Selection Page

The Selection Page dialog allows users to apply filters to their data. All the filters entered will be combined with the AND operator in the results filter. The Selection Page will be added to existing filters, unless the Overwrite all Existing Filters option is selected, in which case only the locked filters will be kept.

Selection Pages for views use actual fields, as opposed to Selection Pages for dashboards and reports, which use global parameters.

  1. Double-click a view to open it. If a selection page was assigned to the view, the Selection Page dialog box opens.

  2. Choose the appropriate values for the fields to apply to a filter.

    Note

    If one of the fields appears with a grey background, this is because its value has been specified as mandatory in the Selection Page definition (refer to Adding / Editing a Selection Page for more details).

  3. If more than one Selection Page is available, you can change it from the Selection Page drop-down list at the top.
  4. Click to open a Prompt dialog to select existing values instead of manually typing them in the Filters dialog.
  5. Make the appropriate choices from the available list.

  6. Click Confirm to open the Data Model in a worksheet view.

    Note

    If you do not make any selections and click Confirm, the worksheet will open without filters.

After applying filters, they will appear at the bottom of the page. You can edit them by hovering over their boxes and clicking .

If a data type has been defined in the Data Model, user input will be validated.

Adding / Editing a Selection Page

To add / edit a Selection Page:

  1. In the Data Models and Views tab, right-click the Data Model and select Edit Selection Pages.

  2. In the upper right hand corner:

    • Click to add a new selection page.

      OR

    • Click to edit the existing filter.

    The Selection Page dialog box opens:

    • The left section of the window lists the fields contained in the Selection Page.

    • The right section ( the one under the Search bar) lists all available fields from the Data Model Designer.

To add a field to the list:

  1. In the right section, click the field you want to use for the selection page.
    Note

    Fields selected on the left may be moved to the desired position and reordered by using and .

  1. In the Prompt column, specify if the field mandatory or not. Select one of the following:
    • Option 0,n means that a minimum of zero value must be entered for that field or a maximum of n (any value).
    • Option 1,1 means only one value MUST be entered, while option 1,n means at least one or many values must be entered. 1,1 and 1,n determine mandatory values for the Selection Page.
  2. In the Operator column, select the operand you want to apply (refer to Advanced Filters for more details).
  3. In the First Valueand Second Value columns, select a value in the drop-down list.
    Note

    Each selected field can have a default value specified in the text box. The default value can be a constant or a global parameter variable code.

  1. To remove a field from the list: just click beside the text box.
  2. Click Confirm when you are done.