Attribute-to-attribute qualification

An attribute form is descriptive information about a business attribute. For example, the attribute Customer can have the forms First Name, Last Name, Address, Email Address, and so on. A form is a descriptive category for any data that your organization saves about any of its attributes. Just as an attribute element is a distinct occurrence of an attribute, a form defines the attribute.

Attribute-to-attribute qualifications allow you to compare attributes based on the value of their attribute forms. For example, you can return data for only new customers whose First Order Date is equal to their Last Order Date.

The procedure below shows you how to create a stand-alone attribute-to-attribute qualification filter.

To filter data using an attribute-to-attribute qualification

    1.  

  1. On the project's main page, click Create Filter. The New Filter page opens.

  2. In the pane on the left, navigate to the first attribute whose form you want to use to filter report data.

  3. Right-click the attribute and select Add to Filter.

  4. Click Qualify.

  5. From the first drop-down list, select the form to use to filter the data.

  6. Click the Attributes icon Compare Attributes icon. The Select an Object dialog box is displayed.

  7. Navigate to and select the second attribute to use in the comparison.

  8. Click OK to return to the New Filter page.

  9. From the second drop-down list, select the operator that describes how you want to filter data, such as Equals or Less Than.

  10. In the last drop-down list, do one of the following:

  11. Click the Apply icon Apply icon to create your filtering condition.

  12. Click Save As. The Save As dialog box opens.

  13. Navigate to the folder where you want to save the filter. Type a Name and Description for the filter, and click OK. Your new filter is saved.

The filter that you created can now be added to a report. For steps, see Adding a stand-alone filter to a report.