PowerPoint Add-in:Filter Administration

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The filter adminstration shows all existing filters in the document.

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PowerPoint Add-in, filter administration

Add filters

To add a filter open the filter administration. On the left side you can see filters which were already added and on the right side you can define new filters. Select your dimension on which you would like to filter under source. You can define a display name by entering a value in the field name. After adding a new filter it will be shown on the left side.

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PowerPoint Add-in, filter administration

If you would like to change the display name(Caption), define a default value or change visibility of the filter select the appropriate filter in the filter structure.

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PowerPoint Add-in, filter administration

To add more filters click on the document name in the filter structure.

Using filters

After a filter was added it can be used in the entire document. The filter can be added as text field or used in existing or independent reports.

Edit filter / Filter settings

To edit an existing filter open the filter administration dialog via the ribbon.

These options can be set for each filter in the filter adminstration:

Field Description
Dimension The selected dimension is shown here. This field is not editable.
Name Internal name of filter. This field is not editable.
Caption Description of filter like it is shown in the filter bar.
Default value Defines default value of filter when view is opened. All CoPlanner session variables inclusive application properties are selectable.
Visible If this filed is active the filter be be shown in the filter bar.

Delete filters

To delete a filter open the filter administration using the ribbon. Select a filter and click the button "Delete". The filter will be removed from the document.