To create reports that meet clients’ expectations, provide accurate information, and avoid unpredictable results, advanced business users, report authors, and analysts must understand how to use filters. Also, they must understand the differences when a filter is applied in a report that uses dimensional data source as opposed to relational data sources. This section describes the behavior differences between the two data source types.
Filter reports for relational data sources
Consider the following points when filtering reports for relational data sources.
Summary and detailed filters
When creating a report, which is based on a relational data source, users can filter the data that is retrieved in the queries and apply the filter before or after auto aggregation. To apply a filter before or after auto aggregation, open the Edit Filters dialog box, and make the appropriate selection in the Application section
Creating a filter in a report that is based on a relational data source
A complex filter is a combination of two or more filters creating AND or OR logic. With this feature, advanced business users can create advanced filtering expressions easily.
Complex filtering expression created using Combined Filter feature
You can use the Filter menu to create filter expressions easily. For example, the following list shows several commonly used filter expressions:
Filter features menu
Filter reports for dimensional data sources
Use filters to remove unwanted data from reports. Data is retrieved from the database only if it meets the filter criteria. When working with dimensional data sources, you can filter only by members and measures. When creating a report, which is based on a dimensional data source, users can focus the data that is retrieved in the queries using several options:
Using any other filtering options available on IBM Cognos Business Insight Advanced can cause unpredictable results.
Focus reports using members
You can specify the members who you want to see in a report using the View Member Tree on the Insertable Objects pane toolbar.
To specify a member, the user clicks one or more members of a dimension and drags them to the report object (list, crosstab, or chart).
Inserting members in a crosstab
View Member Tree option:Using the View Member Tree on the Insertable Objects pane toolbar is a quick option to focus the data that the users want to see. If the users know what they want to see and will always use the same set, they need to choose this option.
Create Sets for Members option: If the Create Sets for Members option is enabled, a new set is created for the selection of members, allowing the user to summarize and create calculations with the data.
Applying filters to members within a set
Filters on dimensional reports need to be applied to a Set of members. Filtering the members in a Set is not the same as relational detail or summary filters. To apply filters in a Set:
Figure shows the Set Filter Condition window. In this window, you can select the kind of filter that you want to apply.
You have the following options for filtering:
Visualizing the Set Definition
When working with dimensional data, you can use context filters, or slicer filters, to focus your report on a particular view of the data quickly. For example, the following crosstab contains product lines in the rows, years in the columns, and revenue as the measure. We want to filter the values to show us the revenue for only web orders from Asia Pacific. To change the context, you drag Asia Pacific and web from the source tree to the Context filter section of the overview area. The crosstab then shows the revenue for only Asia Pacific and web. Changing the context changes only the values that appear. It does not limit or change the items in the rows or columns. The members that are used as the context filter appear in the report header when you run the report. Any summary values in the report are recomputed to reflect the results that are returned by the context filter.
Context filters: Context filters differ from other filters. When you filter data, members that do not meet the filter criteria are removed from the report. A context filter does not remove members from a report. Instead, their values are filtered, and you see blank cells.
Guideline:When creating context filters, use only members from hierarchies that are not already projected on an edge of the crosstab, and use only one member per hierarchy.
IBM Cognos Business Insight Advanced also provides several ways to filter dimensional data using the Explore button:
Crosstab with a Top 3 filter applied
If you exclude a member from the initial set, the crosstab applies the Top 3 filter again and excludes the selected member.
Exclude a member from the initial set
If you exclude a member from the current set, the Top 3 filter is kept, and the crosstab shows only two values on the edge on which the Exclude logic was applied.
Exclude a member from the current set
Using custom filters
When report developers need to create complicated logic for filtering in a dimensional data source, they can create customized expressions to filter members on reports. For example, Lynn Cope, who is a Professional Report Author, wants to filter a crosstab to show only the Product lines that have Revenue greater than USD5,000,000 (this condition hides Outdoor Protection from the results). To implement this logic, Lynn must replace the default row or column with a new expression.
Figure shows the report.
Initial result for the report: Revenue by Product line for 2007
Lynn follows these steps:
Creating a filter expression
After performing these steps, Lynn notices that the Outdoor Protection product line is
removed from the results
Final result for the report: Revenue by Product line for 2007
When a user works with dimensional data sources and creates an analysis nesting dimensions (in a crosstab or chart), the user notices that there are many rows with no values on the report. When working with dimensional data sources, IBM Cognos returns all the members of the hierarchy, even if they do not have values for the metrics.
To avoid this scenario, IBM Cognos Business Insight Advanced provides the Suppress data feature that hides all the rows or columns (or both) that do not have data for the intersections,
Report without the Suppress data feature applied
Report with the Suppress data feature applied
The rows with all null values are removed.
Lynn Cope, an Advanced Business User for the Great Outdoors company, wants to create a report to show data for the Camping Equipment Product line, for 2007 and 2006, and for GO Americas only.
To create this report:
Suppress feature:When using the Suppress feature, calculations are always
performed before the suppression.
Filtering a report based on a selection
After performing these steps, the report is displayed with the Revenue totals for 2006 and 2007 grouped by Camping Equipment product types Lynn wants to filter this report to show information for GO Americas only.
Revenue by Camping Equipment product types, 2006 and 2007 years only
Lynn decides to slice the report for GO Americas, by creating a Context filter,
Final report filtered for GO Americas scenario
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