Add a filter to a dataset

A dataset filter in the Bold Reports® Web Report Designer filters report data at the dataset level. You add a filter equation to the dataset to keep only the records you need.

What do I need first?

You need a dataset in the Bold Reports® Web Report Designer before you add a filter. Refer to the Create Data section to create data in the report designer.

How do I apply filters at the dataset level?

You apply dataset filters from the DATA panel of the Web Report Designer.

  1. Select the data in the DATA panel to which you want to apply the filter. Data item menu icon
  2. Click the highlighted icon shown in the previous image to open the filter menu for the selected data. Dataset filter menu
  3. Click the Filter... option in the context menu. The filter dialog opens, as shown below. Filter dialog

How do I add filters?

The filter dialog in the Web Report Designer works the same way for datasets and report items. Refer to the Add filters section to create a filter equation.

How do I set an expression?

You set an expression in a dataset filter equation the same way as in other Web Report Designer filters. Refer to the Set expression section to set an expression in a filter equation.

How do I remove a filter?

You remove a dataset filter equation from the same filter dialog in the Web Report Designer. Refer to the Remove filter section to delete a filter equation.

Example

The following Bold Reports® example filters the ProductID field values at the dataset level:

  1. Create a filter equation as shown in the following image, and click OK. Filter equation for product id field
  2. Assign the dataset to the Table report item. Refer to the Design a basic table report section.
  3. Preview the report. The following image displays the records for the ProductID value 712 based on the filter equation. Preview output for dataset filters

Frequently asked questions

When does a dataset filter apply?

A dataset filter in the Bold Reports® Web Report Designer filters report data at the dataset level, so every report item that uses the dataset gets the filtered records.

Where do I open the dataset filter dialog?

Select the data in the DATA panel, open its menu, and click the Filter... option in the context menu.

See also