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Tips and Tricks

Filtering Data In Business Insights Explorer Views

You can narrow your result set in a BIE View using any one of the following filtering methods:

  • Click on the value to be filtered, and then click the Filter by Selection button on the Business Insights Explorer toolbar. The list is automatically filtered by the selection.
  • Click the drop-down arrow in a column header, and select the value to be filtered from the list. The list is automatically filtered by the selection.
  • Click the drop-down arrow in a column header, and then click Custom to open the Custom Filter window. Here you can define either single-level filter equations or groups of equations.

Notes:

  • To remove a filter, click the Remove Filter button on the Data toolbar.
  • Alternate the Data Grid between filtered and unfiltered views by clicking the Toggle Filter button in the Data toolbar.
  • To save a filtered view, click the Save Settings button in the Explorer toolbar.

Please contact one of our Clifton Gunderson Technology Solutions professionals for all of your business technology needs.

The information contained herein is general in nature and is not intended, and should not be construed, as legal, accounting, or tax advice or opinion provided by Clifton Gunderson LLP to the reader. The reader also is cautioned that this material may not be applicable to, or suitable for, the reader’s specific circumstances or needs, and may require consideration of non-tax and other tax factors if any action is to be contemplated. The reader should contact his or her Clifton Gunderson LLP or other tax professional prior to taking any action based upon this information. Clifton Gunderson LLP assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect the information contained herein.

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