Custom filters tab

Excel > CCH® Tagetik > Design > open form > Matrix > Custom Filters

See How to access the windows for alternative paths.

IMPORTANT: this tab is only shown when a transactional matrix refers to an Analytical Information Hub dataset.

Purpose of the tab

This tab allows you to create a custom filter based on the measures data of the dataset associated with the form.

Page sections

Element	Description
Custom filter conditions definition area	Shows rows for defining the conditions of the filter on the dataset’s measures.
Filter management buttons	Allows you to manage filters on measures.

Fields for defining custom filter conditions

Element	Description
Measure	Allows you to select a dataset measure.
Ask at runtime	Allows you to set, on the measure data, a filter on a fixed value or a value obtained from the definition of a custom parameter when the form is run (see Parameters).
Parameter	Only visible with Ask at runtime selected. Shows the list of non-dimensional parameters that are compatible with the selected measure and allows you to select one of them to filter the measure data. Note: parameters are compatible when the data type is the same as the measure type (text, number, date), or, for dictionary-type parameters, when the parameter refers to a dictionary belonging to the same Analytical Workspace as the measure and the measure type is text.
Operator	Allows you to select the operator to be applied to the filter.
Text box	Only visible with Ask at runtime not selected and when the measure type is text or numeric. Allows you to enter the value of the filter.
Date selection box	Only visible with Ask at runtime not selected and when the measure type is date. Allows you to select a date for the filter.

Filter management buttons

Element	Description
	Adds a filter.
	Removes a filter