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Hitachi Vantara Lumada and Pentaho Documentation

Adding a Filter in Instaview

If you are not already, change to View mode by clicking View on the --check--Configure mode switch at the top of the interface.

Filters are used to restrict or limit the data that is presented in a report.

These instructions explain how to filter a report by territory, an existing field within the --check--<b>Available fields</b> panel , to only display sales data from countries in the Europe, the Middle East and Africa (EMEA) territory.

  1. Click the Add a filter button to the left of the report title File:/instaview_add_filter_button.png.

    The Filer workspace appears at the top of the report.

  2. Filter the report by territory by dragging Territory from the --check--<b>Available fields</b> panel on to the filter workspace.

    The Filter on Territory dialog box appears with values associated with the Territory field.


  3. Select EMEA from the list of values and click Add Selected File:/instaview_filter_dialog_add_selected_button.png. EMEA appears with a green check mark in the panel on the right. Click OK.

    The report displays only data for the EMEA regions and the Filter workspace displays Territory includes EMEA and indicates there is one filter in use.