What is a ‘Filter Variable’?
‘Filter Variable’ is a variable which takes values based on what the user selects as filter values.
‘Filter Variable’ itself cannot filter the data on the report. In order to filter the data on the report the dataset must have declared parameters, and the dataset itself should contain all of the logic to return proper data based on these parameters values. Only then will the ‘Filter Variable’ pass values from the filter to the dataset parameters.
What is a ‘Dataset Parameter’?
‘Dataset Parameter‘ can be added manually, during the filter creation process. In order to do so, check ‘Not Listed’ in the checkbox next to the filter ‘Filter Variable’ field and type any @FilterVariableName. Once the filter is saved, the new ‘Dataset
Parameter’ with @FilterVariableName will be created and then that @FilterVariableName will be available in the ‘Filter Variable’ list within the create/edit filters page.
What is the difference between ‘Dataset Parameter’ and ‘Filter Variable’?
When creating a new filter with @ParameterName (selected as ‘Filter Variable’), another entity called ‘Filter Variable’ with the same value @ParameterName will be created in the system.
When editing a report utilizing the dataset which uses a @ParameterName for filtering, it is required to map this ‘Dataset Parameter’ @ParameterName to ‘Filter Variable’ @ParameterName so that RockDaisy is aware of how to filter data in the report using that filter).
I added a new parameter to a report but it’s not listed as a filter variable, why?
What is the ‘Design Preview Value’ option in reports?
‘Design Preview Value’ can be passed in two ways – dynamic or static. In order to use dynamic value, map the appropriate ‘Filter Variable’ to the ‘Dataset Parameter’. In this case, ‘Design Preview Value’ value will be passed to the dataset. This enables using an appropriate filter in the application to modify the data passed to the SP parameters.
In order to pass static value, check the ‘Static’ checkbox and then type a value in the ‘Filter Variable’ text box which appears. In this case, there is no need to have an appropriate filter to pass this value, the static value defined in design preview tab will always be passed to the Stored Procedure parameter for this report.
I added a new field/parameter to my Stored Procedure but the field/parameter is not displaying in the application.
How can I create an interaction between reports?
‘Drill-down to report’ requires report selection. Also, the user has to choose ‘Filter Variable’ (a parameter), which will be passed to another report from the original one and ‘Filter Variable Identifier’ (a field), whose value will be passed as a ‘Filter Variable’. ‘Filter Variable Identifier’ can be defined for the whole interaction; which applies to a row/column-based interaction in a table or when the origin report is a chart.
‘Jump to dashboard’ interaction also requires the defining of ‘Filter Variable’ and ‘Filter Identifier’. ‘Filter Identifier’ value will be passed to the child dashboard as ‘Filter Variable’, which means that the child dashboard should have a filter with ‘Filter Variable’ equal to ‘Filter Variable’.
In addition to ‘Filter Variable’, all filters and their values from the parent dashboard will be passed to the child dashboard, but only those in common will be applied.