1. User’s Guide for Oracle Analytics Desktop
  2. Filter Data
  3. Use the Workbook Filter Bar
  4. Add Selection Steps in the Filter Bar

Add Selection Steps in the Filter Bar

Use selection steps in the workbook filter bar to select the levels or members you want to display in a table or pivot table visualization that uses a level or parent-child hierarchy.

You can create selection steps only for hierarchical data elements. A selection step affects only visualizations that use the same hierarchy as the selection step.

For more information about selection steps, including how to use the different actions and operators, see About Selection Steps.

For information about which filter bar properties apply to selection steps, see Filter Bar Properties.

For information about the Limit Values setting for selection steps, see How Filters Limit Each Other.

For information about disabling a selection step, see Disable a Filter or Selection Step.

This tutorial shows you how to create selection steps in the workbook filter bar for a level hierarchy and a parent-child hierarchy.

Tutorial icon Tutorial

  1. On the Home page, hover over a workbook, click Actions, then select Open.
  2. In the Data panel, drag and drop a hierarchical data element to the filter bar.
  3. In the Selection Steps dialog:
    1. Select an action from the Actions drop-down list.
      Description of selection_steps_dialog_actions.png follows
      Description of the illustration selection_steps_dialog_actions.png

    2. Select an operator from the Operators drop-down list.
      Description of selection_steps_dialog_operators.png follows
      Description of the illustration selection_steps_dialog_operators.png

    3. Use Ctrl-click to select the levels or members from the Values drop-down list.
  4. Optional: To quickly see the exact members selected, click the green highlighted number in the member selection drop-down list.
    Description of selection_steps_dialog_overview.png follows
    Description of the illustration selection_steps_dialog_overview.png

  5. Click Save.