HP Storage Essentials Storage Resource Management Report Optimizer Software 6.0 Building Reports Using the Web Intelligence Java Report Panel (August 2008)

Filtering data retrieval using query filters90
This chapter explains how to use the following two filter types:
• predefined filters
• custom filters
For information on creating prompts, see ”Building prompt filters on data providers” on
page 113. For information on creating advanced filters, see ”Filtering data using
subqueries and database ranking” on page 105.
Note: Use query filters systematically when you create Web Intelligence documents to:
• ensure the document data is relevant to your analysis
• optimize the time it takes to return the data to the reports in documents
• minimize the size of documents stored on your system
Using predefined filters
Predefined filters are a method of making the specific data you most typically need for
reports permanently available in the Web Intelligence data tab. They are created by an
administrator and saved with the universe. Predefined filters often contain complex
expressions that require a detailed knowledge of the database structure. Including
predefined filters on the universe means you don’t need to create the same custom filters
every time you create new Web Intelligence documents based on the same universe.
Example: Targeting only privileged customers with a new store card payment scheme
In this example, you are a sales representative who wants to analyze the number of
purchases by customer by year, in order to target an incentive campaign for a new type of
store card payment scheme. Only those customers who are high spenders interest you.
Your administrator has created a filter on the universe, called Privileged Customers, to
make it easy for users building documents to analyze only those customers. When you use
this prdefined filter as a query filter, the data returned to the report table or chart will only
include data for the customers your company considers privileged customers.
Note: As a Web Intelligence user, you cannot edit predefined filters. This needs to be
done by an administrator. Predefined filters can only be used to filter the query, they
cannot be used to filter specific reports, sections, or blocks in the document.
Including a predefined query filter
To include a predefined query filter:
1. Make sure you are in Query View.
The Edit Query button is pressed in when you are in Query View. Web Intelligence
displays the universe objects on the Data tab.
2. Double-click the objects you want to include in the query.