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Value Entry Method

Define the way the user should provide values for the filter. There are two available options:

• Manual User Entry allows the user to either type in dates into the entry fields, or use the calendar picker.
• Value List Selection allows you to cache values or provide a list of pre-defined date ranges for the user to select from.

Allow Prompt

This option is only available for the Manual User Entry option and allows users to prompt the database for a list of values to select from at the time of viewing the report.

Value List Setup

Define which method of providing a list of values you will use. There are three options:

• Pre-defined Periods: Use a list of pre-defined date ranges for the user to select from. See Date Filter Periods for more information.
• Cached Values: Create a list of values by caching the current contents of the field in the database (and remember to check the Filter Refresh section of the General Settings to set the cache refreshing options).
• Cached values On Demand: Create a list of values by loading the contents of the field each time the report is loaded.
• Custom Query: Create a list of values by caching the current contents of the field in the database using a custom SQL query (and remember to check the Filter Refresh section of the General Settings to set the cache refreshing options).
• Custom Query Cached On Demand: Create a list of values by caching the current contents of the field using the custom SQL query each time the report is loaded.

Choose if cached values should be displayed in a dropdown or a popup.

This setting filters the cached values with the result of any filtered metric fields in the report, provided the metric field filter is not user prompted.

For example, you can use this setting to further filter the unique values of this field to be cached, by adding an age (metric) field with a defined filter of greater than 50. The values cached for this dimension field will only include unique content where the age field is > 50.

Sort

Define the sort order for the list of values as ascending or descending.

Default Value

(Optional). Define the default value(s) to be used for the filter when the report is initially loaded.

Value Entry Method

Define the way the user should provide values for the filter. There are two available options:

• Manual User Entry allows the user to type in values the entry fields.
• Value List Selection provides a list of pre-defined dimension values for the user to select from.

Allow Prompt

This option is only available for the Manual User Entry option and allows users to prompt the database for a list of values to select from at the time of viewing the report.
Note: we recommend that you disable the user prompt option if your data set has too many variables, as it may take some time for the values to be returned.

CSV Entry

This option is only displayed when Manual User Entry is set as the entry method. It allows users to manually provide a list of comma-separated values for the filter.

Value List Setup

Define which method of providing a list of values you will use. There are three options:

• Reference Codes: Create a list of values for the user to select from based on the Org Ref Code applied to the filter. See Reference Code Use for more information.
• Cached Values: Create a list of values by caching the current contents of the field in the database (and remember to check the Filter Refresh section of the General Settings to set the cache refreshing options).
• Cached Values On Demand: Create a list of values by loading the contents of the field each time the report is loaded.
• Custom Query: Create a list of values by caching the current contents of the field in the database using a custom SQL query (and remember to check the Filter Refresh section of the General Settings to set the cache refreshing options).
• Custom Query Cached On Demand: Create a list of values by caching the current contents of the field using the custom SQL query each time the report is loaded.

Choose if cached values should be displayed in a list, checkboxes, or a popup.

This setting filters the cached values with the result of any filtered metric fields in the report, provided the metric field filter is not user prompted.

For example, you can use this setting to further filter the unique values of this field to be cached, by adding an age (metric) field with a defined filter of greater than 50. The values cached for this dimension field will only include unique content where the age field is > 50.

Sort

Define the sort order for the list of values as ascending or descending.

This setting was introduced in Yellowfin 9.5 and is off by default. This setting only appears when cached values are used and for reports based on drag and drop views, and not reports based on view level filters.

When this setting is enabled, other report filters are not applied to the value list. This means that more cached filter value options will be displayed because there is no dependency on any other filters. For example, if a filter for 'fruit' and 'veg' is set to filter out fruit, 'apple' would still be displayed as a filter value even though the resulting data would have those results filtered out.

When this setting is disabled, the cached filter value list is reduced according to the other filter values already selected. For example, if a filter for 'fruit' and 'veg' is set to filter out fruit, 'apple' would not be displayed in the cached filter value list.

For a detailed explanation and example, see our knowledge base article.

When this setting is enabled, the SQL context is restricted to filter columns only, allowing cached filter values to come from a single table, rather than joining to the rest of the view tables, which can lead to more cached filter values being displayed. This is because there is no join logic to restrict the results.

When this setting is disabled, cached filter values rely on join logic to be loaded, and are therefore restricted according to the standard table references for the report.

For a detailed explanation and example, see our knowledge base article.

Sort

Define the sort order for the list of values as ascending or descending.

Default Value

Define the default value(s) to be used for the filter when the report is initially loaded. (Optional).

Dynamic Filter Value

Enable this to automatically select the first filter value, when the default value is not available to the user.
A user may not have the default value available to them (for example, as a result of access filter restrictions), in which case the system will select the first value to be used as the filter.
Note: This only applies to dimension values where the filter values are selected from a list of options (i.e. ‘Value List Selection’ is the chosen entry method), such as checkboxes, or dropdowns. 

If a default filter has multiple values, and at least one is available to the user, then dynamic filtering will not be applied.