You can use Filters in Smarten cross-tab analysis to filter based on row dimension, column dimension, and measures in analysis data. The advanced filter option in Smarten also allows you to create filters based on various string, arithmetic, date, statistics, trigonometry, or conditional statements using various arithmetic operators (like +, -, /, etc) or comparison operators (like =, >, < etc.) and so on measure columns.
Note: Measure filters are available as object–front–end filter only.
Filter Option
Example 1 :
How to display the Category details in which the Gross sales is greater than 50,00,000. The below Sales analysis shows the Product category wise Gross sales over different years.
SALES ANALYSIS BEFORE APPLYING THE FILTER
Step 1
You can open the Filter dialog box from the Analysis Toolbar.
Or
In the analysis, right-click on a specific cell. Click on the Filter option displayed in the menu.
Step 2
The Filter dialog box opens with filter based on data type of column—Numeric dimension, String dimension, Date dimension, or Measure. Click Add icon to open the Add filter dialog box.
Step 3
Enter a name in the Name field and select the filter type as 'front-end data (object data)' to filter on GrossSales.
Note: To apply filter on the measure column, Object data option should be selected and the measure column should be present in the analysis.
Step 4
To set the condition,
Select Include option, Select operator as '>=', Enter the value as 50,00,000 and click ADD.
You can also include multiple conditions by clicking ADD and selecting any logical operator (AND or OR) to join them.
ADD FILTER OPTION
Click OK to apply the filter in the analysis.
SALES ANALYSIS AFTER APPLYING THE FILTER
Advanced Filter
Example 1:
Let's see how to display the under-performing categories in the sales analysis (Difference of Gross Sales and Target is negative).
The below sales analysis displays the Product Category wise Gross sales and Target over different years.
Step 1
Follow the Procedure of Filter.
Step 2
In the Add filter dialog, select the Object data and the Advanced filter option.
Step 3
In the Expression box, enter the expression as '(Gross Sales-Target) <= 0'.
You can create or edit expression by direct edit in the Expression box or by selecting values from the Dimension Values, Functions, and Operators boxes.ADD FILTER OPTION WITH ADVANCED FILTER EXPRESSION
Click OK to apply the filter.
SALES ANALYSIS AFTER APPLYING THE FILTER
Example 2:
To display the sales details in which the Variance is greater than 90 for the current year and previous year, you can make use of the advanced filter as below.
The sales analysis shows the State wise Gross Sales and Target for different years.
SALES ANALYSIS BEFORE APPLYING THE FILTER
Step 1
Follow the Procedure of Filter.
Step 2
In the Expression box, enter the expression as 'whenThen( Year, "2014", ((GrossSales*100)/Target) > 90, "2013",((GrossSales*100)/Target) > 90,0)'.
and Click OK to apply the filter.Note: This article is based on Smarten Version 5.X onward. This may or may not be relevant to the Smarten version you may be using.
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