Dataset Criteria Filters
On the Dataset Builder above the Data Grid, the Criteria Builder enables you to filter your dataset results. Unlike filters that you create within workbook visualizations, criteria filters remove entire records and fields from a dataset which impacts all workbook visualizations that are based on the dataset. For example, if you create a criteria filter that removes invoice records from a dataset, workbook visualizations based on that dataset will no longer include invoice data. Use caution when applying new criteria filters to a dataset that is used in multiples workbook visualizations.
Criteria filters are joined by AND/OR logic within the Criteria Builder and can be grouped so that multiple filter conditions are evaluated as one item within the list of filters. You can edit or delete criteria filters as necessary, or move filters so that they are evaluated in a different order. Any fields that you use in a criteria filter are highlighted in the Fields list, however they do not appear at the top of the Fields list like fields that are added to the Data Grid. If you are not sure which record type a field in the Criteria Builder belongs to, click the Field menu icon next to a criteria filter and click Show Location in Field List.
When you create a new criteria filter, the results in the Data Grid are automatically updated. To update the results in a chart or pivot table that is based on the dataset however, you must manually refresh it.
If you create a criteria filter based on a joined record type that has a one-to-many or many-to-many relationship with the root record type of the dataset, it can cause data duplication. For more information, see Data Duplication Based on Record Joins.
If you are trying to filter results from a pivot table or chart that is based on linked datasets, you must apply the filter to the matching field in each dataset. If you do not, the results might include blank rows. For more information, see Create Visualizations Based on Linked Datasets.
To create a dataset criteria filter:
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On the Dataset Builder, drag a field from the Fields list or the Data Grid to the Criteria Builder.
The Filter window appears.
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In the Filter window, select the filter conditions you want to apply to the field. Up to four types of filters are available depending on the field you select. For more information, see Filter Types.
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(Optional) If you want to group your criteria filters, click New Group.
Grouped criteria filters are considered one item in the list of criteria filters and are evaluated in the order that they appear in the Criteria Builder. For more information, see Grouping Filters.
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Repeat steps 1–3 for each filter or filter group you want to define.
By default, criteria filters are added using an AND operator. To change the relationship between filters and filter groups, click AND and select OR from the popup window.
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(Optional) If you accessed the dataset from within a workbook, click Apply to workbook to preview your changes in the workbook.
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Click Save to save your dataset changes.
If you do not own the dataset, click Save As to save it under a different name.