Summarizing Numeric Data Using Filters

You can use the advanced Summary and Detail filter options to filter your data by aggregated values or by individual records. This enables you to review data from a high level or a more granular view. You can use these filter options to view summary or detailed information to make decisions and review different scenarios with your data, depending on how much information you want to see. You can also add additional fields or filters to expand your analysis.

The Summary option, which is the default for numeric fields, allows you to select records based on the aggregated value of a field.

Note: As sort fields change, the information that displays in your filter refreshes, allowing you to see the most up-to-date filter information.

You can also filter using the Detail view, which shows the individual breakdown of items in each row of your chart, and enables you to select only the data that you want by excluding all unwanted data.

When you place a measure on the filter shelf, right-click it and select Filter on to access the Summary and Detail filter options, which are shown in the following image.

If your request produces a single row when using a Summary filter, such as when there is only one sort value, the filter control shows a single Summary value instead of providing a range. If you point to the filter value, a tooltip appears that says, Summary filter irrelevant. Change to Filter on Detail or add a sort field to your request.

You can change measures and add dimensions to see further detail in your chart.

If you create a Summary filter and then changes are made to the request such that the minimum or maximum value on the Summary filter range falls outside the range of values in your data, that filter value appears in red in the control. If you point to it, a tooltip indicates that it is outside the range of your data. The filter is still valid, but may not be applicable to the current state of your content.

In addition, when working with numeric filters, you can select the type of aggregation to be used in the Summary filter. By default, a Summary filter uses the sum aggregation. You can also apply any of the standard aggregation methods including average, count, count distinct, minimum, and maximum to your Summary filter.

Note: Summary filters take advantage of the enhanced filtering functionality of WHERE_GROUPED, enabling more efficient handling of pre- and post- processing aggregations.