Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Wiki Markup
{anchor:top}
{toc: class=contents}
h2. Overview
{styleclass: Class=topLink}[top|#top]{styleclass}
The Filter format tab contains a number of sections that you can use to format your filters.  

!01menu.png!

Each of these sections is described below.

!02menuList.png|thumbnail,border=1!

h2. General Settings
{styleclass: Class=topLink}[top|#top]{styleclass}
The main formatting options for report filters are displayed below.

!03generalSettings.png|thumbnail,border=1!

h3. {expand:title=Format}
||Option||Description||
|*Filter Display*|Select the location for User Prompt filters to be displayed on the Report page.|
|*Apply Link Location*|Select the location for the apply button or link to be displayed. This is positioned within the Filter Display (defined above).|
|*Apply Style*|Use a button to apply selected filter values.|
|*Filter Width*|Select the length for User Prompt filter values display, allowing you to accommodate longer values.|
|*Display Filter Values*|Allows you to display a legend of filter values applied to the report.|
{expand}

h3. {expand:title=Action}
||Option||Description||
|*Autorun Report on Load*|Apply default and remembered filter values and run the report on first load.|
|*Remember Filter Values*|Remember filter values previously applied to this report and load on next viewing.|
|*Drill Filters*|Minimise display of filters applied to the report as part of the Drill Through process. |
|*Minimise Filter Section*|Minimise the filter display on first load of the report.|
|*Filter Date Reference*|Apply pre-defined date periods relative to the current date.|
{expand}

h3. {expand:title=Filter Refresh}
This option is only available if one or more filters have been set to use Cached Values.
||Option||Description||
|*Refresh*|There are two available refresh options available for cached filters:
* *Manual:* allow users to manually refresh cached filter values. This should be used if values don't change regularly.
* *Scheduled:* schedule automatic cached filter values refresh. This should be used if values change often.|

If the refresh setting is defined as *Scheduled* then the following scheduling options will become available. This schedule will apply to *all* cached filters on this report.

!04refreshSchedule.png!
{expand}


h2. Filter Settings - Dates
{styleclass: Class=topLink}[top|#top]{styleclass}

h3. {expand:title=Display}
The display options for dates are the same as those for dimensions and metrics, with the exception of Period Traversal. 
||Option||Description||
|*Description*|Define the title of the filter.|
|*Display Filter in Legend*|Show or hide this filter from the filter legend list.|
|*Filter Requirement*|There are two available options:
* *Allow Omit:* allow the user to leave this filter blank. 
* *Mandatory:* force the user to provide a value for this filter in order to run the report.|
|*Display Dependant On*|Select a filter for this filter to be dependant on. This will mean that the selected filter will have to have a value selected before the dependant filter displays.
{color:#C00000}*Note:*{color} this option will only be displayed if you have another filter that had cached values.
bq. See [Cached Dependent Filters] for more information.|
|*Remember User Selection*|Remember values applied to this filter for future use.|
|*Period Traversal*|Allows you to provide the user with a method of stepping through periods before and after that selected in the filter. For example, the user filters the report on Year = 2009. If the interval is *1 Year* and the interval bounds are *5 Back* and *5 Forward* then the user will initially see data for 2009. Each time they either move back or forward it will be 1 year, and they will be restricted to 5 years in either direction.|
{expand}

h3. {expand:title=Entry Style}
||Option||Description||
|*Value Entry Method*|Define the way the user should provide values for the filter. There are two available options:
* *Manual User Entry:* allows the user to either type in dates into the entry fields, or use the calendar picker.
* *Value List Selection:* allows you to cache values or provide a list of pre-defined date ranges for the user to select from.|
|*Value List Setup*|Define which method of providing a list of values you will use. There are three options:
* *Pre-defined Periods:* use a list of pre-defined date ranges for the user to select from. See [Pre-Defined Date Periods] for more information.
* *Cached Values:* create a list of values by caching the current contents of the field in the database.
* *Custom Query:* create a list of values by caching the current contents of the field in the database using a custom SQL query.|
|*Sort*||
|*Default Value*||
{expand}


h2. Filter Settings - Dimensions
{styleclass: Class=topLink}[top|#top]{styleclass}

h3. {expand:title=Display}
||Option||Description||
|**||
{expand}

h3. {expand:title=Entry Style}
||Option||Description||
|**||
{expand}


h2. Filter Settings - Metrics
{styleclass: Class=topLink}[top|#top]{styleclass}

h3. {expand:title=Display}
||Option||Description||
|**||
{expand}

h3. {expand:title=Entry Style}
||Option||Description||
|**||
{expand}
\\
\\
{horizontalrule}
{styleclass: Class=topLink}[top|#top]{styleclass}