See this article in Bi4 Classic
Text and Numeric Filters
Bi4 newGen provides filters to allow you to segment your data. These filters can operate text values in the data and on the numeric values of metrics.
The filter list is available when pressing filter icon
Bi4 newGen Numeric filters operate on the metric query result only.
The following is a sample data set from Sales Vs All Inventory this level is InvoiceStockLocation ie. the Item and it's Location. This example is filter for 4 Items.
No Numeric Filters Applied
The above shows a column for Last Sold Wks and On Hand Stock for each location, grouped by Item. [Note that sub-Totaling of Last Sold Wks is a documented bug [https://intrep.atlassian.net/browse/IRNG-1490]
Below we Analyse by Item and we see the On Hand as the sum of the Item locations but notice the Last Sold Wks is the minimum of the Item Locations Last Sold Wks. It's not the sum of the Last Sold Wks because it needs to be the minimum of the last weeks when it was sold.
Using Numeric Filters
Let assume you want to retire ( set InActive ) all stock that you have not sold for the last 6 months (27 weeks) and that has 0 stock on hand.
Let's choose a numeric filter for inventory On Hand = 0 and apply this in Analyse by InvoiceStockLocation, then only locations with zero stock are displayed.
All Locations with zero stock are displayed - notice the on hand sums for the item sub-total are zero because the locations with non-zero stock have been filtered out.
Now add in Last Sold Wks > 27 and locations that have not sold for 27 weeks are filtered for.
Now switch to Analyse by Item
At first glance you may think the Item report is showing an incorrect result however, it is correct.
When applying the numeric filters to the Item report they are filteringthe result of the item dimension. With refrence to the screenshot No Numeric Filters Applied there are no Item that have On Hand = 0 and Sales > 27 weeks.
The InvoiceStockLocation report is Also correct because agin the filters are applied to the result and at a Location level several Item / Locations match the filter.
We can make DashBoad No Stock No Sales and display these reports. We can also move the Numric filters to apply to the entire workbook.
Note Numeric Filters for data source are not implementd in this release of NewGen.
