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FILTER_ERGEBNISDB - Define Filter

FILTER_ERGEBNISDB - Define Filter

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In this workstep, you can define a filter for selecting transactions for the evaluation methods of the result database. Using a filter can improve system performance.

A filter contains a particular combination of characteristic values (selections). In addition to these, attributesare stored for each filter. In the test system, you can also define test selections for the filter, which can be used to simplify the testing of evaluation methods (see Additional Hints below).

The analysis structure contains the characteristics Product Type and Trader. You want to analyze the key figures for the product type Interest Rate Swap, regardless of which trader concluded the swap transaction. You therefore define a filter that contains the value Interest Rate Swaponly.

  1. Enter a name for the filter and choose Create or Copy.
  2. When you create a filter, or copy an existing one, choose a suitable filter category. Depending on the filter category, the filter is used in the procedure for single records or in the procedure for final results.
  3. If you choose Selections or Test Selections , you branch to the screen for editing combinations of characteristic values.
Depending on the filter category, in the right-hand part of the screen enter the characteristic values for the selection criteria. You can switch between ranges and individual values.
The characteristics in the analysis structure are shown in the left-hand part of the screen as a list of fields. Characteristics that are already included in the selection are shown in color.
  1. Choose Change Attributes to influence the information about the filter in question. This screen contains the description, the filter category used, the current status of the filter, the relevant analysis structure, and data about the authorization group, plus the name of the user who created the filter.
The Environment data group contains information about whether there are any evaluation procedures that are dependent upon the filter, whether another filter was created by copying this one, or whether there is historical data for the filter. If this is the case, the field contains the value X, and you can branch to the associated objects by choosing the relevant pushbutton.

Additional Hints

You can change a filter in any way you like provided that it is not assigned to a portfolio hierarchy, or , if it is assigned to a processing framework, no key figure values have been calculated for this portfolio hierarchy. If there is any data that is dependent on the filter, you can only extend the filter, rather than change it.

In the phase in which you test the results database, it can be inconvenient that it is not possible to change filters that have dependent data, or it is only possible under certain circumstances. For this reason, you can define Test Selections for a filter (this is useful only in test systems). Filters containing test selections can be changed as required. However, they cannot be transported. Before filters are transported from the test system the test status of the filter can be revoked by choosing Filter -> Delete Test Selections.

If, for a particular filter, filter definitions are imported into the system in a transport request, and these definitions do not match those used in the filter applied to results data in the results db, then you can use the Reset Filter function to reinstate the filter definitions that were valid before the new definitions were transported.

From Release ERP 2004, there is backup table for all filter categories. This table prevents any invalid changes to filters that may be imported from being used in the productive system. This could occur if the source system of the transport does not contain any results data for the filter in question, meaning that the filter can be changed in the source system. You trigger the generation of the backup table for all filters by choosing Extras -> Reorganization after Upgrade. You do this once only. If you do not do this, the system generates the backup tables for a filter the first time the filter is used .






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