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{anchor:top} {toc: class=contents} h2. Overview {styleclass: Class=topLink}[top|#top]{styleclass} This allows the user to define sets of filters and cached dependency hierarchies. These are designed to prevent repetition in the creation of common filter groups, and allow for a single cached value set, rather than values stored per report. h2. Setup {styleclass: Class=topLink}[top|#top]{styleclass} # Add the requiredFilter filtersGroup tocalculated yourfield reportinto ##a Makecategory surein the filtersAvailable are listed in order of dependency; this will make it clearer to the user.Fields panel ## LeaveWhile the filtersFilter asGroup Userpanel Prompt so they are available for the user. !.png|thumbnail,border=1! In this example, we've used the Camp Region, Camp - Geo Country, and Camp Demographic as filters, all set to In List in order to allow the user to select multiple values if required. # Cache the top level filter of the dependency structure ## On the Report Preview page, click on the Filters menu at the top of the menu ribbon. ## Select the top level filter from the drop down list provided. ## Open the Entry Style menu, set the Entry Type to Drop-Down, and the values to be Cached Values. ## Click Refresh Now to generate a list of values for the filter and Save. !.png|thumbnail,border=1! # Set the second level filter to be dependent on the top. ## While in the Filters menu on the Report Preview page, select the second level filter from the provided drop down list. ## Open the Display menu and set the Display Dependant On value to the top level filter. Save. !.png|thumbnail,border=1! # Cache the second level filter ## Repeat step 2 instructions for this filter !.png|thumbnail,border=1! When the dependency and caching is set up correctly, the second filter will be hidden until a value for the first filter has been selected. Each time values for the first filter are changed, the second filter value list should be refreshed. # Set the dependency for remaining levels ## For each of the remaining filter levels, you will need set the dependency to the filter level directly above it, and then cache the filter. Once you've completed these steps, you should have filters available on your report that should display once the level above has a selection, and should refresh when that selection is changed. !.png|thumbnail,border=1! In this example, you can see that Camps in Austria cover the Adventure, Culture, Family, Relaxation, and Sport camps, whereas the German Camps only cover Adventure, Culture, and Sport. !.png|thumbnail,border=1!is open, provide a new Business Name for your Filter Group that will allow Report Writers to easily identify the group for use. # Add the Fields Required as Filters to your Group by Dragging them directly below the Filter Group field. Be sure to arrange the fields in a logical top-down order, so that any dependencies display in an easy to follow manner. You should format your filters as you go: ## Provide a new Business Name and Description if necessary ## Navigate to the Filter Properties tab, defining the Operator and Value Entry options for the filter ## Set up any dependency options that may be required if using Cached Values bq. See [Cached Dependent Filters] for more information ## Save your filter # If you have any filters that will be using Cached Values you should open the Filter Group field and navigate to the Cache Scheduling tab and define a refresh schedule to be used for your group # Activate your Filter Group field so that it is ready for use \\ \\ {horizontalrule} {styleclass: Class=topLink}[top|#top]{styleclass} |
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