Advanced tips

In this guide, you can learn about advanced filtering options.

Combine the conditional and selection filters

Conditional and selection filters can be combined only programmatically, not via UI.

To combine the filters, follow the steps below:

Step 1. Specify the conditional filter for the necessary field using the filter.query.

Step 2. For the same field, specify the selection filter using one of the following properties:

filter.include – adds the specified members to the results of the conditional filter.
filter.exclude – removes the specified members from the results of the conditional filter.

Step 3. Preset the filter combination in the report or apply it using the setFilter() API call to see the result:

In the report

rows: [
  {
    uniqueName: "Country",
    filter: {
      query: {
        // Include countries with "United" in their name
        contain: "United" 
      },
      // Include countries listed below
      include: [
        "Country.[France]", 
        "Country.[Germany]",
      ]
    },
  },
],

Live example

Using API call

const combinedFilter = {
  query: {
    // Include countries with "United" in their name
    contain: "United" 
  },
  // Include countries listed below
  include: [
    "Country.[France]", 
    "Country.[Germany]",
  ]
};
 
pivot.setFilter("Country", combinedFilter);

Note If there is a filter combination in the slice, we recommend disabling the filter view since it does not support filter combinations. The filter view can be disabled:

For one field using the filters property in the mapping.
For all fields using the grid.showFilter and chart.showFilter options.

Show an empty grid when filtering by non-existent members

By default, if the selection filter contains only members that do not exist in the dataset, Flexmonster ignores it and displays all field members. If you want to change this behavior so that an empty grid is shown instead, follow the steps described in this section.

Note If you are using the "json" or "csv" data source type and Flexmonster version 2.9.86 or later, you can change the behavior by setting the filter.allowEmptyMembersFilter option to true.

Step 1. Specify the required field members in the filter.include property. Here is an example:

rows: [
  {
    uniqueName: "Category",
    filter:{
      // Selection filter
      // Members that might not exist in the report
      include: ["Computers", "Phones"]  
    },
  },
],

Step 2. For the same field, specify the filter.query property that always returns an empty result. In the example below, the equal: "" query returns an empty result because there are no blank field members in our dataset:

rows: [
  {
    uniqueName: "Category",
    filter:{
      // Selection filter
      // Members that might not exist in the report
      include: ["Computers", "Phones"],
      // Conditional filter
      // The query always returns an empty result
      query: { equal: "" }
    },
  },
],

Now the filter.query will cover the cases when the filter.include is ignored. Since the filter.query always returns an empty result, an empty grid will be shown if you specify non-existent members in the filter.include Live example.

Learn more about combining the conditional and selection filters.

Configure the selection filter using the search

The search in the filter pop-up window can be used to select or deselect multiple members at once.

Use the search depending on how you want to modify the selection filter:

Select a group of members

Step 1. Open the filter pop-up window.

Step 2. optional To clear the current selection, click Select all until all members are deselected.

Step 3. In the search box, enter a search term to find the members you want to include. For example, to include Poland and Switzerland in the selection, enter land in the search box.

Step 4. Click Select all results until all members that match the search term are selected. If there are members you want to exclude, deselect them individually.

Step 5. optional To include more members, click × in the search box and return to Step 2.

Step 6. Click Apply to see the result.

Deselect a group of members

Step 1. Open the filter pop-up window.

Step 2. optional To clear the current selection, click Select all until all members are selected.

Step 3. In the search box, enter a search term to find the members you want to exclude. For example, to exclude Poland and Switzerland from the selection, enter land in the search box.

Step 4. Click Select all results until all members that match the search term are deselected. If there are members you want to include, select them individually.

Step 5. optional To exclude more members, click × in the search box and return to Step 2.