Pre-filtering BI tools (External Reports)

Metric Insights 5.6 introduces some powerful new features for External Report consumption and distribution:

  1. Pre-filtering limits the data values available whenever the BI Tool object is used in Metric Insights by limiting the amount of data actually fetched from the BI Tool. Only this data will be available when setting Defaults and Utilizing Bookmarks.
  2. Filter Defaults enable Power Users and Admins to present and distribute at enterprise-scale by utilizing User Maps: 
    1. Defaults can be set by the creator of elements fetching data from any BI tool.  These defaults can be set for all Users or can be individually set using a User Map
    2. Bursts can be configured to pass the correct Filters and Filter Values to the correct Users, personalizing all delivered content, but only requiring a single Burst, a single External Report, and a single User Map (all working together).

 

Personalized Bookmarks were also implemented. These are Individual Defaults that can be set by any User when viewing an External Report. The Bookmark function allows any User to personalize how they view and subscribe to their own External Report content. For details, see Setting Personal Bookmarks (External Reports)

1. Pre-filtering (External Report Editor > Configuration tab)

Although the examples show Tableau, the core functionality has been implemented across all BI tools that support Filtering. We have specific docs for Pre-filtering Qlik Sense and Pre-filtering QlikView data. These articles include some added functionality compared to other BI tools.

1.1. (Option #1) Mapping Filters to Dimension or  Dataset Values

  1. Enter Filter Name that exactly matches the filter name in your BI tool. The system will provide additional information on how that is done based on the specific BI tool.
  2. Specify if Filter may contain  Single or Multiple Values.
  3. Filters Values can be set in a variety of ways. In this example, we are using the Values from a previously defined Dimension.
  4. Specify the Dimension
  5. Values grid will be populated from choice in #4

Select Done to add Filter

The steps to Load Filter Values from a Dataset are the same as above. You simply specify a Dataset and Value column as a source of Filter Values for a specified Qlik Sense Filter Name. 

1.2. (Option #2) Entering Filter Values Manually

  1. Enter Filter Name that exactly matches the filter name in your BI tool. The system will provide additional information on how that is done based on the specific BI tool.
  2. Specify is User may select Single or Multiple Values for this filter. (Note: if the Report is Dimensioned, you must include the Dimension as a 'Single Value' as shown in Option #1 above.)  In this example, we want Users to be able to enter multiple Channels
  3. Filters Values can be set in a variety of ways. In this example, we are entering the Values manually.
  4. Save to open [+ Add Value] option

Make sure that your Filter Values are identical to those in your BI tool!

  1. Values grid will populate with each entry
  2. Continue adding Values
  3. When complete, Save

1.3. (Option #3) Mapping options for Dates

Mapping to a Date, allows you to select how Date filters will be displayed.

2. Setting Defaults for your Filters

Configuring defaults allows content builders or administrators to define Filter defaults for users viewing the External Report. Defaults may be set the same for everyone, or applied based on a User Map. Consequently, any number of Users will have the correct Filter Values when they open their External Report.

2.1. Setting the Defaults to be the same for all Users

  1. Select 'Same for everyone'
  2. Select Pencil icon to assign Defaults for Filters  
  1. Set Filter Defaults to 'yes'
  2. Using check boxes, select Default Values
  3. Save

Repeat to set all desired Defaults

2.2. Setting Defaults using a User Map (Individual settings)

Setting the Defaults via User Map does not restrict Users from viewing non-default values. It simply sets the Values displayed upon initial Viewing. If a User is not in the User Map, the system will initially display the Viewer with no default values.

  1. First define your BI Tool Filters using any of the options in Step #1
  2. Toggle to 'Apply based on User Map'
  3. Select a User Map from the drop-down
  4. Match your BI Tool filters to your User Map
  5. Continue with [+Add Mapping] for remaining Filters. You do not have to set User Map Columns for all defined Filters.

2.2.1. Results when various Users view Report

Any User may over-ride these initial Default values using Bookmarks! See Setting Personal Bookmarks

3. Setting Filter Defaults on Burst Editor

Extended Bursting functionality enables large-scale External Report distribution. Applying a User Map (with the appropriate mapping of Users to Filters) allows a single Burst to be the source for hundreds (or thousands) of User-specific emails. This means that each User (or Group) will receive targeted content based on their needs.

Burst content Filter settings are accessible from the Burst Editor and mimics the steps used to set Filters in elements created from your BI Tool.

  1. Click the Filters icon next to the External Report you have specified for distribution
    • NOTE: Filters have to be set beforehand at Report Level in the External Report Editor (see Step #1 for Pre-filtering)
  2. Select "Custom for Burst" Filter Settings unless you wish to use the Default filter settings from the Report
    • You can set Defaults for all User via Manual entry
    • Or set via a Individualized User map
  1. Choose the User Map option to personalize Filters for multiple recipients
  2. [+Add Mapping] to apply selected Filters
  3. Save

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