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Create an interactive filter for whether a field is empty or populated

Create an interactive filter for whether a field is empty or populated

You can create a Boolean interactive filter that lets users filter report widgets based on whether a specific field is empty or populated.

Before you begin

Role required: hp_publisher_admin and report_admin. The hp_publisher_admin role exists only for managing interactive filters. By default, it contains no other roles and is not contained in any other roles.

You must have Performance Analytics to create interactive filters.

Note: If the interactive filter has a default value or specifies the last selected value, this value is not applied automatically on non-responsive dashboards. This feature is only available on Responsive dashboards.

About this task

Create this filter for a field where Yes filters for records where the specified field is populated and No filters for records where the field is empty. Name the filter to represent this logical relationship. For example, you can use the name "Incident generated problem" for a filter based on the Incident table and the Problem field.

Procedure

  1. Navigate to Reports > Interactive filters.
  2. Click New.
  3. In the Filter based on list, select Boolean.
  4. Set the following fields:
    Name Description
    Name Enter a name for the filter. This name appears on the dashboard 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 dashboard. Use this name to help organize your filters. If you do not specify a lookup name, the Name value is used instead.
    Description Enter a description of the filter.
    UI control type Select how the available filtering options for this filter appear on the dashboard widget. See Available interactive filter UI control types.
  5. (Optional) Select Apply to all tables in hierarchy to apply the filter to parent, child, and sibling tables of an extended table. For more information, see Apply interactive filters to all tables in a hierarchy.
  6. In the Table choice list, select the table that contains the field to filter on.
  7. In the Field choice list, select the field to filter on.
  8. Click Submit.

What to do next

After you create the filter, add it to a homepage or dashboard.

This site is scheduled for a small content update on Tuesday, December 18th, between the hours of 4:00pm and 8:00pm Pacific Time (Dec 19 00:00 – Dec 19 4:00 UTC). Access to this site may be slightly delayed during that time.