Develop > Customize KPIs, Metrics, Pages, and More > Create the Dashboard Contents in the Studio > KPI or Metric Filter

KPI or Metric Filter

You can restrict the range of a KPI or Metric formula by selecting, in the filter, specific values for the variables used in the formula.

In addition, you can customize a KPI or Metric formula. For details, see KPI or Metric Formula.

To learn about Shared KPIs, see Shared KPIs.

ClosedTo access:

Click the Open Filter Builder button in the Calculation Details tab in the Properties pane of a KPI or Metric .

ClosedCase-sensitivity and Other Information

  • The KPI or Metric Filter language is not case-sensitive except for the values of the fields.
  • Filters include single quotes only for string primitives (characters between double-quotes, and dates).
  • Field values are case-sensitive.

You can use additional variables and entities by creating Contexts using Context Designer. For details, see Semantic Layer - Context Designer

ClosedKPI, Metrics, Formulas, Filters, Thresholds, Values, Trend, Score, and Decimal Precision

For details about KPI and Metric formulas, filter, values, decimal precision, thresholds, status, score, and trend, see KPI and Metric Formulas, Filter, Threshold, Value, Trend, Score, and Decimal Precision.

ClosedImpact of changes to configurations in the Studio on the display in Dashboard and the EXPLORER tab

Changes in the STUDIO have impacts on the display in Dashboard and EXPLORER. For details, see Synchronization of Changes in the Studio with Display in the Dashboard and the EXPLORER tab.

ClosedModify a KPI or Metric filter

  1. In the Active KPIs pane, select the relevant KPI or Metric. The Configuration Details and Calculation Details tabs are displayed.
  2. Click the Calculations details tab.
  3. You can, in the Filter area:
    1. Use the Filter Builder to help you create the relevant filter; click the Open Filter Builder button to open the Filter Builder dialog box.
    2. Enter the new filter or modify the existing filter directly in the Filter area.
  4. Click the Validate button to validate the filter.
  5. Click Save to save the change.

ClosedTest Changes Made to a KPI or Metric Configuration

When you change a KPI's formula or thresholds, you must test that the changes are valid.

  1. After you have changed the configuration of a KPI in the Calculation details tab or in the Configuration details tab, click Save to save your changes. The Test KPI button is enabled.

  2. Click the Test KPI button to test the changes you made to the KPI configuration. The KPI value is calculated and displayed in a popup window. The window displays the new value, score, and status of the modified KPI. The result is not saved to the database.

  3. Click OK to return to the Configuration details or Calculation details tab.

ClosedFilter Builder Dialog Box

User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

UI Element

Description
Variables

The list of variables you can use in the KPI or Metric filter.

The list displays the entities and fields in the Universe that corresponds to the Business context you selected in the Calculation details tab for the KPI or Metric.

Note When a list of specific values has been assigned to a variable in SAP BusinessObjects Enterprise, and the auto-complete feature is enabled for the variable,then when you select the variable and one of the conditional operators in the formula or filter, the list of values assigned to the variable is displayed. You can then select one of the values, or you can enter free text. The maximum number of displayed values is a configured parameter and is limited, for example, to 50 or 100.

<Search> Enter a string to filter for the entities and fields whose name includes the string.
Description

A description of the variable you have selected in the Variables area.

Use these buttons to enter the corresponding conditional operators in the filter. The condition operators are:

  • = (equal) Syntax: op1 = op2
  • > (greater than) Syntax: op1 > op2
  • < (smaller than) Syntax: op1 < op2
  • >= (greater than or equal to) Syntax: op1 >= op2
  • <= (smaller than or equal to) Syntax: op1 <= op2
  • <> (not equal) Syntax: op1 <> op2

Use these buttons to enter the corresponding logical operators into the filter. The logical operators are:

  • like Syntax: operand like char%
    Matches a specific pattern. % is a wildcard character meaning `match any characters'. It is applicable on string type operand.
  • AND. Syntax: (expr1) AND (expr2)
    Logical AND
  • OR. Syntax: (expr1) OR(expr2)
    Logical OR
  • NOT. Syntax: NOT (expr)
    Returns the opposite of a boolean expression.

Use these buttons to enter the corresponding elements into the filters.
<Filter box>

The filter appears as you are building it using the variables, functions and buttons.
Test

Click to validate and test the formula and the filter.

The system first performs the validation of both the formula and the filter together. It then tests the KPI or Metric and displays the result.
OK/Cancel

Click:

  • OK to transfer the selected formula to the Filter box of the Calculation details tab.

    Note In the Calculation details tab, the Save and Discard buttons become enabled and you can click Save to save the changes.

  • Cancel to cancel the changes.

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