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For Rollups
Rollups can be used on hierarchical components, such as Department and Location, to report not only on the selected value, but also any children that may be associated with that value (the selected value is considered to be the 'parent').
If the relationship you have selected is for a component that has rollups defined, such as Department or Location, and the selected operator is 'EQUAL TO', then the Filter Designer will display additional fields specific to rollups. The first field displayed is Include Children Below the Selected Value. This field allows you to nominate whether this filter criteria will return data:
- None: For the selected value only. Behaves like a normal filter criteria, not a rollup.
- All (default): For the selected value and any children of the selected value.
- Select Levels: For specific levels under, and potentially including, the selected value.
Select Levels
When specifying levels they are always relative to the selected value. The selected value is deemed to be level 0. When you choose this option, two more fields are displayed: From Level and To Level. The following table explains how these fields are applied:
From Level
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To Level
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Rules
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Blank
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Blank
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Levels are ignored and the rollup will start at and include the parent record selected.
Results returned are the same as selecting "'All" for the 'Include Children Below the Selected Value' field.
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Not Blank
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Blank
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To Level is ignored. The rollup will start at the From Level (relative to the selected value) specified in the minimum level.
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Blank
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Not Blank
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From Level is ignored. The rollup will start at the selected value and will include all children up to the To Level specified.
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Not Blank
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Not Blank
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The To Level must be greater than or equal to the From Level.
The rollup will start at the From Level (relative to the selected value) and will include all children up to the To Level specified.
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Multiple Rollups for the selected Component
If multiple Rollups have been defined for the selected relationship, another field will be displayed. This field is called Hierarchical relationship. The drop down box associated with this field will display all Rollups that have been defined for the selected relationship. You must pick the hierarchical relationship that is relevant to your filtering needs.
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