Group and Filter Data in Interactive Reports
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Group data to keep related items together.
Add filters to show only the data you want.
In this topic:
Group data
Group a report by one or more fields. Common groupings include region, product line, or both.
Use any of these methods:
Drag a column header above the report headers. Drop it when the green line appears.
Drag a field from the Data tab in the left pane. Drop it in the space above the report headers.
Create nested groups. Drag a second field under the first group.
After grouping, sort by clicking the arrows next to each group name. You can also create advanced filters to refine results.
When you’re done, click Save or Save As. Choose a location for the report.
Add filters
Filters restrict the data in a report. They help you focus on specific values.
Example: A report shows sales by product line. A filter on Quarter can restrict results to a single quarter. Add a region filter, such as Europe, to narrow results further.
To add filters:
On the toolbar, click the plus sign (+) next to No Filters.
A filter workspace appears above the report.
From Available Fields, drag a field into the filter workspace.
The filter dialog box opens.
Select one or more values in the left list.
Click the arrow to move them into the right pane.
Click OK.
Repeat for each field you want to filter on.
Save your report.
The report updates to show only the selected values. Use Undo or Reset to revert changes.
Filter on date fields
Use date constraints to filter on a specific date.
Open the Filters panel.
Click Filters, or click (+) next to No Filters.
Drag a date field into the Filters area.
The filter dialog box opens.
Choose a date constraint.
Click the arrow to open the date picker.
To create a date range, add two filters. Use one for the start date and one for the end date.
Pick a date.
Click OK.
The report updates as soon as you add the filter. The filter appears in the Filter box. An icon also appears next to the field in the Data tab.
To change the filter, click Edit. To remove it, click Delete.
Flag a filter as a dashboard parameter
Flag a filter as a dashboard parameter. This exposes the parameter in Dashboard Designer.
Create a filter.
In Parameter Name, enter the parameter name.
Click OK.
Save your report.
The parameter name appears on the Parameters tab in Dashboard Designer. You can edit parameters while working in Report Designer.
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