Create a Boolean interactive filter

A Boolean interactive filter allows users to filter report widgets based on the value of a true/false field.

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.

When a user selects All, they do not see a report with all filter options applied, they see the unfiltered report. This example of Boolean filter shows three options you can filter on: true, false, and All.

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.

Procedure

1. Optional: Check the existing interactive filters on the same table.
   1. Navigate to All > Performance Analytics Administration > Core UI Artifacts > Interactive Filters and select an interactive filter based on the same table you want to filter.
   2. Under Related Links, select Other filters on Table.
   3. Review the other filters that are available on the same table to see if the filter you want already exists.
2. Navigate to All > Performance Analytics Administration > Core UI Artifacts > Interactive Filters.
3. Select New.
4. In the Filter based on list, select Boolean.
   
   
5. 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.

6. Optional: Select Apply to all tables in hierarchy to apply the filter to parent, child, and sibling tables of an extended table.
7. 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.
8. In the Table list, select the table that includes the true/false field to filter on.
9. In the Field list, select the true/false field to filter on.
10. Optional: Select a Default value for the filter.
    This default is applied automatically for all users. If a user selects a different value, that value is saved as the user's default and overrides the global default.
11. Select Submit.

What to do next

1. After you create the filter, add it to a dashboard.
2. On the dashboard, select the Edit widget icon () on each visualization on the dashboard that should follow the filter and select Follow interactive filter.