Filtering

Use the filtering feature to focus on the important subsets of your data and display only those rows and columns that satisfy certain conditions.

WebDataRocks supports three types of filters:

  • Filtering by member names. Use it to show the values of the specific members.
  • Filtering by values, also known as the Top/Bottom X filter. Use it to keep records within a specified range (with values higher or lower than a specified number).
  • A report filter. Use it to apply filtering to the entire report.

To apply a filter by member names

  • Open the field config pop-up window by clicking the gear icon ( menu_options ) near the field caption.
  • Select the members to be displayed or deselect them to be hidden from the grid.
  • To close the field config pop-up window and see the changes, click the APPLY button. 

If you have a large list of hierarchy members, use the search option:

  • Start typing the member’s caption in the search box.
  • Select the check box of the member you are searching for.
  • Click the APPLY button to see the filtered data.

To apply a filter by value

  • Open the field config pop-up window by clicking the gear icon ( menu_options ) near the field caption.
  • Select the Top 10 button.
  • Select the Top or Bottom button to show the results with the lowest or the highest values, respectively.
  • Enter the number of top or bottom results to show.
  • Select the measure on which the filtering is based.
  • Click the APPLY button to close the field config pop-up window and see the filtered data.

To apply a report filter

  • Go to the Fields (menu_fields) tab.
  • Drag the fields to the Report Filters area.
  • Click APPLY to add report filters and close the Field List.

The separate tabs of the report filters appear above the grid. Click on them and choose the members based on which the data on the grid will be filtered. Then, click the APPLY button to apply the filters to the report.