Change Existing Filters

Options for editing filters on different types of items follow. Use the Filters window to make your edits if you have multiple items to edit – for example, if you need to add filters to some items and remove or edit filters on other items. You can make all edit changes for levels, measure items, and a view axis from the Filters window then apply all changes at once.

Axis Filters

1.   Click the Manage All Filters icon  in the grid toolbar to access the Filters window.

2.   From the Filters window, click the Axis tab then the Change Filter icon  next to the Rows or Columns section (whichever axis you want to filter).

3.   Use the Expression window to edit the filter expression, and click OK

4.   Change or add other filters if needed.

5.   Click OK in the Filters window when you're done with all your changes.

Note: In the Navigation Panel, clicking the filter icon  next to the name of the filtered axis opens the Expression window for editing that axis filter.

Level Filters

1.   Click the Manage All Filters icon  in the grid toolbar to access the Filters window.

2.   From the Levels tab in the Filters window, click the Change Filter icon  next to the level name.

3.   The appropriate window for editing the filter will display depending on the filter type (member, named set, expression, user list).

• Member List - adjust the members in the Select or Advanced Select Members window, then click OK.

• User List - select a list from the Select User List Filter window, then click OK.

• Named Set - select a named set from the Select Named Set Filter window, then click OK.

• Expression - adjust the filter expression in the Expression window, then click OK.

4.   To change the filter mode, 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.

5.   Change or add other filters if needed.

6.   Click OK in the Filters window when you’re done with all your changes.

Note: If you only have one filter to change, click the filter icon  next to the filtered level in the view and make changes in the applicable editing window that opens.

Measure Item Filters

1.   Click the Manage All Filters icon in the grid toolbar to access the  Filters window.  

2.   From the Data tab in the Filters window, click the Change Filter icon  next to the measure item.

3.   Use the Measure Item Filter window to edit the filter, and click OK.

4.   Change or add other filters if needed.

5.   Click OK in the Filters window when you’re done with all your changes.

Note: If you only have one filter to change, click the filter icon  next to the filtered measure item in a view, which opens the Measure Item Filter window for use in editing that filter.

Relationship or Empty Filters

1.   Double-click the Rows or Columns folder in view explorer. The Rows or Columns Properties window displays.

2.   Adjust the Yes and No settings for the filter that you need to edit.

Note: In order for the Empty Filter property to be Yes, the Relationship Filter property must be Yes.

Total Filters

1.   Click the filter icon  next to the caption of the measure item in the Grand Total row or column.

2.   Use the Measure Item Filter window to edit the filter.