Filters can be helpful in improving the view’s initial performance by reducing the amount of data the view returns by default.
Filters can be defined at three levels:
- In the Domain Designer.
- When creating a view from a Domain (in the Data Chooser).
- In the Report Editor
In addition, you can control how and what filters are applied to a field or fields by using custom expressions. For more information, see Custom Filtering.
To create a filter in the Report Builder:
- Right-click a field in the Data Source Selection panel and select Create Filter. A new filter appears in the Filters panel. If the Filters panel was hidden, it appears when you create a new filter. Note: If the results are empty and you don’t understand why, check for an incompatible combination of filters and input controls. Click to compare input controls with the filters in the Filters panel.
- Use the fields in the filter to change its value. Depending on the datatype of the field you selected, the filter maybe multi-select, single-select, or text input.
- Click and select Minimize All Filters or Maximize All Filters to toggle expansion of the items in the filter.
- Click and select Remove All Filters to remove the filters.
- Click to hide the filter’s details. Click to display them again.
- Click the Select All check box (if it appears in the Filters panel) to select all values currently available in the dataset. The Select All check box does not appear in the Filters panel for numbers and dates.
Note: The Select All check box doesn’t guarantee that all values are selected every time the report runs. Instead, the check box is a shortcut to help you quickly select all the values currently available in the dataset. To ensure that all values appear in the view whenever it is edited or a report is run, remove the filter entirely. On the panel, you can also create a filter from the right-click context menu of a column in a table. On the Chart tab, you must right-click the field in the Data Source Selection panel.
When you change a filter, the server uses the filter’s new value to determine what data to display. If you change only the operator in a filter, you must deselect the value in that filter, then reselect it to apply the updated filter.
For filters with multiple values, you do not need to reselect all values. After changing the operator, use Ctrl-click to deselect just one of the values, then Ctrl-click to reselect that value.
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