Filtering With Slicers

In this section:

How to:

Once you add slicers to an InfoAssist report, you can use them to filter the report. You can select values from the slicers menus, change the number of records that appear, create new slicer groups, clear existing slicer groups, and update the report preview.

Slicers that are not selected have their values filtered by the selected slicers. Only values that meet the criteria for previously selected slicers will appear in the menu for the next slicer. Slicers are not filtered in the order they appear in the slicer group, but by the order they are selected. Cascading of slicers is only valid for hierarchies.

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Procedure: How to Change the Relationship Operator in a Slicer

For alpha fields, the available operators are:

For numeric and date fields, the available operators are:

  1. With at least one slicer added to the report, click the Slicers tab.
  2. Click the operators button on the slicer for the operation you want to change.

    A list of operators (numeric) appears in the menu, as shown in the following image.

    Note: Alpha fields just flip between equal and not equal.

    Slicers Operators

  3. Select the operator that you want from the menu. You can rest the mouse on an operator to display a tooltip describing the operation, as shown in the following image.

    Operators ToolTip

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How Slicers Cascade Together

How to:

Slicers cascade within a hierarchy (cube or dimension builder-based), rather than in the order of user interaction, eliminating potential performance issues.

Procedure: How to Cascade Slicers

Controls with fields from the same hierarchy are cascaded together. In the following example, a report has been created that shows the quantity of products, by category, sold each year.

Report of Quantity of Products By Category Sold Each Year

  1. Create a report.
  2. Create multiple slicer groups, as described in How to Create a Slicer.

    In the following example, two groups have been created for this report: Product and Time (Sales). Both are from hierarchies, so they will cascade.

    Product and Time Sales Hierarchy Groups

    In the next example, Televisions is selected as the first control for the Product group.

    Televisions Selected as First Control for Product Group

    Once you click OK, the new control appears in the drop-down menu, as shown in the following image.

    New Control in Drop Down Menu

    The 1 prior to the decimal point indicates that this is the first cascade you have interacted with. The 1 after the decimal point indicates that it is the first control in that cascade.

    In the next example, Flat Panel TV is selected as the second control for the Product group, as shown in the following image. This is filtered to only show subcategories for Televisions.

    Flat Panel TV Selected as Second Control

    Flat Panel TV appears in the Product Subcategory drop-down menu, as shown in the following image.

    Flat Panel TV in Product Subcategory Menu

    The number 1.2 indicates that this is the second control for the first cascade.

    Now, a second group, Time (Sales) is created. It has two controls: the first is Year (Sales) and the second is Quarter (Sales), as shown in the following image.

    Time Sales Group With Year Sales and Quarter Sales Controls

  3. Filter the report using the controls in the slicer groups that you created.

    In the following example, the report has been filtered to show the number of flat panel televisions that were sold in the first quarter of 2007.

    Report Filtered to Show Flat Panel TVs sold in 1Q 2007

    Note: The order of a cascade is dynamic. For example, if you selected Camcorder from Product Subcategory first, then the Product Category control would have a value of Video Production.