---
title: "Filter Groups"
canonical: "https://wiki.yellowfinbi.com/space/yfcurrent/2200188/Filter%20Groups"
format: markdown
---
## Overview

This allows the user to define sets of filters and cached dependency hierarchies. These are designed to prevent repetition in the creation of common filter groups, and allow for a single cached value set, rather than values stored per report. 

## Setup

1. Add the Filter Group calculated field into a category in the Available Fields panel
  1. While the Filter Group panel is open, provide a new Business Name for your Filter Group that will allow Report Writers to easily identify the group for use.
2. Add the Fields Required as Filters to your Group by Dragging them directly below the Filter Group field. Be sure to arrange the fields in a logical top-down order, so that any dependencies display in an easy to follow manner.
3. You should format your filters as you go:
  1. Provide a new Business Name and Description if necessary
  2. Navigate to the Filter Properties tab, defining the Operator and Value Entry options for the filter
  3. Set up any dependency options that may be required if using Cached Values
  4. Save your filter
4. If you have any filters that will be using Cached Values you should open the Filter Group field and navigate to the Cache Scheduling tab and define a refresh schedule to be used for your group
5. Activate your Filter Group field so that it is ready for use

##  Filter Group Settings

Filter Group Settings can be accessed by clicking the 3-dot menu on the Filter Group, and choosing Edit Format.

![Predefined Filter Set.png](media://4fc5c4ea-d424-4208-b93b-b9ccd735580b)

![Predefined Filter Set Menu.png](media://189b07d6-ad42-48e0-a5dd-50b130a30ecc)

The pop-up shown will show settings for the selected Filter Group.

![Filters.png](media://2fc6acfc-39e3-48d9-a3a1-c33f5e36e674)

The Filters within the Filter Group are listed for the group. The settings for individual filters can be modified by selecting a filter. This will show filter formatting options that are similar to the report-level filter formatting dialog. [Filter Formatting](https://wiki.yellowfinbi.com/space/yfcurrent/2204332/Filter+Formatting) 

![Filters Formatting.png](media://013badf2-e04b-43b0-b099-f9a88d2c728e)

## **View Level Filter Settings**

There are some field formatting settings which are only available at the View Level.

<details>
<summary>Entry Style</summary>

| **Option** | **Description** |
| --- | --- |
| Omit Filter from SQL | When ON, the filter's predicate is<br>omitted from the SQL of every report built on that view. This is the default behaviour for all reports<br>on the view.<br>This can be used when advanced Virtual Table templating is in use, or the Report Modification API is used. This allows the View Level Filter to be shown in the UI as normal, but not applied to the Report’s SQL.<br>When OFF, the View Level Filter will apply as standard. |
| Allow Report Authors to Omit | When ON, report authors get a report-level override option so they can decide on a per report basis when a View Level Filter should be omitted or not.<br>When OFF, the Report will inherit the value of “Omit Filter from SQL” from the View. |
</details>