Filter fields

To add filters in the advanced settings window, drag them into the box at the bottom of the screen.

• The filters will appear at the bottom of the list above it.

To:

• Move filters up or down
• Apply an Aggregation (e.g. count distinct)
• Delete a filter

...select the arrow next to it and choose from the available options.

Operands

Operands are the arguments for each field: i.e. equal to, different from, in list, between (for dates), is null. The advanced settings section gives you access to additional operands.

Basic Operands

The basic operand list (available on the data screen) includes the following:

*In List is usually the default option for dimension fields, and Between for metric fields.

Advanced Operands

The Advanced Filtering options include a number of different options, depending on the type of field.

Key operands Contains: A popular operand, e.g. Job Name contains Administration Officer Start With: e.g. Job Reference starts with EXT Equal to/Different from... Column: how the value compares to another column in that view. E.g. Incomplete applications less than Submitted Applications, Link to Filter: Make this filter like (or different from) another filter. If you use this option, you'll need to: Define the link Specify it uses the same operator as the filter you are linking to, or another operand: Specify the filter you are linking to under Link to Filter. Filters will appear in their specified order.

Define Values - Date Fields

All filters can be set as User Prompt or Defined Value on the Advanced Settings screen by clicking Define Value next to the filter field.

Date fields will give you additional options when you click on this. You can choose between a Defined Value or a Pre-defined Period.

Defined Value

You can choose between:

• a Dynamic Date (a date relative to the date the report is run), e.g.:
  • Current Date - 2 years
  • Current Date + 6 months
• a Set Date (Dynamic Date turned off), e.g.:
  • 1 January 2017
  • 1 July 2016

Pre-defined Period

You can also choose from a pre-defined period. The options available will depend on the operand chosen e.g. Greater than, Between.

And/Or Arguments and Indentation

Some filter setups will be more complex than wanting results where ALL filtered values are true. You might want to return results where (a and b) OR (c and d) are true, say jobs that opened last year that contained 'Admin Officer' in the name OR jobs that were archived last month and where an offer was made.

To do this, you can create and/or arguments and indent (or group) the different clauses in your filter argument.

And/Or

To change an And to an Or, select the And option and change to Or.

Now that you have an Or relationship, you will probably need to indent the filters that need to be considered together. If you don't, you're likely to get confusing results.

Indentation

Click the arrow between the fields that need to be indented (or grouped) either side of the OR argument.

 becomes 

This change will be reflected in the Filter Logic:

 becomes 

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