Search & Filter

The search & filter features help you to focus on relevant data when there are a large number of records.

1. Search

The Search option helps you find characters, words, and phrases in your Inforiver report.

1.1. In the Home ribbon, click on the Search icon in the Analyze section.

Search option

1.2. Type the text/value in the search box. Premium Table starts narrowing down the matches as soon as you start typing. Navigate through the results using the up and down arrows.

Searching for text

1.3. You can also search for specific numeric measure values.

Searching for numeric values

Premium Table searches across pages if you are using the multiple pages option in the Design tab.

2. Filter

Inforiver provides nested AND/OR filtering options to filter a range of data based on the criteria you define.

2.1. Nested and grouped filters

a) Click on the Filter icon in the Analyze section of the Home ribbon.

Filter option

b) Click Add Filter. You can filter by row dimension categories or by measures. Inforiver provides conditions depending on the filter selected. Enter a condition as shown below.

Creating a filter condition

c) The data has been filtered to show only the rows corresponding to 'Canada'.

You can apply filters on manual input rows like calculated rows/static rows/template rows, etc. Learn more about manual input rows and calculated rows.

Filter applied

d) You can add multiple filters using the Add Filter option and can apply nested AND/OR conditions. In the below example, we have added one more condition to filter only the International region for the category Water.

Adding multiple filters

Add group

e) Inforiver also provides an option to add filter groups. Click 'Advanced'.

Advanced filter

f) Click 'Add group'. We have added multiple conditions using AND/OR and using two filter groups.

Grouping filters

g) You can delete the individual filters by clicking on the icon available next to the condition.

h) If you want to temporarily turn off all the filters, select the 'No Filter' option from the dropdown.

Removing filters

i) The 'Persist filters' option ensures the filters are retained when switching between pages in the report.

2.2. Column-level filter

Premium Table provides nested AND/OR column-based filtering options to filter a range of data based on the criteria you define.

a) When you hover over any column, a hamburger menu appears as highlighted. Click on the hamburger menu (column gripper) and then click on the icon.

Column level filter

b) Choose the filter condition from the drop-down and enter the filter value. Let us consider an example to apply a column filter on the Plan measure to display the rows with a Plan < 20k. The data gets filtered to show only the values corresponding to the filter condition.

Creating column level filters

d) You can add nested AND/OR filters by clicking the Add rule option. In the example, we have added one more condition.

Adding multiple filter conditions for columns

You can click 'Clear filter' to clear all the column filters applied.

In the next section, we'll look at the KPI Explorer.