Applying a filter to a report instance: View filters

Once a report is displayed, you can narrow its results by applying a View filter to the report. The View filter can include one or more filtering conditions that restrict the data displayed in the original report. Unlike the report filter, once the View filter is applied it does not retrieve data from the data source. Instead, a View filter restricts data based only on the report results already displayed on the screen.

You can create a view filter by qualifying on any attribute or metric on your report. While attribute and metric qualifications both restrict the data displayed on the report, they are both created and defined in slightly different ways.

You can create a view filter in any report, as long as you have an OLAP Services license. This includes reports connected to an Intelligent Cube, reports returning information directly from a data warehouse, Freeform SQL reports returning information from Excel spreadsheet, and so on.

For example, in the report below, the View filter is applied after the original report was executed. The original report included data for all seven regions. When the View filter condition is applied, the only data displayed on the report is for regions that generated more than $2,000 in profit. Therefore, only three of the original seven regions are displayed in the new report results.

 

Example of a View Filter

 

To use View filters in Report Services documents, see Creating, editing, and deleting view filters in Grid/Graphs in documents.

Prerequisites

To filter data displayed on a report using the View filter

  1. Click the name of a report to execute it.

  2. From the Tools menu, select View Filter.

  3. In the View filter, click Add Condition.

  4. From the Filter On drop-down list, select the object (attribute or metric) on which you want to base your filter.

    Note
    : If you want to create a custom filter expression, you can do so in Desktop. Contact your Administrator for more information.

  5. Depending on the type of object you are filtering on, a different set of choices appears, as described below:

  6. Click the Apply icon Apply icon to apply the new filter to the report.