SECTIONSDataset Filter Reference
When creating a plan from a data source, you can configure dimension filters that are applied when retrieving data from the dataset. A filter consists of three parts:
- Dimension - the dimension whose values you want to filter.
- Operator - the operator used when filtering. For more information, see Dataset Filter Operators.
- Value - the dimension value used when filtering.
Operators
The following operators are available when defining a dimension filter.
Filter Logic Options
The following filter logic options are available when defining dataset filters for a plan created from a data source or a template.
| Option | Description |
|---|---|
| "AND" | Retrieves dataset rows that match all of the filters. |
| "OR" | Retrieves dataset rows that match any of the filters. |
| "Custom Logic" | Returns data that match the combination of filters defined by a custom logical expression. |
Custom Logic
In some cases, the relationship between the filters you define can be complex and using the "AND" or "OR" options isn't appropriate. For example, you might want to create a plan halfway through the year using existing actual values. You use the current year's actuals for the first six months and last year's actuals for the remaining six months. You can achieve this by using custom filter logic.
You might define your filters as in the following table.
| Filter | Dimension | Operator | Value |
|---|---|---|---|
| 1 | Balance Type | Equals | Actual |
| 2 | Financial Year | Equals | 2024 |
| 3 | Financial Period | Equals |
007 008 009 010 011 012 |
| 4 | Financial Year | Equals | 2025 |
| 5 | Financial Period | Equals |
001 002 003 004 005 006 |
You can then reference each filter by its number and use AND, OR, and parenthesis to build a logical expression as in the following example.
1 AND ((2 AND 3) OR (4 AND 5))