Select Filter Method Window

 

Only the Member List and Named Set options display when the window is accessed from the Expression window:

Filter Methods - Choose None then click OK if you are removing a filter. To apply or change a filter, select an option and click OK or use the quick filter option noted in item 2.

  • User List - clicking OK after selecting this option opens the Select User List Filter window. 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 - clicking OK after selecting this option opens the Select Named Set Filter window. Select a named set for the filter. See also Named Sets.

  • Expression - clicking OK after selecting this option opens the Expression window. Set up an expression for the filter.

Quick Filter Field - Perform a quick filter by selecting Member List, using this field to specify the level members, then clicking OK. Separate the values in the field by semicolons and do not use any spaces between the values and semicolons.

When using this method and working in a view, you need to refer to members based on the level's 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. Here is a quick filter specified for three Ship-To Markets. The values entered in the field were Chicago;Dallas;Phoenix because the Ship-To Market display text is set to SMkt City:

You will see the following message if you do not refer to members based on their display text setting, if you enter members not applicable to the level, or if you enter members that your role permissions do not permit you to see.

You can enter wildcard criteria in the Quick Filter field. In this example, the Member List option is selected and Product Category has been quick filtered by a wildcard search of %Fruit%. Categories with “Fruit” in their display text were returned by the filter.