Filtering in High Speed View Reports

Filtering in High Speed View Reports

High Speed View enables you to apply filters at the report level or view level to narrow down data across dimensions, attributes, and measures. This helps focus on specific slices of data rather than analyzing entire datasets.

Applying Filters

You can apply filters using the following methods:

1. Using the Filter Panel

  • Drag dimension hierarchies, attributes, or measures into the Report Filters panel on the left.

  • Based on the field type, the system automatically opens a filter configuration pane (e.g., In List for attributes like Country).

  • Filtered results are applied immediately to charts, crosstabs, or maps.

Tip
Click Reset Filters under the report Actions menu to revert all filters to their last saved state.

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Filter Pane Operations

  • Pin To: Pin the filter panel to the left, right, or top of the layout.

  • View Options: Choose how values are displayed:

    • List / Dropdown / Expanded Dropdown (left/right pin)

    • Button View (top pin)

  • Multi-Selection:

    • In List View: Use Ctrl + click to select multiple values.

    • In Dropdown: Use checkboxes.

  • Tree View Expansion: For hierarchical dimensions, expand nodes to select specific levels.

  • Actions Menu (⋯):

2. From a Crosstab or Chart

  • Crosstab:

    • Ctrl + click on one or more rows

    • Right-click and select Filter

  • Chart:

    • Drag and select data points using the mouse

    • Right-click and choose Filter

The filter is instantly applied and reflected across other views, depending on the filter scope.

3. Using Advanced Filters

Click Advanced Filters from the main menu to define complex filtering conditions across multiple fields.

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Filter Section Properties

Property

Description

Property

Description

Field

Select the field to apply the filter.

Criteria

Select the comparison operator (e.g., Is, Between). Operator options depend on the field’s data type.

Value

Type or select the required value(s). Options are determined by the field’s configuration in the meta layer.

Filter On

If filtering a measure, select the associated dimension for context. Disabled for dimension/attribute filters.

Prompt

Check this option to display the filter panel above the view.

Open/Close Braces

Use parentheses to group conditions logically.

Relation

Define logical operators between conditions: AND (default) or OR.

Advanced Filter Actions

  • Add Filter: Adds a new filter row.

  • Remove Filter: Removes the current filter condition.

  • Reset Advanced Filters: Resets to the last saved state.

View-Level Filtering

Applying Filters on a View

  1. Click the Filter icon on the view header.

  2. In the dialog, define filter conditions.

  3. Click Apply.

This affects only the selected view. Other views remain unchanged.

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Report Filters in Views

Include Report Filters

In each view’s filter pane:

  • Enable Include Report Filters to apply report-level filters to the view.

  • If the report and view filter values overlap, filtered data is shown.

  • If there’s a conflict, a No Data Available message appears.

Manage Report Filters

  • Click Manage next to the Include Report Filters option.

  • A list of all report-level filters appears.

  • Uncheck any filters that should not apply to the current view.

This allows fine-grained control over which report-level filters affect individual views.

Reset View Filters

Click Reset View Filters to revert filters to the last saved state for the current view.

Identifying Applied Filters

The system provides visual indicators in the filter tree:

  • Fully Selected: Checkbox is checked.

  • Partially Selected: Checkbox is shaded, indicating some child filters are active.

Filter Criteria

Property

Description

Property

Description

Datetime fields

 

In List

Returns results matching any of the specified dates.

On

Returns results matching the exact date specified.

Between

Returns results within the specified date range. You can use the calendar or click In List to select the required values.

Above

Returns results greater than the specified date.

At Least

Returns results greater than or equal to the specified date.

Below

Returns results less than the specified date.

At Most

Returns results less than or equal to the specified date.

XTD

Returns results for a period-to-date, such as Month-to-Date (MTD), Quarter-to-Date (QTD), or Year-to-Date (YTD).

Alphabetic fields

 

In List

Returns results that match any of the specified text values.

Starts With

Returns results where the value begins with the specified text.

Contains

Returns results where the value contains the specified text.

Ends With

Returns results where the value ends with the specified text.

Not In List

Returns results that do not match any of the specified text values.

Is

Returns results that exactly match the specified text.

Numeric fields

 

Is

Returns results that exactly match the specified numeric value.

Is Not

Returns results that do not match the specified numeric value.

Above

Returns results greater than the specified numeric value.

At Least

Returns results greater than or equal to the specified numeric value.

Below

Returns results less than the specified numeric value.

At Most

Returns results less than or equal to the specified numeric value.

Between

Returns results within the specified numeric range.

Configuring XTD Filters

You can perform XTD (Year-to-Date, Quarter-to-Date, Month-to-Date, Week-to-Date) analysis using time-based filters.

  • Use dimensions like Year, Quarter, Month, or Week from the time hierarchy.

  • Define Preset Ranges for:

    • YTD, QTD, or MTD

    • Last X or Next X periods (years, quarters, months, weeks, or days).

  • Select the To date in Custom To Date

    • Select the Latest Date checkbox to filter data up to the last date present in the dataset.

  • Select the required value in the Compare YoY dropdown to compare current period data with the corresponding period of the previous years.

  • The selected calendar (standard, fiscal, or custom) determines start dates for each period.

Examples

Period

Range

Period

Range

Year

Start of year → Specified date

Quarter

Start of quarter → Specified date

Month

Start of month → Specified date

Week

Start of week → Specified date

This supports time-based comparative analysis between periods.

Configuring Dynamic Dates in the Date Time Filter Criteria

For In List, On, and Between criteria, you can configure Dynamic Dates instead of selecting fixed calendar dates.

You can select from the following options:

  • Latest Date – Automatically picks the most recent available date in the data.

  • Current Date – Picks the system’s current date at the time of report execution.
    Note
    In the current version, the current date option is available only when the dimension is used as a filter. It is not available for dimension hierarchies.

Using dynamic dates ensures that reports always fetch the latest or current data without manually updating date filters.

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