Apply a View Filter

Option 1

If the level(s) that you want to use for a View Filter already exist in the view, do the following. Otherwise, see Option 2.

1.   Click the Manage All Filters icon  in the grid toolbar to access the Filters window. From the Levels tab in the Filters window, click the Change Filter icon  next to the name of the level that will act as the View Filter.

2.   The Select Members window for defining the filter will display. Select the members in the Select or Advanced Select Members window, then click OK.

      If you need to apply a different type of filter, click the More button and choose Change Filter Type. Then choose the filter method (User List, Named Set, Expression) from the Select Filter Method window. Use the applicable filter window that displays to set up the filter, and then click OK.

3.   For the filter you just set up, determine if it will be treated as an Include or Exclude filter. Use the provided drop-down list next to the level’s Change Filter icon. Choose “Include” to have the applied filter return only the members specified by your filter selections/criteria. Choose “Exclude” to have the applied filter return all members except the ones specified by your filter selections/criteria.

4.   Repeat steps 2 and 3 for any other levels that will be part of the View Filter.

5.   Click OK in the Filters window when you are done setting up filters on all applicable levels.

6.   If the level(s) you just added a filter to were not drilled to yet in the view (not visible yet), they will be moved to the View Filter section for you automatically after you close the Filters window. Otherwise, you will need to manually drag and drop the level(s) from rows or columns to the View Filter section for the view filter to take effect.*

*Note: A level will not act as a filter on the entire view until the level is positioned in the View Filter section. If the level that you filtered is not yet positioned in the View Filter section of the view, drag and drop it to that section from the grid, Navigation Panel, or view explorer.

Option 2

If the level(s) that you want to act as a view filter don’t exist in the view yet, follow the steps below to add them to the View Filter section and then filter them.

1.   In the View Filter section, click the Add Levels To View Filter icon .

2.   Use the Add Hierarchies window to add levels and click OK.

3.   In the View Filter section, click the level you just added.

4.  The Select Members window for defining the filter will display. Select the members in the Select or Advanced Select Members window, then click OK.

      If you need to apply a different type of filter, click the More button and choose Change Filter Type. Then choose the filter method (User List, Named Set, Expression) from the Select Filter Method window. Use the applicable filter window that displays to set up the filter, and then click OK.

5.   For the filter you just set up, determine if it will be treated as an Include or Exclude filter. Use the provided drop-down list next to the level’s Change Filter icon. Choose “Include” to have the applied filter return only the members specified by your filter selections/criteria. Choose “Exclude” to have the applied filter return all members except the ones specified by your filter selections/criteria.

6.   Repeat steps 3 through 5 for each level you added to the View Filter section.