Applying a Named Filter to an Analysis

Use the following procedure to apply a named filter to an analysis.

To apply a named filter to an analysis:

1. Create or open the analysis to which you want to add a named filter.

2. Within the Analysis Editor: Criteria tab, locate the "Catalog pane" and navigate to the appropriate folder that holds the named filter. Filters are usually saved within the Subject Area subfolder. For example, Shared Folders/2. Functional Examples/Filters/A - Sample Sales/Demo.

3. Select the named filter and click the Add More Options button. The "Apply Saved Filter dialog" is displayed.

4. Specify how you want to add the named filter to the analysis. You can select one or both of the following options:

   • Select the Clear all existing filters before applying box to remove all existing filters from the analysis before adding the named filter.

   • Select the Apply contents of filter instead of a reference to the filter box to copy the actual contents of the filter to the analysis. Copying the contents enables you to manipulate the filter criteria without altering the saved filter. When you deselect the Apply contents of filter instead of a reference to the filter box, a reference to the filter is added to the analysis. From the analysis, you can view but not alter the named filter's contents.

5. Click OK.

   The filter is displayed in the Filters Pane.