Use filters and slicers to focus on specific information

By using a filter, you can modify your view of the data in the dashboard or a report. Filters and slicers are controls that enable you to focus on the data that you are most interested in viewing. For example, a time filter enables you to view information for a specific unit of time.

In this article

Dashboard filters

Report filters

Use a Top 10 filter to isolate specific information

Use Value Filters to locate information

Filter empty items in a PerformancePoint analytic chart or grid

Clear a filter in a PerformancePoint analytic report

Dashboard filters

A filter that applies to a dashboard page is typically located near the top of the page. Common filters that you might see include Geography, Products, Time, and so on. They can apply to just one report on the dashboard, or they can apply to multiple reports or all reports on a dashboard page. If the dashboard has more than one page, a filter might apply to the other pages, too.

When you select an item in a dashboard filter, watch the dashboard to see which reports are updating. By identifying the reports that update, you can identify the ones that are connected to the filter. If they do not change, they are not connected to the filter.

Some dashboards have two or more filters. In such cases, you can filter on just one dimension, such as Time or Geography, or you can filter for both dimensions. In addition, some filters apply to more than one page of a dashboard. To find out whether this is the case or not, you can experiment by changing a filter on one page and seeing if the same filter, on a different page, updates in the same way.

Report filters

The filters discussed earlier in this article are filters that apply to one or more reports on a dashboard page, or even to more than one dashboard page. But, some filters apply only to individual charts or grids in a dashboard. Examples of these filters include Top 10 filters and Value Filters. You access those filters by right-clicking a report, or a bar or data point within a report.

Use a Top 10 filter to isolate specific information

You can use a Top 10 filter to limit your view to just the top or bottom sets of results that are contained in an analytic chart or grid. Although the name is “Top 10,” you can actually choose any number of top items to view and you can also select a specific number of bottom items.

To use the Top 10 filter to narrow your view to a specific number of items

  1. Right-click in a report, choose Filter, and then choose Top 10.

  2. In the Top 10 Filter dialog box, choose Top or Bottom, specify a number in the number field, and then choose Count, Percent, or Sum.

  3. Select the appropriate item in the by drop-down box and then choose OK.

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Use Value Filters to locate information

Value Filters are another kind of filter. You can use this filter to view just the data that meets the criteria that you set.

To use Value Filters,

  1. Right-click in a report, choose Filter, and then choose Value Filters.

  2. In the Value Filter dialog box, specify the criteria that you want to use, and then choose OK.

Important:  When you use the Value Filters dialog box, do not enter a number that uses more than 28 characters, including a minus sign, commas, or periods. Otherwise, you might get an error message.

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Filter empty items in a PerformancePoint analytic chart or grid

Filtering out empty items is useful for keeping an analytic chart or grid focused on relevant information.

To filter empty series or rows in a chart or grid

  1. Right-click the report.

  2. Choose Filter.

  3. Choose Empty Series or Empty Rows.

To filter empty bottom axis items or columns in a chart or grid

  1. Right-click the report.

  2. Choose Filter.

  3. Choose Filter Empty Axis Items or Filter Empty Columns.

Tip:  If you open a PerformancePoint analytic chart in a separate window, you can use the filter icons at the top of your report to achieve the same results.

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Clear a filter in a PerformancePoint analytic report

You can clear a filter in a PerformancePoint analytic chart or grid by doing either of the following:

  • Use the Web Part menu and choose Reset View, or

  • Right-click the filtered report, choose Filter, and then select Clear Filter.

Important:  When you apply a Top 10 filter or a Value filter to a report or a scorecard, the filter applies to the highest level in a dimension hierarchy. For example, suppose that an analytic chart is displaying information about sales amounts across different cities, and that those cities are located in various regions/countries. Suppose further that in the database that is used by the report, the Geography dimension has a hierarchical structure that resembles the following: Region/Country > State or Province > City. When you apply a Top 10 filter or a Value filter to the analytic chart, the results will include the cities that meet the criteria you specify, across all the regions/countries.

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