Applying a Table Filter
You can filter cells to focus on a specific set of data in a table or you can exclude
non-relevant cells.
Context
You can filter a table by selecting cells in the table, by choosing members from a
list, or for certain types of dimensions (for example, date dimensions), by defining
a range. Table filters apply only to the data in the table.
Restriction
When applying a filter to a custom property of the account dimension, the filter does not
work as expected. For example, calculated accounts and any accounts with child
accounts that match the filter would be included. See SAP Note
2931452
for information about the limitations.
Procedure
-
If you want to filter by selecting cells in the table:
-
Select the cells to filter on or to exclude.
-
Right-click and then select
Filter or
Exclude.
-
If you want to filter by choosing members from a list, or by defining a
range:
-
Open the Builder tab in the
Designer panel.
-
In the Filters area, select Add
Filters.
-
Select or search for the dimension you'd like to filter.
Some types of dimensions, for example date dimensions, can be
filtered by choosing members or by defining a range. Those
dimensions appear twice in the list, with
(Member) and
(Range) suffixes.
Tip
Viewers can reset any changes that they made to filters
and input controls to get the original view of the story by
selecting

(
Reset Story) on the story
toolbar.
Filter options |
Description |
Choosing members: select members from the
Available Members list.
|
The members you choose appear in the
Selected Members list on
the right.
You can use the Search
function to find the members you want.
|
Defining a range: select a
Dynamic or
Fixed range type
|
Date ranges can be fixed or dynamic; for example, you could choose the fixed range
January 2019 to December 2019. If this story is
opened in 2020, the story will still show 2019
data. Dynamic date ranges shift based on the
current date. They also offer a few more
granularities, such as current year, current
quarter, and current month, as well as ranges that
are offset from the current date.
If the time dimension is added to the table, you
can also select the
(Filter) icon next to it in
the Builder panel to choose
from preset dynamic filters such as Current Month
or Current & Next Quarter To Date.
For more information, see Story and Page Filters.
|
Allowing modifications: select Allow
viewers to modify selections.
|
If you allow viewers to modify filter selections,
they can either toggle on and off each filter
value (with the Multiple
Selection option), or select a single
filter value (with the Single
Selection option).
|
Changing drill levels for date range filters:
select Unrestricted
Drilling.
|
Unrestricted drilling lets you drill to any level
in the hierarchy, no matter what the filter or
date granularity is set to.
Note The Unrestricted
Drilling option is only available for
date range filters in charts and tables.
|
-
Select OK to create the filter.
The filter appears at the top of the table, and in the
Filters area in the
Builder tab.