1. User Guide
  2. Business Rules Administration
  3. Application Specific Rules
  4. Allocation Specification
  5. Detail Screen
  6. Driver Process Tab
  7. Dynamic Driver
  8. Other Filters Pane

5.3.1.1.5.3.5 Other Filters Pane

You may optionally select a Data Filter, a Group Filter, an Attribute Filter, or a combination filter between a ‘Data and Attribute Filter’ and a ‘Group and Attribute Filter’ to further constrain your Source Data.

Figure 5-15 Other Filters Pane


The Other Filters Pane displays the options to select either a Data Filter or No Filter.

Data Filter or Data Element Filter is a stored rule that expresses a set of constraints on table columns. You can build a data filter on regular columns of instrument tables, management ledger tables, transaction summary tables, the portfolio table, or a lookup table or on any registered placeholder column.

We can combine different data filters with a logical AND condition and we call this new filter as the Group Filter. A group filter applies the conditions of all the individual data filters, over the dataset it is applied on.

Attribute filters are used to filter records based on one or more dimension type Attributes. An attribute filter filters the records for which the dimension members satisfy the given attribute conditions.

A Hierarchy filter can be used to filter members from a dimension hierarchy. Applying this filter, it filters the records that contain the members specified in the hierarchy filter.