Power of Numeric Filters [WorkBooks]

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Text and Numeric Filters

Bi4 WorkBooks provides filters to allow you to segment your data. These filters can operate text values in the data dimensions and on the numeric values of metrics. 

The filter list is available when pressing filter icon - metric filters appear at the lower part of the list   

Screenshot 2024-04-04 at 6.33.24 pm.png

Bi4 WorkBook Numeric filters operate on the metric query result only. These results vary depending upon the dimension being analysed.

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 filtered for 4 Items.

No Numeric Filters Applied

Screenshot 2024-04-04 at 6.44.18 pm.png

The above shows a column for Last Sold Wks and On Hand Stock for each location, grouped by Item. 

Below we Analyse by Item and see the On Hand as the sum of the Item Locations but notice the Last Sold Wks is the minimum of the Item Location's 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.

Screenshot 2024-04-04 at 7.09.39 pm.png

All Locations with zero stock are displayed - notice the on hand sums for the item sub-otal are zero because the locations with non-zero stock have been filtered out.

Now add in Last Sold Wks > 27 and < 9998 and locations that have not sold for 27 weeks are filtered for.

Screenshot 2024-04-04 at 7.10.14 pm.png

Now switch to Analyse by Item

Screenshot 2024-04-04 at 7.17.08 pm.png

We can make a dashhoard of No Stock No Sales and display these reports. We can also move the Numeric filters to apply to the entire workbook by creating filter in the top line of the workbook.



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