Applying a Story or Page Filter
Prerequisites
Procedure
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From the Add Time Filters list, you can quickly create a
dynamic time filter that shifts based on the current date, such as Month to Date
or Previous Quarter.
- Choose which periods to include, for example, Previous or Current & Next.
- If you have multiple date dimensions, pick the one that you want to filter.
- Select the granularity of the time period under Full Period or To Date, depending on the range that you want to include.
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To change the display information for the filter, select to
expand the Available Members menu, and then select
Show Description or Show
Hierarchy options:
Depending on your data source, these options may not be available.
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Show Description lets you choose from the following options:
- Description
- ID and Description
- ID
-
Show Hierarchy lets you choose a Flat presentation or an available hierarchy.
When you change how the dimension information is displayed, the corresponding tooltip is updated.
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To display dimension members that don't contain any data, switch the
Show unbooked members option
On.
If the Show unbooked members option is Off, only those members that contain data will be displayed. For example, if you are filtering a currency dimension and only the Euro and US dollar members contain data, the rest of the currency members will not be displayed.
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To filter
certain dimensions by selecting a range, choose the option Filter by
Range instead of Filter by Member.
If you're defining a measure-based filter, it's filtered by range automatically, and these options aren't shown.
Configure the filter range as follows (some of these configurations are available only for measure-based filters, and some are available only for dimension-based filters):
- For measure-based filters, select the Dimension
Context.
The dimension context is one or more dimensions that the measure is aggregated against. For example, if you're analyzing salaries of company employees based on country and gender, you could choose the two dimensions Country and EmployeeGender for context.
- For dimension-based filters, if you want viewers of your story to specify a single value within a range instead of a range of values, expand the Multiple Selection list, and select Single Value Slider.
- Select end points for your range:
- For dimension-based filters, you can either drag the sliders on the range bar, or select end points from the drop-down lists.
- For measure-based filters, type end point values into the Min and Max boxes.
- Select Add a New Range if you want to define
additional ranges. Note that the single value slider is not available if
you define more than one range.
- For a single value slider, the end points you select represent the maximum and minimum values that viewers of your story will be able to select, using the page filter or input control.
- For measure-based filters, viewers can set the Min and Max values outside of the initial range you define. For example, if you set an initial range of 100 to 200, they could change the range to 50 to 500.
- Otherwise, the end points you select represent the initial ranges that viewers of your story will see in the page filter or input control. Users can redefine the ranges using the page filter or input control.
NoteBy default, only the range between the end points you initially define is selectable in the page filter or input control. If you select Display entire range slider, viewers will be able to select areas outside of the initial ranges you define. - If you want your range to extend to the start or end of the data set, even if the start or end values change when the data is refreshed, choose Start or End instead of discrete values.
- For date dimensions, also define the granularity (for example, year or month). You can also set dynamic ranges that shift based on the current date. To learn about this, see Story and Page Filters.
- For measure-based filters, select the Dimension
Context.
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By default, the cascading effect is applied. If you don't want the cascading
effect to apply to this filter, turn off Cascading Effect
in the filter settings.
For more information, see Story and Page Filters.