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Creating and Editing Filter Fields (1)

Introduction

The filter fields are used create the filters available in the BDS Queries. This page will describe creating and editing the fields manually and through a CSV file that can be downloaded and uploads

Manual Changes

Go to Fields Page

The Field page is found in the BDS Data sources area:

To go to the fields page, do these steps

  1. On the left navigation bar, click on Data Source
  2. On the top tab choose BD Select Source
  3. Click on your source
  4. Click on the Fields tab

Adding Fields

In the fields page do these steps to add a field

  1. Click on the “Create new field” button. Dialog button appears
  2. In Field Name text box select the column name of the view/table column that the datasource is using
  3. In the Categories section, add or select a category
    1. If it is a new category, type in the name and click on the Add button
    2. if it is an existing category, a menu will appear and you can choose the category. Click add to add the category
  4. In the Label text box, choose a label that will be shown in the query filter. This a used instead of the column name.
  5. Select a data type for the filter. Data types will be discussed in Field Types

Advanced Features

In some cases, the underlying data will not be a simple table or view of a table, but a more complex query where filtering is in multiple places.

  • See: , Example 2

In these cases, there may be one than one place there filters are being made. The field noted for this are listed

  • Tags field
    • This is a field noting on what filter area a field will be used in. By default this may not be needed, but in the cases where this is needed. The tag indicated where one or more fields can be used. For instance, if a subquery is filtering for table1, a tag field “table1” could be added and then all those fields will be used in that query.
  • Exclude top level query
    • In most cases this will be checked when using a tag. This means that the filter field will not also be used in the main filter

Modifying Fields

To modify a field, from the fields page, click on the elipsis icon (the dots) and choose edit. Edit as needed

Deleting Fields

  1. To modify a field, from the fields page, click on the elipsis icon (the dots) and choose delete. A warning will appear
  2. Choose yes to delete filter

Appendix

Field Types