Workbook Visualization Filters

After you set up a table view, pivot table, or chart, you can filter the data using a few types of filters: value-based, condition-based, measure-based, or date filters.

In table views and pivot tables, value-based filters check every row and column and remove those that don't have your selected value. In charts, any columns, bars, or lines that don't have the value you picked are removed too.

In pivot tables, measure-based filters check row and column totals and remove anything that doesn't match your filter. In charts, columns, bars, or lines with totals that don't meet your filter are removed. You can use measure-based filters on measure fields (ones that need sum, count, average, etc.), so they're only for charts and pivot tables.

In any visualization, you can make filters based on dates or conditions. For date fields, filter using specific or dynamic dates. For number fields, you can add condition-based filters for any range of numbers.

You can add as many value-based filters as you want to a visualization, but only one measure-based or date filter. If you use both, value-based filters are always applied first.

Filters you add to a visualization only affect what you see in that visualization, they don't change the dataset it's using. To filter the dataset, make criteria filters in the Dataset Builder. Also, if your NetSuite account has values in different currencies or is a OneWorld account with multiple subsidiaries, you'll need to convert or consolidate those values before you can use them in a measure-based filter.

For more information about filtering a dataset, see Dataset Criteria Filters.

For more information converting or consolidating values in a workbook visualization, see Currency in Datasets and Workbooks.

To learn how to use the workbook visualization filters, see the following:

• Available Filters for Aggregate and Non-Aggregate Fields

• Value-based Filters

• Condition-based Filters

• Measure-based Filters

• Date Filters

General Notices