Skip to main content

Creating and Using a Drop-Down Menu

Creating and Using a Drop-Down Menu

You can drag and drop a level to the Filters box or the filter bar and then use the filter drop-down menu that the system displays. This section provides the details. (You can use expression pivot variables in the same way. See Defining and Using Expression Pivot Variables.)

For example, if you drag and drop the Year level, you might see this in the Analyzer (depending on what else you have done):

Year filter shown with no selection

Use the control to select members of the Year level. When you click the Search button , you see something like this:

Year filter expanded to show options

Here you can:

  • Select All to see all members of this level (that is, perform no filtering with this level).

    Note that the maximum number of members that can be displayed is 2500.

  • Select one or more members to filter the pivot table to use only data for those members.

    You must press Ctrl while selecting multiple members.

  • Select one or more members and select Exclude Members to filter the pivot table to use data for all members except for the selected ones.

  • Click Range and then specify an inclusive range of members. When you click Range, the control changes to look like this:

    Two dropdowns labeled From and To, each with option NOW currently displayed

    In each drop-down list, select a member. For a time level, the list of members includes NOW, which always refers to the current date.

For other options, see Filtering Data..

When you are done, click the check mark button to accept the selections. Or click the X button to discard your changes.

Note:

The filter control is part of the Pivot Builder area, not part of the Pivot Preview area. This has two implications:

  • When you save the pivot table, the Analyzer saves any selections in the filter control. When you next open the pivot table, the Analyzer redisplays the filter control as you saved it.

  • The pivot table as seen in a dashboard is filtered as you saved it and does not include the filter control. (You use a separate mechanism to provide filters to users of your dashboards.)

FeedbackOpens in a new tab