A reference field interactive filter allows users to filter report widgets based on
the value of a reference field.
Role required: hp_publisher_admin and report_admin
You must have Performance
Analytics premium to create new interactive filters.
Repeat steps 7-10 as needed for each reference field you want to filter on. After
you create the filter, add it to a homepage or dashboard.
In the Filter based on choice list, select
In the Reference table choice list, select the table
that stores the referenced records you want to filter on.
Set the following fields.
||Enter a name for the filter. This name appears on the
homepage widget for the filter.
|Look up name
||Enter a lookup name for the filter. This name appears in
the Add content menu for users adding a filter to a homepage
or dashboard. Use this name to help organize your filters.
If you do not specify a lookup name, the
Name value is used
||Enter a description of the filter.
|UI control type
||Select how the available filtering options for this
filter appear on the homepage widget. See Available interactive filter UI control types.
Note: For choice list interactive filters, you can
exclude specific elements from appearing on the
filter using the Exclusion
list. However, data for excluded
choices is included when you select
All on the interactive
Right-click on the form header and select Save.
In the Interactive filter references related list, click
In the Reference table field, select a table that has
reports you want to filter.
Select the Reference field to filter on.
The field must reference the table specified in the parent filter
Reference table field.
You can dot-walk from fields that reference other tables. For example, if the
parent filter Reference table is Department
[cmn_department], you can select Incident as the reference
Reference table, then select Caller
Department as the Reference