Four: Create a Workbook Based on Your Dataset.