Create an interactive filter for whether a field is empty or populated

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • You can create a Boolean interactive filter that lets users filter report widgets based on whether a specific field is empty or populated.

    Before you begin

    Role required: hp_publisher_admin and report_admin. The hp_publisher_admin role exists only for managing interactive filters in Core UI. By default, it contains the role analytics_filter_admin for managing Core UI filters that are migrated to Platform Analytics experience.

    Note:
    If the interactive filter has a default value or specifies the last selected value, non-responsive dashboards do not apply this value automatically. This feature is only available on Responsive dashboards.

    About this task

    Create this filter for a field where Yes filters for records where the specified field is populated and No filters for records where the field is empty. Name the filter to represent this logical relationship. For example, you can use the name "Incident generated problem" for a filter based on the Incident table and the Problem field.

    Procedure

    1. Navigate to All > Reports > Interactive filters.
    2. Select New.
    3. In the Filter based on list, select Boolean.
    4. Set the following fields:
      Name Description
      Name Enter a name for the filter. This name appears on the dashboard widget for the filter.
      Look up name Enter a lookup name for the filter. This name appears in the Add content menu for users adding a filter to a dashboard. Use this name to help organize your filters. If you do not specify a lookup name, the Name value is used instead.
      Description Enter a description of the filter.
      UI control type Select how the available filtering options for this filter appear on the dashboard widget. See Available interactive filter UI control types.
    5. Optional: Select Apply to all tables in hierarchy to apply the filter to parent, child, and sibling tables of an extended table.
    6. Optional: Select Apply filter to database views and tables to apply the filter to widgets based on both database views and tables.
      Note:
      It is not possible to apply filters to tables that extend the database view’s tables. For more information, see Interactive filters on database views and table hierarchies.
    7. In the Table list, select the table that contains the field to filter on.
    8. In the Field list, select the field to filter on.
    9. Select Submit.

    What to do next

    After you create the filter, add it to a dashboard.