Apply filter on Measure

Modified on Tue, 05 Mar 2024 at 08:45 PM

How to apply filter on Measure columns

You can use Filters in Smarten cross-tab analysis to filter based on row dimension, column dimension, and measures in analysis data. The advanced filter option in Smarten  also allows you to create filters based on various string, arithmetic, date, statistics, trigonometry, or conditional statements using various arithmetic operators (like +, -, /, etc) or comparison operators (like =, >, < etc.) and so on measure columns.

 

Note: Measure filters are available as object–front–end filter only. 

 

Filter Option 

Example 1 : 

How to display the Category details in which the Gross sales is greater than 50,00,000. The below Sales analysis shows the Product category wise Gross sales over different years.

image001.png

SALES ANALYSIS BEFORE APPLYING THE FILTER


Step 1

You can open the Filter dialog box from the Analysis Toolbar.

Or

 

In the analysis, right-click on a specific cell. Click on the Filter option displayed in the menu.

 

Step 2

 

The Filter dialog box opens with filter based on data type of column—Numeric dimension, String dimension, Date dimension, or Measure. Click Add icon to open the Add filter dialog box.



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FILTER DIALOG WHICH DISPLAYS ALL THE PREVIOUSLY CREATED FILTERS BY USERS 

 

Step 3 

 

Enter a name in the Name field and select the filter type as 'front-end data (object data)' to filter on GrossSales. 

 

Note: To apply filter on the measure column, Object data option should be selected and the measure column should be present in the analysis.

 

Step 4 

 

To set the condition,

Select Include option, Select operator as '>=', Enter the value as 50,00,000 and click ADD.

You can also include multiple conditions by clicking ADD and selecting any logical operator (AND or OR) to join them.


image003.png

ADD FILTER OPTION

Click OK to apply the filter in the analysis.

image004.png


SALES ANALYSIS AFTER APPLYING THE FILTER

 

 

Advanced Filter

Example 1:

Let's see how to display the under-performing categories in the sales analysis (Difference of Gross Sales and Target is negative).

The below sales analysis displays the Product Category wise Gross sales and Target over different years.


image005.png

SALES ANALYSIS BEFORE APPLYING THE FILTER


Step 1

Follow the Procedure of Filter. 

Step 2

In the Add filter dialog, select the Object data and the Advanced filter option. 

Step 3

In the Expression box, enter the expression as '(Gross Sales-Target) <= 0'

You can create or edit expression by direct edit in the Expression box or by selecting values from the Dimension Values, Functions, and Operators boxes.


image006.png


ADD FILTER OPTION WITH ADVANCED FILTER EXPRESSION

Click OK to apply the filter.

image007.png

SALES ANALYSIS AFTER APPLYING THE FILTER



Example 2: 

To display the sales details in which the Variance is greater than 90 for the current year and previous year, you can make use of the advanced filter as below.

The sales analysis shows the State wise Gross Sales and Target for different years.

image008.png


SALES ANALYSIS BEFORE APPLYING THE FILTER

Step 1

Follow the Procedure of Filter.

Step 2

In the Expression box, enter the expression as 'whenThen( Year, "2014", ((GrossSales*100)/Target) 90"2013",((GrossSales*100)/Target) 90,0)'

and Click OK to apply the filter.

image009.png


SALES ANALYSIS AFTER APPLYING THE FILTER


Note: This article is based on Smarten Version 5.X onward. This may or may not be relevant to the Smarten version you may be using.

filter Advanced Filter object filters frontend filters filter toolbar Numeric String Date Measure Expression box

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