Complex Filters



Question

I have a table with some #EMPTY and some zero values in it, which I want to filter out of my report.   I want any new zero or empty values to be excluded from my report if I refresh or re-run the query.

Answer

Creating a complex filter will allow you to dynamically exclude values from a report.  It is different to a regular filter where you select individual values from a list to be excluded from your report.  A complex filter allows you to create a condition to be satisfied – you define the filter by creating a formula. 

Important Note

You must be careful when applying regular filters if you intend to refresh or re-run your query.  The only way to ensure that the filter you intend to have in your report is going to apply if new values are included, is to create a dynamic (complex) filter.

Solution

Click on the data you wish to apply a filter to.  Go to Format > Filters. To apply a filter to the whole report, click on the Global folder, then click Add.  If you want to apply the filter only to the table you are working with, click the folder with the table name (eg Table 1) then click Add.

Select the object you wish to place a filter on, then click OK.  Now, click on the Define button to create the formula.

Create a formula as required using the Filter Editor, then click OK.  Click OK again, and you now have a dynamic filter!


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