Page criteria in Reports

[On-prem release: 2021 Summer]
[On-prem build: 21222]

Page Criteria means that you can apply criteria to a certain page in a report.

Open a report and right click a certain page in the panel on the right hand side (make sure that you are in designer mode):

mceclip0.png

Note the Add page criteria option - that's the one you are looking for.

Also note that there is an Ignore dimensions option on page level, which means that you can choose to ignore criteria from a certain dimension on his particular page.

When you add criteria on page level you can create a report that includes data from a lot of different areas - sort of like multiple reports in one report.

This covers what you need to know in 98% of use cases - however, what if you we're applying criteria to the same attribute using the same operator (e.g. =)?

You could have a:

  • global criteria saying Salesperson = Alvaro Bennet
  • page criteria saying Salesperson = Luitpold Whyman

Then you would need to know which criteria "wins" - that's also called cardinality.

 

Cardinality of criteria

In the cardinality of criteria in TARGIT - the strength of Page Criteria fits in between global criteria and local criteria.

That means that if you have a global criteria saying Product Group = Jeans AND Shirts and T-shirts, you can have a page criteria overriding this - maybe saying Product Group = Jeans - and even on that page you can have an object with a local criteria saying Product Group = T-shirts.

So Page Criteria overrides Global and Local criteria overrides Page criteria.

This is based on the assumption that you are filtering on the same dimension hierarchy and using the same operator (=).

Note: If you add Page Iteration to a page or pages that have page criteria, it will override the Page Criteria. (probably not a scenario that will make sense in real world scenarios).

 

 

 

 

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Comments

7 comments
  • Hi Niels.

    It appears that applying "page criterias" on a page does not effect the preview of the page in the desktop client - the page criteria will only be applied when printing the report to PDF - is this correct? 

    /Thomas 

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  • Hi Thomas,

    That is correct. The preview can only show the basic structure.

    You will always need to print it to PDF to see effects such as page criteria, page iterations, some dynamic content etc.

    BR / Ole

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  • Thanks Ole :-) I will have to inform the users to keep this in mind.

    /Thomas 

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  • Why is add page and/or add page criteria not visible in my Targit Designer Client ?

    I have no "menu" on the right ??

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  • Hi Morten,

    I cannot tell from your screenshot if it is a Dashboard layout or a Report layout. It has to be a Report layout to offer these menus.

    If you go 'Layouts' you can see which type it is.

    For a Report layout it should look something like this:

    For a Dashboard layout it looks something like this:

    BR / Ole

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  • Hi Ole,

    Thanks for clearing that up for me.

    It's a dashboard, so thats why I don't have that option.

    I tried another way around, but also without succes.

    I wanted to copy an excisting dashboard ( by duplicating ), renamed the new one, put in some other dimensions and saved the changes.

    But the result is that both the excisting(original) dashboard and the new dashboard contains the same dimensions. What am I missing ?

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  • Hi Morten,

    When you duplicate a layout, all objects in the two layouts are by default linked to each other - meaning that any changes in an object in one layout also takes effect in the linked object in the other layout.

    You will need to go to the 'Object list' to unlink objects. You do this by clicking the yellow link icon. After that, the objects can be edited individually without affecting other objects in other layouts.

    BR / Ole

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