Using the Business Filter Widget

The Business Filter widget to filter the data in the pipeline to create a subset of the data records which are available by applying the business filters. This allows you to search and analyze behaviors of interest

Before adding or configuring a Business Filter, you must first have created the pipeline and added either a Data Forge or Data Transformation.

1. In the Pipeline Designer page, select the pipeline where you want to add or modify the Business Filter. The Pipeline Canvas displays.
2. To add a Business Filter to a Data Forge, click Add To , and then select Business Filter. Alternately, you can right-click on the Canvas to display the list of widgets, select Business Filter and associate the Business Filter with the Data Forge.

   Note:

   Business Filters must be associated with a Data Forge.
3. Click Options then click Edit. The Business Filter pane displays.
4. Under Basic Configuration, provide the following details:
   1. Enter the Name for the business filter. This field allows only the following characters: A-Z a-z 0-9 '_' For example, Abc_123 or Abc 123
   2. Connected Sources lists the name of the connected Data Forge or Data Transformation.
5. Click List of Filters to add a Business Filter which has already been created for columns in your data set. Use the selectors to select one or more filters as needed.
   You can delete Business Filters from the List of Filters tab. Click Delete corresponding to the business filter that you want to delete. A dialog box opens. Click Delete.
   The system verifies that this business filter is not in use by any pipeline. If this filter is enabled in any pipeline, an error message displays and the business filter can not be deleted. Otherwise, the selected filter is deleted.
6. The Questionnaire tab lists the mapped filters, which are the filters you selected in the previous step. Based on the Filter Type, you can further refine the filter.
   1. For Include-Exclude types, use Include and Exclude to include or exclude one or more specific fields. For example, Include Retail Banking.
   2. For Yes-No types, use Yes and No to choose whether to enable this filter.
   3. For Filter types, use the drop-down lists to select the operators and code values. Select Parameter if you want to filter based on one or more specific fields.
   4. Use Add Filter to add a new business filter to the List of Filters.. For more information about how to add a filter, see Adding New Business Filters
   5. You can add additional conditions.
   6. You can add a Runtime Parameter to the Business Filter by clicking Add Run Time Parameter . For more information about how to create run time parameters, see Creating Runtime Parameters.
7. Click Save. A confirmation message displays.