Filter Data at the Dataset-Level

Use these steps to create a filter in the dataset that limits the data available in a workbook.

You can filter data on multiple tables and columns. For example, you might apply a filter to a SCHOOLS_METRO column in a SCHOOLS table and to a TOTAL_DONATIONS column in a DONATIONS table using SCHOOLS.SCHOOLS_METRO='rural' AND DONATIONS.TOTAL_DONATIONS > 10000.
When you apply filters to a dataset, the filters are applied when you create workbooks based on that dataset.
  1. On your home page, select a dataset, click Actions, and select Open.
  2. Click the Join Diagram tab.
  3. Click the dataset filter bar icon Dataset filter bar icon on the toolbar. in the dataset filter bar click Add Filter.
    Description of dataset-filters-1.png follows
    Description of the illustration dataset-filters-1.png

  4. In the Expression box, enter the logical expression that filters the data. using single quotes around data values.
    Description of dataset-filters-2.png follows
    Description of the illustration dataset-filters-2.png

    Tip: Start typing a column name to see a popup list of matching columns that you can select. Click f(x) to display the function picker.
  5. Click Validate and click Apply.