Understanding hierarchy-based Quick Filters

When you use hierarchies to create a Quick Filter, Axiom Capital Tracking automatically creates the filter based on your selections. When only one item is selected, the filter is simple—only data that matches the selected item is included. For example, if you select Asia from a Geography hierarchy, you will get a filter something like: Dept.WorldRegion='Asia', as shown in the following example:

NOTE: Sometimes when you select a single child item underneath a parent item, the child and parent are joined with AND. For example: DEPT.VP='Jones' AND DEPT.Manager='Smith'. This means that the DEPT table has other instances of Manager Smith that belong to different VPs, so the compound statement ensures that you only get the data where Manager Smith is under VP Jones. (You can manually edit the filter to remove the Jones portion of the statement to see all of the data for Manager Smith, regardless of VP). If instead Axiom Capital Tracking constructs the filter as just Dept.Manager='Smith', that means all instances of Manager Smith are also under VP Jones.

You can select multiple items in the same hierarchy or from different hierarchies. Items from the same hierarchy are combined using OR, which means data matching any of the selected items is included. Items from different hierarchies are combined using AND, which means only data that matches both selected items is included. In the following example, we selected two items from the same grouping level in a single hierarchy, so a simple filter criteria statement is created using IN. The resulting filter includes all of the data from Asia and Europe.

Next, we selected two items from different grouping levels, but within the same hierarchy. In this case, a compound filter criteria statement is created using OR. The resulting filter includes all of the data that belongs to Italy or US East.

Finally, we selected two items from different hierarchies, so a compound filter criteria statement is created using AND. The resulting filter includes only data that belongs to both US East and VP Jason Guppy.