Filtering With Slicers

How to:

Reference:

Once you add slicers to an InfoAssist report, you can use them to filter the report. You can select values from the slicers drop-down menus, change the number of records that show, create new slicer groups, clear existing slicer groups, and update the report preview. Unselected slicers have their values filtered by the selected slicers. Only values that meet the criteria for previously selected slicers will appear in the drop-down menu for the next slicer. Slicers are not filtered in the order they appear in the slicer group but by the order they are selected.

Slicers created for an InfoMini application share all of this functionality, except for the ability to update the preview and limit the number of preview records shown.


Top of page

x
Procedure: How to Change the Relationship Operator

You can change the relationship operator for a slicer by using the following procedure. For alpha fields, the only available operators are equal to and not equal to. For numeric and date fields, the available operators are equal to, not equal to, in range, not in range, greater than, less than, greater than or equal to, and less than or equal to.

  1. With InfoAssist open and at least one slicer added to the report, click the Slicers tab.
  2. Click the operators button on the slicer for the operation you want to change.

    A list of operators appears in the drop-down menu, as shown in the following image.

    Relationship operator drop-down menu

  3. Select the desired operator from the drop-down menu. You can rest the mouse over an operator to display a tool tip describing the operation.

    Relationship operator hover menu


Top of page

x
Reference: Edit Slicers Dialog Box

You can access the Edit Slicers dialog box from the edit button available next to the group labels in the Slicers tab, as shown in the following image.

Edit slicers button

The Edit Slicers dialog box has a General section, a Record Limit section, and sections for each existing slicer group, as shown in the following image.

Edit Slicers Dialog Box

General

Edit Slicers Dialog Box

Provides check boxes to show or hide the Auto Update Preview and the Options group. It also contains a section for reordering or deleting existing groups.

  • You can select the Show Options group check box to display the Options group on the Slicers tab. The Options group is shown in the following image.

    Options group

    The Options group contains the New Group, Clear Slicers, and Update Preview buttons.

    The New Group button adds a new Slicers group to the Slicers tab.

    The Clear Slicers button clears all selected values from the existing slicers.

    The Update Preview button updates the design time canvas with any changes that have been made.

  • You can select the Auto Update Preview check box to enable auto updating of the canvas.

  • To reorder groups, select a group and use the up and down arrows to change its position. Selecting a group and clicking the Remove from List button will delete the group.
Record Limit

Edit Slicers Dialog Box

Provides check boxes to show or hide the Record Limit group, the Preview control, and the Run Time control. Also contains drop-down menus for the number of preview and run-time records that will be shown.

  • You can check the Show Record Limit group check box to display the Record Limit group on the Slicers tab. The Record Limit group is shown in the following image.

    Record Limit group

    The Record Limit group contains the Preview and Run Time drop-down menus.

    The Preview drop-down menu controls how many records are displayed in the design-time preview.

    The Run Time drop-down menu controls how many records are displayed at run time.

  • You can select the Show Preview control check box to display the Preview drop-down menu in the Show Record Limit group of the Slicers tab on the Control Panel.

    You can set the default number of records to be shown at design time with the Records drop-down menu in the Preview section.

  • You can select the Show Run Time control check box to display the Run Time drop-down menu in the Show Record Limit group of the Slicers tab on the Control Panel.

    You can set the default number of records to be shown at run time with the Records drop-down menu in the Run Time section.

Existing Groups

Edit Slicers Dialog Box

Provides a text area to change the name of the group, an area to change the order of the slicers in the group, and a required option for slicers. Selecting a slicer and clicking the Remove from List button will delete the slicer.

  • You can change the name of the Slicer group by editing the name in the Group Name text input area.

  • You can change the order of the slicers by selecting a slicer and using the up and down arrows to change its position.

  • You can set a slicer to required by selecting the Required check box. A slicer that is set to required must have a value selected before the report can run. A required slicer will be denoted with an asterisk, as shown in the following image.

    Required slicer


WebFOCUS