Result Filter

  • Last update:July 14, 2023
  • Overview

    Application Scenarios

    When you want to filter through a field that does not participate in component generation, you can use Result Filter.

    For example, you want to filter the field Sales Date without making it appear in the component. In this case, you can drag the field into Result Filter.

     6.png

    Functions

    In Result Filter:

    • To set filters for dimension fields, the system filters the detailed data in the data table, which affects the calculation results of the right analysis area.

    • To set filters for indicator fields, the system filters the calculated results on the right side, which only determines whether the results are displayed without affecting the calculation results.

    iconNote:
    Detail Table does not support Result Filter.

    Setting Filters for Dimension Fields

    Creating a Component

    Create an analysis subject by using the built-in data table Store Sales Statistics in FineBI and add a component.

     1.png

    Create a Group Table.

     2.png

    Setting Filter

    If you want to filter out the gross profit of the last month without making the field Sales Date appear in the Group Table, you can:

    1. Drag Sales Date into Result Filter and change the group of Sales Date into Year Month.

     3.png

    2. Filter Sales Date and select 2017-09.

     4.png

    Demonstration

    To filter dimension fields in Result Filter is to filter the detailed data in the analysis area.

    So the gross profit in September 2017 is filtered out and the calculation result is changed.

     5.png

    Notes

    The above example is to directly obtain the data after filtering dimension fields. You can also filter dimension fields based on indicator fields.

    For example, you need to display the gross profit of different regions, with only displaying the data of monthly sales volume greater than 8,000,000 at the same time.

    Filter the dimension filed Sales Date to display the months meeting the condition and filter the indicator field Sales Volume to display the sales volume greater than 8,000,000.

    In this case, you need to drag Sales Date and Sales Volume into Result Filter.

     6.png

    Then filter Sales Date to obtain the months with monthly sales exceeding 8,000,000.

    If you do not drag Sales Volume, you cannot select it when adding a filter condition.

     7.png

    Setting Filters for Indicator Fields

    To set filters for indicator fields in Result Filter, the system will only filter the calculated results on the right side, with unchanged data involved in the calculation, which does not affect the calculation results.

    Example

    For example, drag the field Gross Profit into Result Filter to filter out data with the gross profit greater than 2,000,000.

     8.png

    Demonstration

    Only the gross profit of Northern District exceeds 2,000,000. The calculation result is not changed, indicating that the data involved in the calculation is not changed. Only the results after the calculation are filtered and displayed.

     9.png

    Function Introduction

    In Result Filter, both Add Condition and Add Formula are supported for dimension fields, while only Add Condition is supported for indicator fields.

    1. Available Field Range

    Filter Criteria

    Filter Method

    Available Field Range

    Dimension

    Add Condition

    You can select the current dimension fields, all indicator fields in the analysis area, as well as indicator fields in Result Filter and Table Property.

    Add Formula

    You can select all indicator fields in the analyzed area, including those in Result Filter and Table Property.

    Indicator

    Add Condition

    You can only filter the current indicator fields.

    2. Available Range for Filter Conditions

    Different fields correspond to different filter conditions in Add Condition.

    Field Type

    Available Filter Condition

    Text type

    In, Not In, Contain, Not Contain, Empty, Not Empty, Begin with, End with, Not Begin with, Not End with, Top N, and Last N.

    Date type

     

    Extracted data: In, Not In, Contain, Not Contain, Empty, Not Empty, Begin with, End with, Not Begin with, Not End with, Top N, and Last N.

     

     

    Direct connect data: the filter condition is the same as the extracted data if the date format is Year, Quarter, Month, Week Quantity, Day, Hour, Minute, and Second. For other date formats, the only available conditions are: In, Not In, Empty, Not Empty, Top N, and Last N.

     

    Numeric type

    Between, Not Between, Equal to, Not Equal to, More than/Equal to, Less than/Equal to, Null, Not Null, Greater than, Less than, Largest N, and Smallest N.

    iconNote:

    1. Top N in text fields: Sort the texts in the field according to ASCII codes and take the top N texts.

    2. Top N in date fields: Sort the dates in chronological  order and take the latest N dates.

    3. Data with the same values will all be retained and displayed if you set the filter condition to Largest N/Smallest N.


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