Adding Filters to an Analyzer Report

Filters are used to restrict or limit the data that is presented in a report. For example, a report shows sales by product line. A filter on Quarter restricts the data so that sales for the fourth quarter in 2006 only are shown. If you were to add a regional filter of Europe, the report displays data pertaining to European sales in the fourth quarter of 2006, exclusively. If you were to add a filter on the Product Line field to exclude Surfing, the report displays data pertaining to European sales in the fourth quarter of 2006 that are not in the surfing product line, exclusively.

Follow the steps below to add a filter to your sample report:

  1. Open the Regional Expense Report.
  2. Under the report name click Show/Hide Filters next to No Filter in Use. A workspace for filters appears at the top of the report.
  3. Click and drag the Region field/column into the filter workspace. The Filter on Region dialog box appears. Notice that the values, (Central, Eastern, Southern, and Western), associated with the Region 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 Eastern from the list of values and click (Add Selected) to move it into the right pane. Eastern appears with a green checkmark next to it in the right pane.
  5. Select Western from the list of values and click (Add Selected) to move it into the right pane. Western appears with a green checkmark next to it in the right pane.
  6. Click OK to exit the dialog box. Your sample report displays data for the Eastern and Western regions only.
  7. Click Undo or Reset to to go back to the previous version of the report.