Once you have created a custom group, you can define filtering conditions
using the Condition Editor, allowing you determine which data is included
in a custom group element.
For an introduction and examples of custom groups, and steps to create
a custom group, see the Custom Groups
and Consolidations chapter of the Advanced
Reporting Guide. For information on qualifications in general,
see the sections on filters in the Basic
Reporting Guide and the Advanced
Reporting Guide.
The table below provides steps to define a filtering condition for a
selected custom group element.
Goal |
Steps |
Filter data based on the value of an attribute form |
Click Browse,
then locate and select the attribute to use to filter data.
Select the attribute form you want
to filter data based on.
Select the operator that describes
how you want to filter data, such as Begins With or Less Than.
Do one of the following:
Depending
on the operator you selected from the previous drop-down menu, you may
need to select additional values. For example, the operator Between requires
two values.
Click OK
to return to the Custom Group Editor.
|
Include or exclude data for attribute elements in a specified list |
Click Browse,
then locate and select the attribute to use to filter data.
Do one of the following:
Click Browse
elements. A list of attribute elements is displayed.
Select the attribute elements for
which you want to include or exclude data.
Click OK
to return to the Custom Group Editor.
|
Filter data by comparing two attribute forms
You can compare:
|
Click Browse,
then locate and select the first attribute to use to filter data.
Select the attribute form you want
to filter data based on.
Select the operator that describes
how you want to filter data, such as Equals or Does not equal.
Click Select
attribute, then locate and select the second attribute to use in
the comparison.
Select an attribute form for the second
attribute. This is the value that will be compared against the form of
the first attribute.
Click OK
to return to the Custom Group Editor.
|
Filter data based on the value of a metric |
Click Browse,
then locate and select the metric to use to filter data.
Select the operator that describes
how you want to filter data, such as Equals or Does not equal.
Type the value in the field. This
is the value that will be compared against the selected metric.
Click Select
attribute, then locate and select the attribute to use for the
output level for the condition.
For example, you create a condition to filter data for revenue values
greater than $5 million. If you specify Year as the output level, the
custom group displays revenue for years in which the revenue is greater
than $5 million. For more information on the output level of a metric
qualification, see the Advanced Filters
chapter of the Advanced Reporting Guide.
Click OK
to return to the Custom Group Editor.
|
Filter data by comparing the values of two metrics |
Click Browse,
then locate and select the first metric to use to filter data.
Select the operator that describes
how you want to filter data, such as Begins With or Less Than.
Click Select
metric, then locate and select a second metric. This is the value
that will be compared against the first metric.
Click Select
attribute, then locate and select the attribute to use for the
output level for the condition.
For example, you create a condition to filter data for revenue values
greater than cost. If you specify Year as the output level, the custom
group displays revenue for years in which the revenue is greater than
cost. For more information on the output level of a metric qualification,
see the Advanced Filters chapter
of the Advanced Reporting Guide.
Click OK
to return to the Custom Group Editor.
|
Filter data using a report |
Click Browse.
Locate and select the report object
to use to filter data.
Click OK
to return to the Custom Group Editor.
|
Filter data using a filter |
Click Browse.
Locate and select the filter object
to use to filter data.
Click OK
to return to the Custom Group Editor.
|
Filter data using a prompt |
Click Browse.
Locate and select the prompt object
to use to filter data.
Click OK
to return to the Custom Group Editor.
|