Creating Analysis Filters

You can create dashboard filers and analysis filters.
Note: This function is only available with the Self-Service feature. If you want to purchase this feature, contact your Ricoh representative.
To create an analysis filter:
  1. On the Analyses dialog, open the analysis.
  2. In the analysis, choose the Filter icon to open the Filters pane, and then choose ADD.
  3. Choose the new filter in the pane to configure it. Or you can choose the three dots to the right of the new filter and choose Edit.
  4. In the Edit filter pane, for Applied to, choose one of the following options:
    1. Single visual
      The filter applies to the selected item only.
    2. Single sheet
      The filter applies to a single sheet.
    3. Cross sheet
      The filter applies to multiple sheets.

In this section:

  1. Creating a Text Filter
    In analyses, you can filter a text field by selecting values to include or exclude from a list of all value in the field. You can create the following types of text filters: filter list, custom filter list, custom filter, top and bottom filter.
  2. Creating Numeric Filters
    You can create numeric filters. Fields with decimal or int data types are considered numeric fields.
  3. Creating Date Filters
    You create filters on date fields by selecting the filter conditions and date values that you want to use.
  4. Creating Nested Filters
    Nested filters are advanced filters that can be added to an analysis. A nested filter filters a field using a subset of data defined by another field.
Parent topic: Working with Filters