Configure Filters for Graphs
You can configure graphs that specify filter criteria that enables you to page through data in the graph by one or more hierarchy levels. For example, you might want to filter for product category when analyzing your plan.
After you analyze one product category, you can select another product category to review from the filter bar above the graph. Specify the filter criteria in the Selector Tool dialog box, Layout tab, Filters section.
The hierarchy levels that you selected on the Hierarchies tab are available to select as filters. You can select one or more levels of a hierarchy for a filter. However, if you also selected the hierarchy for the X-axis or Y-axis, then you can't select all of the hierarchy levels for filters. At least one hierarchy level must be used for the X-axis or Y-axis.
The members of the levels that you select are used to filter the data shown in your graph. You can select the level member value of interest from a set of values in the filter bar above the graph.
Let's work through an example of setting up filters for a graph:
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In the Selector Tool dialog box, on the Hierarchies tab, select the Time, Product, Organization, and Customer dimensions.
All levels are selected by default. The levels that you select for the dimensions become visible in the Filters section.
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On the Layout tab, in the X-Axis section, select Gregorian Calendar.
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In the Y-Axis section select the Product hierarchy and Measures.
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In the Filters section, select to filter on Quarter and Zone.
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Click Apply and Close.
When you display the graph, you can see the Quarter and Zone filters above the graph. Months are on the X-Axis and items are on the Y-Axis. The months shown are determined by the selected quarter, based on the Gregorian calendar. So, for Quarter 1, the graph displays January, February, and March on the X-Axis. Levels not selected on the axes or in the Filters section, such as Organization, aren't included in the graph.
For the X-axis and Y-axis, if one or more levels are selected on the Hierarchies tab, such as Year, Quarter, and Month, the graph displays with the highest level. You can drill to lower levels that aren't selected in the Filters section.