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Using the Filter Builder

The Filter Builder tool is only accessible to the Xtraction administrator.

The Filter Builder creates reusable filter objects that designers can use to drag onto their dashboards or documents.

Each filter imposes one set of conditions on the data source to which it applies. You can use the Filter Builder to create an initial set of filters. The tool runs a discovery process that inspects your installation’s data and, by default, creates filters for the top-ten most used values in the last 30 days. You can augment this process by reviewing the filters created and adding any that weren't created by default.

For details about creating additional filters and information about their purpose and use, see Creating content filters.

To create filters with the Filter Builder

Use the following procedure to create an initial set of filters for one data source at a time.

1.At bottom of the application window, click the Administration > Filter Builder link.

2.Click the database icon to select a data source.

3.For the selection period, use the default of the last 30 days, or click the calendar icon to select a different time period.

4.In the Add Condition dialog, you have the following options:

Dynamic date filter: Create a condition based on past, present, or future periods of time. Scroll down the list to specify the time period.

Drop-down list: Select from options that narrow the condition to during, not during, before, or after the time period selected.

Include current (*): Select for the condition to include the current day.

Fixed date filter: Create a condition with a fixed start and end calendar date. To select a different year than the current one, click the icon next to Start Date.

Drop-down list: Select from options that narrow the condition to during, not during, before, or after the dates selected.

5.After setting your conditions, click OK.

6.In the Parent Folder area, select a location to save the filters for this data source.

7.Click OK to start the process of filter discovery and creation.

The tool inspects the data source and creates filters for frequently used data values. The filters are saved within the selected parent folder and possibly sub-folders, depending on what the tool automatically creates.

Repeat this procedure for each data source you want to extract data from. You may want to review the results and add more filters manually.


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