Attribute form qualification

Attribute forms are additional descriptive information about a business attribute. Most attributes only have the forms ID and Description. But an attribute can have many other forms. For example, the attribute Customer has the forms First Name, Last Name, Address, Email Address, and so on. A form is a descriptive category for any data your organization saves about any of its attributes.

Attribute form qualifications allow you to filter report data based on an attribute form. For example, to return data for only those customers whose last names start with the letter H, you can create an attribute form qualification defined with the form Last Name, the operator Begins With, and the letter H as the value.

The procedure below shows you how to create a stand-alone attribute form qualification filter.

To filter data based on business attribute elements

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1. On the project's main page, click Create Filter. The New Filter page opens.

2. In the pane on the left, navigate to the attribute whose form you want to filter a report's data by.

3. Right-click the attribute and select Add to Filter.

• If DHTML is disabled, select the attribute and click Add > to add the attribute to the Filter panel.

4. Create the list of forms which the filter will use to filter data. To do this:

1. Click Qualify.

2. From the first drop-down menu, select the form you want to filter data based on.

3. From the next drop-down menu, select the operator that describes how you want to filter data, such as Begins With or Less Than.

4. In the last field, type the value to use to qualify on the attribute form. This is the value that will be compared against the data in your data source.

• Depending on the operator you selected from the previous drop-down menu, you may need to type multiple values. For example, the operator Between requires two values.

5. Click the Apply icon to create your filtering condition.

6. Click Save As. The Save As dialog box opens.

7. Navigate to the folder where you want to save the filter. Type a Name and Description for the filter, and click OK. Your new filter is saved.

The filter you created can now be added to a report. For steps, see Adding a stand-alone filter to a report.