Searching in Hierarchy Filter


The tree structure in a hierarchy filter can be extensive. To find specific parts in the hierarchy, you can type what you are looking for in a search field. Then you will find the items in the tree structure that begin with your typed text. The search field is available at the top of the filter.

Note: Large hierarchies based on cube data can be configured so the hierarchy is loaded on request only. If that is the case, no search will be available in the filter. The selection to load hierarchies on request is done in the Data Selection in Connection dialog, when defining the data connection to the cube.

In the search field, you can type words or parts of words, and also combine them with boolean operators. Each branch within the tree is searched, and branches found with tree items fulfilling the entire entered search criterion are returned. These items are shown in bold text.

Because searching the entire hierarchy can result in many matches, you can limit the search to a certain hierarchy level that you specify.

Different search examples follow.

Typing words or letters you are looking for

In the following example, the entire hierarchy is searched to find items beginning with Mi. Branches are returned that include an item fulfilling the condition, and the items are shown in bold text.

In the next example, the entire hierarchy is searched for branches where two conditions are fulfilled, that is, a returned branch must include both an item starting with Min and an item starting with Mill. Items in bold text are the items in a found branch that match the entire search criterion.

Combining words with boolean operators

You can include the boolean operators AND, OR, or NOT in a search expression.

If you, in the search shown in the previous image, replace Min Mill by Min AND Mill, the result will be same. This is because typing two text strings in the field, separated with space, is by default an AND search. An AND search means that both conditions in the criterion must be fulfilled.

The result when typing Min OR Mill is shown below. All branches including items starting with Min or Mill are found. The matching items are in bold text.

The following example shows a search using the NOT operator. Every branch without items starting with Midwest is returned.

Boolean operators can be combined with parentheses in a search expression. For example, assume you want to locate items starting with Miller among a number of specific branches, say, branches starting with Min or Mis. Below the expression is shown for this search.

Searching within a specific hierarchy level

You can narrow down a search using the drop-down list in the right part of search field. From the list you can specify within which hierarchy level you want to perform the search.

Alternatively, you can type, preceding your search expression in the field, one or more of the initial letters in the level name followed by a colon as exemplified below. Ci: means that the search is limited to the City level.

Tip: If you want to find cities named Miller exactly, you can type Ci::Miller, that is, type two colons. This expression will exclude Millersburg, Millerville, and Miller City above.

Managing search results

After performing a search, you can use the Search Result options on the right-click menu to act on the result.

Option

Description

Select

Makes sure there is a check mark for all values in the hierarchy that match the search string.

Deselect

Clears the check mark for all values in the hierarchy that match the search string.

Select Other Values

Makes sure that there is a check mark for all values in the hierarchy that does not match the search string.

Deselect Other Values

Clears the check mark for all values in the hierarchy that does not match the search string.

See also:

What is a Hierarchy Filter?