filter and sort sap businessobjects analysis 1.0, edition for ms office

Filter and Sort

SAP BusinessObjects Analysis 1.0,Edition for MS Office

© SAP AG 2009 SAP BusinessObjects /

Filter and Sort: Lesson Objectives

After completing this lesson, you will be able to:Sort displayed dataFilter crosstabs using dimension membersFilter crosstabs using measures


Filter and Sort

Filter – Restricts query results to those that include the relevant information.

Analogous to the “WHERE” clause in SQL SELECT statements

Sort – Reorders the table based on the user’s chosen sort criterion.


1. Sorting

2. Filter By Member

3. Filter by Measure

Agenda


Sort May Be Maintained…

By clicking the Sort icon in the Data Analysis group

Via the context menu


Sorting Options

There are three basic approaches to sorting:

Sort AscendingAscending sort by the currently selected dimension’s current member display type

Sort DescendingDescending sort by the currently selected dimension’s current member display type

More Sort Options…Opens a modal sort by … dialog, allowing the user to chose more sophisticated sorting techniques.


Sort By…

The Sort By dialog is a dynamic one, whose behavior is dependent on the currently selected cell in the crosstab.

If the currently selected cell is a measure, then the options are limited to simple ascending and ascending sort.

If the currently selected cell is a dimension, then the options are at a minimum:

Presentation Type (with additional choices for Key, Text, and so on.)

Value in chosen measure column

If there are attributes available for the dimension, then there will also be the option to sort by these attributes, whether or not they are displayed.


1. Sorting

2. Filter By Member


Agenda


Filter by Member

By clicking the Filter icon in the Data Analysis group.

By dragging elements to the Filter area of the Design panel

Via the context menu


Filter Operations Via the Design Panel

Filtering in the design panel is a simple and intuitive operation

1. To add a filter, simply drag the member to the filter panel.

2. The crosstab will be automatically refreshed to reflect the new filter. In this example, we’ll restrict the crosstab to “Sold-toPartyCountry = Germany”

3. To remove the filter, simply drag the member from the filter panel to any other location.

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Filter Operations

The following filter operations are available:

Filter by Member - Brings up the Member Selector modal dialog. The Member Selector is the main alternative to filter management in Analysis for Excel and the only method in Analysis for PowerPoint.

Select all Members – Adds all members of the dimension currently in scope (this option is available when a member is selected and not all of that dimension’s members are already visible)

Filter by Measure – Initiates a Filter by Measure dialog (discussed later)

Suppress Zeros on Rows – No rows containing only zeroes are displayed

Suppress Zeros on Columns - No columns containing only zeroes are displayed


Suppress Zeros on Rows and Columns

Suppress Zeros on Rows – All rows with zero values are eliminated from the crosstab display

Suppress Zeros on Columns – All columns containing only zero values are eliminated from the crosstab display.

If entire rows or columns contain only zero values and the user is not specifically interested in that information, then the user may regard them as visual clutter. There are two options for filtering out this clutter:


Member Selector - Opening

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The Member Selector can be reached via either the ribbon or context menu

1. To enter via the ribbon: Select a member in the crosstab. Then from the Filter menu on the ribbon, select “Filter By Member”, or click directly on the filter icon.

2. To enter via the context menu: right click on a member in the crosstab to bring up the context menu. Then select “Filter”->“Filter By Member”

The selected member will be checked in the member selector


Member Selector – Tour (1)

1. If a dimension member was selected, then all of the members of that dimension (member + siblings) will be in the selection list.

2. If a hierarchy was selected, then all elements under that hierarchy will be in the selection list.1

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Member Selector – Tour (2)

1. When selecting members, the user may select how to display the member in the member selector

2. Members may be selected individually, or by range

3. The member selector contains search functionality for those dimensions with large numbers of members

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Selection Ranges

1. The user may create as many selection range rules as he or she wishes

2. The available list of range selection operators is:

Between Outside Greater Than Greater Than Or Equal To Less Than Less Than Or Equal To Equal To Not Equal To

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Selection Ranges - (2)

Member names may be typed in…or value help may be used


Selection Ranges – (3)

1. A selection range is not added you click the Add Range button.

2. You may remove a range by clicking on the X in the upper right of a range definition.

3. After maintaining the range definitions, click OK to apply them

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Member Selector - Search

1. Member search may be done either by key or short text

2. After typing in a portion of the short text or key, click Search (binoculars) to generate a list of available members

NOTE – Some data sources are case sensitive and others are not, depending on the landscape details

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1. Sorting

2. Filter By Member


Agenda


What is Filter by Measure?

Suppose you wanted to know: What were the top five or bottom five sales divisions were What products were doing well in certain regions, but poorly in others What products had sales within certain ranges And so on…

The ability to answer such questions is central to ad hoc analysis. To easily answer them, you need a tool that can filter your crosstab based on the data values contained within.

In addition, given the space constraints of a PowerPoint slide, a user of Analysis on PowerPoint will likely want to use these same tools to show only the most important information.

Analysis provides such a tool: Filter by Measure.


Filter by Measure

Using Filter by Measure, you can analyze your data based on content; focusing on a particular dimension of interest, or in a more exploratory manner by focusing on a measure .

The behavior of measure filters is different in some key respects to simple member filtering and there are key differences in whether measure filter is oriented on a dimension or measure.

When the measure filter is assigned to a dimension, it may be applied to any arbitrary measures.

When a measure filter is assigned to a measure, it can be applied to all dimensions in the crosstab, or just to the most detailed.


Filter by Measure – Dimension (1)

When filtering by measures based on a single dimension, the dialog bears some common design concepts with interval based member filtering.

1. The user may add and delete filtering rules based on the current dimension.

In this example, the value of the Sales Volume measure must be greater than €1000 and the value of the Sales Order Item must be less than 1000.

2. Operators and Values are assigned to each rule.

3. Each rule has a single measure assigned.

4. The user may choose logical AND/OR operators for the complete rule set .

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Filter by Measure – Dimension (2)

A very common usage of dimension based measure filters is Top N ranking.

For example, Let’s restrict TechEd Sales Analysis 01 to only the top five sales divisions.


Filter by Measure – Dimension (3)Restricting a dimension to its top 5 members

1. The measure chosen is Sales Volume EUR. We’ll use only a single measure in this example.

2. The Top N operator is chosen, with a value of 5

3. Once applied, only the top 5 sales divisions are visible

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Filter by Measure – Measure (1)

When a Filter by Measure filter is oriented on a measure, the dialog is the same as if it were oriented on a dimension. The behavior is considerably different ,however, and is based on the chosen scope of the filter.

If All Dimensions Independently is chosen, then the measure filter is applied to all dimensions, independently of one another.

If Most Detailed on Rows is chosen, then the filter is applied only to the most detailed dimension, no matter what it may be.

If Most Detailed on Columns is chosen, then likewise on columns


Filter by Measure – Measure (2) Restricting all dimensions to top 3 independently

Again, a very common application of filtration by measure is the Top N scenario.

1. We are initially displaying both Sold to Party and Sales Division in Sales Analysis 01, with no member filters applied.

2. A Filter by Measure filter is created, oriented on Sales Volume EUR. The top N operator is chosen and N is set to 3.

3. The crosstab is now filtered to show only the top three sales divisions, each with their top three sold-to parties.

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Filter by Measure – Measure (3) Threshold filtering of the most detailed dimension

Another common use case is threshold filtering of the most detailed dimension, using the greater than and less than (or >= and <=) operators.

In this example, we’ll filter the crosstab to sold-to parties with a sales volume of 10 million Euros or more.

1. In the filter by measure, chose the >= (greater than or equal to) operator and ten million as the value.

2. Make sure that Sold to Party is the most detailed dimension and apply the filter.

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Filter by Measure – Tracking

Unlike Filter by Member filters, Filter by Measure filters are not readily apparent in the Analysis tab of the Design panel.

They are listed in the Filter panel of the Information tab on the Design panel pane. Here is the “Restricting all dimensions to top 3

independently” filter example shown earlier.

They are also visible by adding an Effective Filters info field to the worksheet


Filter by Measure and Totals

When using Filter By Measure filters, you may note that the cell values don’t always add up to what is shown on the totals rows. This is because the members that are being filtered out are still being used to calculate the totals. This is a backend limitation.

This does not occur when Filter by Member filters are used.


Filter and Sort: Lesson Summary

After completing this lesson, you are now able to:Sort displayed dataFilter crosstabs using dimension membersFilter crosstabs using measures

filter and sort sap businessobjects analysis 1.0, edition for ms office

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