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Hitachi Vantara Lumada and Pentaho Documentation

Add Filters to an Interactive Report

Filters are used to restrict or limit data in a report, building the report to show only the information that you want to view.

For example, a typical report shows sales by product line. A time filter on Quarter restricts the data so that only sales for the one quarter are shown.

If you add a regional filter for Europe, the report would display data pertaining to European sales for that quarter. If you add a filter on another field to exclude a product, the report would display data pertaining to European sales in that quarter, which are also not a part of the excluded product line.

These steps describe how to add filters to an Interactive report.
  1. Login to the User Console, and click Browse Files to browse to the location of your Interactive report.
  2. Open the report. Click the blue plus sign next to No Filters on the toolbar near the top of the report. A workspace for filters appears at the top of the report.
  3. From the Available Fields panel, drag fields into the Filter Panel. The Filter dialog box appears. Notice that the values associated with the field are listed in the dialog box. You can choose one of these values, or you can enable Match a specific string to filter the report on a specific string of data.
  4. Select the value or values that you want from the Add Selected list and click the arrow to move it into the right pane. The value appears with a green check mark next to it in the right pane.
  5. After you have selected all of the values that you need from the list, click OK to exit the dialog box.
  6. Repeat this process for each field that you want to filter on. The Interactive report displays data for the chosen values only.
  7. Save your report.
The Interactive report is filtered and saved. You can click Undo or Reset to return to the previous version of the report.