Filter Step

Property

Values

Comments

Open

Select from list

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Braces to group a set of conditions for applying appropriate AND/OR combination

Field

Select from list

Select the field on which you want to apply filter

Criteria

Select from list

Select the operator to be used in the filter. These are comparison operators based on the data type of the selected field (different for character, numeric or date).

The between operator prompts for two values

Value

Enter or select from list

Based on the configuration of this field in the meta layer, the value list appears

Close

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Braces to group a set of conditions for applying appropriate AND/OR combination

Relation

AND

OR

AND = The next condition is applied with combined conjunction of this condition

OR = The next condition is applied in alternate conjunction of this condition

Use Parameter

Select/De-select

Select = When Use Parameter is selected, Value gets populated with parameter values for comparison

Additional Mandatory Filters

Specify a number

This specifies the number of filters in addition to existing filters that are mandatory for user to choose

Lookup Values

Select/De-select

Select = Whether this field provides a list of lookup values to apply filter on. Lookup values can be retrieved from a value list or from another table or query

Note: Lookup Values is enabled for char and date type fields

Mandatory

Select/De-select

Select = Will mandate reports using this Query Object to apply filter on this field

Hide

Select/De-select

Select = Will remove this field for filter options. End user will not see this field in filter-on field list

Lookup Details

Key Value Field

Select a field

When we have Lookup values with display and value columns, the value should apply to filter on key field, instead of display applying filter on this field.
This is a SQL optimization option.If you create a lookup with customerID and customer name and your table is indexed on customerID, then for the customer name field, set customerID as Key Value Field

Dynamic

Select/De-select

Select = You can set a source (SQL or another Query Object) for the Lookup values

Static

Select/De-select

Select = You can type in the lookup values

Restrict to list

Select/De-select

Select = The list shown to the end user for selecting values for filtering should not allow typing in new value other than list

Fetch

Now,

On Every use,

Lazy,

By Search

Now = Fetch the values only upon saving this Query Object

On Every Use= Fetch the values every time end user screen loads for prompting filters

Lazy = Fetch the values when user selects this field for filtering and clicks the combo for value selection

By Search = Fetch matching values when user starts typing values in the filter

Min. Key Length

Number 0-4

By search fetching of data starts only after these many characters are typed by the user

User Defined

Select/De-select

Select = To provide a user defined SQL or data source for lookup values

De-select = Automatically generates distinct based query to get lookup values

New Source/

Existing QO

New Source/

Existing QO

Whether user defined is new SQL or an existing Query Object

Display Column

Select from List

From lookup value result set, select the field to display on the user interface

Value Column

Select from List

From lookup value result set, select the field to pass the value under filters

Link Lookup

Select/De-select

Select = Specifies that this is a nested lookup

Link Lookup     To Parent Field

Select/De-select

Select = Select the parent field to which this field will be nested.

For example, Set Country as the parent field for this property of State field

Note that you must use the parent value in the where clause of lookup SQL

Link Lookup

Mandatory

Select/De-select

Select = Before applying a filter on Parent field, the nested field lookup values will not be listed

De-select = Before applying a filter on Parent field, ALL values will be listed for nested field. When a filter is applied on parent field, NESTED values will be listed