Apply a View Filter

Setting up a View Filter requires a level to be in the View Filter section and then applying a filter to that level. Skip to Step 2 if the level you want to use is already in the View Filter section.

See also: Recommendations for View Filters and Using a View Filter vs. a Level Filter.

1.   Drag or drop the desired level(s) into the View Filter section of the grid or into the View Filter folder of view explorer.

Note: If the level already has a filter applied to it, the view will be filtered by it and you can skip Step 2.

     OR

1.   Right-click the View Filter section in the grid and select Edit then View Filter (or right-click the View Filter folder in view explorer and select Edit). Use the Edit window to select one or more hierarchies. Its level(s) will be added to the View Filter section.

2.   Filter each level in the View Filter the same way you would filter a level in rows or columns. Right-click a level and select Filter then Edit. The Select Filter Method window displays and you can proceed in two ways:

• Perform a quick filter by selecting Member List then using the field at the bottom of the window to specify the level members. Separate by semicolons. Refer to members by what's used for the level display text. For example, enter member values if the level display text is set to Value or enter member attribute relationships if the level display text is set to one of its attribute relationships.

• Use filter windows to set up a filter. Select the filter type then click OK to access a relevant window:

• Member List - the Select or Advanced Select Members window displays. Search for and select members then click OK.

• User List - the Select User List Filter window displays. Use the search or filter  tools as aids in finding a list. Optionally click Show Details  after selecting a list to see more information about it before applying it as a filter. Click OK to apply the selected list as a filter.

• Named Set - the Select Named Set Filter window displays. Select a named set and click OK.

• Expression - the Expression window displays. Set up the filter expression and click OK.

Note: Another way to access the Select Filter Method window is to double-click the level in view explorer. In the Properties window that displays, click the Browse button next to the Filter field.