Precision

Narrow at Any Level

InfoView offers a wide variety of ways to narrow the scope of your report to the exact data that you're looking for. You can filter out data before you retrieve data at the query panel and after you retrieve data at the report level, the report tab level or the individual table level. The filters can be dynamic and easily changable, such as by defining filters as prompts in the query panel or by using drill filters or input controls. Or, the filters can be static and hard-coded in a way that is more difficult to change.

Some techniques don't filter out data, but instead hides the data. You can hide cells, columns and whole tables in InfoView, or use Outline Mode to summarize automatically.

Lastly, using multiple queries in a single report offers several options to limit your queries in a very complex way. These techniques are advanced and not usually necessary, but can be very helpful in specific situations.

Filter at the Query Panel

Note: These techniques require report writing access.

Read or Watch:

  • Query Panel: Add a query filter
    • List of Values: Pick your filter value from a list.
    • Prompts: Make your query filter into a prompt.
    • Operators: Change your query filter operator.
    • Nesting: Nest query filters with boolean ANDs and ORs.
  • Subqueries: Filter your query by the results of a second query.
  • Database Ranking: Filter your query to pick the top or botom # or % of records.

Exercises

1. Create a report. Add a query filter picking values from a list.

2. Add a filter and make it a prompt.

3. Add a filter. Run your report several times, each time picking a different operator.

Note: If you are working in a large universe, such as AIS-Daily, make sure to have other filters in place to limit your results to a small number.

4. Nest two filters with an AND. Then, nest two filters with an OR.

Note: Limiting your filters with an OR may take a long time. Make sure you have other filters in place to aid in keeping your run-time small.

5. Make a filter using database ranking.

6. Make a subquery.

Filter after Refreshing

Read or Watch:

  • Normal Filters: Filter your table.
    • Operators: Change your table filter operator. (Note: this guide is repeated from above.)
    • Nesting: Nest table filters with boolean ANDs and Ors. (Note: this guide is repeated from above.)
  • Drill Filters: Filter your report tab with an easy-access, drop-down menu.
  • Input Controls: Filter your table, report tab or report with various easy-access selection mechanisms.
  • Ranking: Filter your table on the top or bottom # or % of records.

Exercises

1. Add a normal filter to a table.

2. Try changing the operator several times to see what data displays and what data does not.

3. Try nesting two filters with an AND. Then try nesting with an OR.

4. Add a drill filter, use it and remove it.

5. Add several Input Controls. Try out several different input control types. Try changing the various options. Remove or change them as needed.

6. Try adding a ranking filter to your table and see what information gets displayed.

Hiding

Read or Watch:

Exercises

1. Hide a column. Unhide the column.

2. Hide a table or cell. Unhide it.

3. Retrieve data that can summarize. Change into outline mode and change the level of specificity in your table by hiding some detailed data.

Other Techniques