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Pentaho Documentation

Create Advanced Filters in Interactive Reports

Overview

Explains how to create filters on multiple groups of fields.

You can create filters on multiple groups of fields, rather than a single group of fields. Filters with multiple groups are called advanced filters. To create an advanced filter, drag the fields into the Filter Panel and move items into multiple groups by moving them up, down, and indenting them to create a hierarchy.

Apply a Summary Function

You can assign a summary function to columns that contain numeric values in your report. A summary function is a summarization technique that performs calculations on values in columns, groups, or in the entire report.

  1. Click the down arrow next to a report column that contains numeric values.
  2. Select Summary from the menu, then choose the summary type. These types are described in the table.
  3. Save the report.
Summary Function Menu Descriptions
Function Name Description
None No summary function assigned
Average Calculates the average value in a given column
Count Counts the items in a group or report, but does not require a numeric value.
Count Distinct Counts the distinct occurrences of a certain value in a column; does not require a numeric value
Max Identifies the highest or largest value in a column
Min Identifies the lowest or smallest value in a column
Sum Calculates a total sum of the group or report (group level, and running total in the report footer)

Apply an Aggregate Function

You can assign an aggregate function to columns that contain numeric and non-numeric values in your report. Aggregate functions return a single value (for example, Average, Maximum, Minimum), calculated from the values in a column.

Filters for aggregation can only be created on columns that are present on the report canvas.

For example, the sum of a column results from adding all the values in the column. The values in the column update.

  1. Click the down arrow next to a report column that contains numeric values.
  2. Select Aggregation from the menu, then choose the aggregation type. These types are described in the table.
  3. Save the report.
Aggregate Function Menu Descriptions
Function Name Description
None No aggregate function assigned
Average Calculates the average value in a given column
Count Counts the items in a column; does not require a numeric value
Count Distinct Counts the distinct occurrences of a certain value in a column; does not require a numeric value
Max Identifies the highest or largest value in a column
Min Identifies the lowest or smallest value in a column
Sum Calculates a running total sum of the specified column