How do I add filters via Report Designer?

This article explains how to add filters to a report via the Report Designer in EPM Live Analytics.

1. Navigate to the EPM Live Analytics Reports Page

  1. On the navigation menu, select Reports to open the Business Intelligence Center.
  2. Click EPM Live Analytics.

2. Open Report Designer

  1. If you are on the Reports landing page, hover over a report to show the Print and Edit icon buttons.  Click the Edit icon.  -- Or --
  2. If you are already viewing a report, click the Open in Designer icon.

3. Navigate to Filters Tab

Select the Filters tab.

4. Select Filter Field

The Filter Field dropdown menu is a list of the available fields in the table/view that have been selected in the Data Sources tab. Select the field you want to filter on from the drop down menu. If you have joined tables, the title of the table that the field is from appears in bold as a heading, and all the fields from within that table appear below the heading.

5. Select Filter Operator

5.1. Comparison & Equivalence Operator Types

Comparison

  • Is Less Than: Displays only items whose values are less than the input values.
  • Is Greater Than: Displays only items whose values are greater than the input values.
  • Between: Displays only items whose values lie between the input values.
  • Isn't Less Than: Displays only items whose values are not less than the input value.
  • Isn't Greater Than: Displays only items whose values are not greater than the input value.
  • Isn't Between: Displays only items whose values are between the input values.

Equivalence

  • Equals: Manual text entry of the comparison value(s) separated with commas for easy copy/paste from CSV.
  • Equals(List): Manual text entry of the comparison value(s) separated by intelligently parsed delimiters. User delimiter use must be consistent. For example of consistent use: 1, 2, 3, 4 or 1-2-3-4 or 1 2 3 4
  • Equals(Autocomplete): Manual text entry of the comparison value(s) that displays a list of options as you type. Separate each value with a comma.
  • Equals(Select): Allows you to select a single value from a dropdown list.
  • Equals(Multiple): Allows you to select multiple values from a scrollable list. Use ctrl+click to highlight multiple values (command+click on Mac).
  • Equals(Popup): Allows selection of multiple values from a popup list of checkboxes.
  • Equals (Tree): Allows selection of groupings of values based on a hierarchy.
  • Doesn't Equal: Exactly the opposite of equals.
  • Doesn't Equal (Select): The opposite of Equals (Select).
  • Doesn't Equal (Multiple): The opposite of Equals (Multiple).
  • Doesn't Equal (Popup): The opposite of Equals (Popup).
  • Doesn't Equal (Tree): The opposite of Equals (Tree).  

5.2. Field Comparison & Date/Time Operator Types

Field Comparison

  • Is Less Than (Field): Allows you to compare one field to another. Determines if the first field is less than the second field.
  • Is Greater Than (Field): Allows you to see if one field is greater than another field.
  • Equals (Field): Determines if one field value equals another. This is useful for joining tables on multiple fields.
  • Not Equals (Field): The opposite of Equals(Field).

Date/Time

  • Between (Calendar): Allows you to select two dates from a calendar pop-up.
  • In Time Period: Allows you to select from a list of time periods.
  • Less Than Days Old: Allows a single numeric entry to represent the days and uses that as a filter.
  • Greater Than Days Old: The opposite of Less Than Days Old
  • Equals Days Old: Filters on records that are only as many days old as you specify.

5.3. String and Available All Operator Types

Available for All Fields

  • ...: Selected when no filter is used.
  • Blank: Is the field blank?
  • Isn't Blank: Is the field not blank?

String

  • Like: Determines if the value of the field contains the given text.
  • Begins With: Determines if the value of the field begins with the given text.  
  • Ends With: Determines if the value of the field ends with the given text.
  • Isn't Like: The opposite of Like.

5.4. Use Previous OR Operator

The filter operator "Use Previous OR" will use the previous field's filter as its own filter. Using this technique, you can require two or more fields to be filtered with only one filter. This is helpful when you just want to show results filtered by field A OR field B but with only exposing one filter to the users viewing the reports.

The data returned would show all data with a value between the filter criteria for either field.  Therefore, the report uses an OR operation rather than an AND, which would be the case if  both filters were defined with their own Between operator.

6. Select Value

After an operator is selected, a default value may be selected/entered, but it is not required.  The available values will show based on the field and operator selected for that filter.

6.1. Other Filter Examples

7. Blank Check Box

Blank check box: When selected (checked), the filter will return data that matches the “Value(s)” dropdown/textbox and also data that has a blank/null value in that field.

8. Param Check Box

Param Checkbox: When selected (checked), this will display the filtered report in the report viewer and allow the user to change the filter value. If it is not selected/checked, then the filter will not be visible to the end-user and the end-user will not be able to change the filter.

In the example above, the State field will not show as a filter in the report.  The report will automatically filter for Issues from projects with a state of (2) Active.

9. Arrange Filters

Delete filter row:

Insert new filter row (above):

Insert new filter row (below):

Move filter row:

10. Set Filter Rules

11. Set Filter Logic

12. Edit Filter Description and Display Format

If needed, you may edit the filter description and display format.  To do so, save the report.  Then, view the report and edit the filters via the Report Viewer.  For more details, refer to the article How do I add a filters via Report Viewer: click here.

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