Add dataset filters, data region filters, and group filters to a paginated report (Report Builder)
Applies to: Microsoft Report Builder (SSRS) Power BI Report Builder Report Designer in SQL Server Data Tools
In a paginated report, a filter is a part of a dataset, a data region, or a data region group that you create to limit the data that is used in the report. Filters are a way to help you control report data if you cannot change the dataset query, for example, if you are using a shared dataset.
Filters help you control which data is displayed and processed in a report. You can specify filters for a dataset, a data region, or a group, in any combination.
For more information, see Add a Filter to a Dataset (Report Builder and SSRS) and Filter Equation Examples (Report Builder and SSRS).
You can create and modify paginated report definition (.rdl) files in Microsoft Report Builder, Power BI Report Builder, and in Report Designer in SQL Server Data Tools.
Choosing When to Set a Filter
Specify filters for report items when you cannot filter data at the source. For example, use report filters when the data source does not support query parameters, or you must run stored procedures and cannot modify the query, or a parameterized report snapshot displays customized data for different users.
You can filter report data before or after it is retrieved for a report dataset. To filter data before it is retrieved, change the query for each dataset. When you filter data in the query, you filter data at the data source, which reduces the amount data that must be retrieved and processed in a report. To filter data after it is retrieved, create filter expressions in the report. You can set filter expressions for a dataset, a data region, or a group, including detail groups. You can also include parameters in filter expressions, providing a way to filter data for specific values or for specific users, for example, filtering on a value that identifies the user viewing the report.
Choosing Where to Set a Filter
Determine where you want to set a filter by the effect you want to achieve in your report. At run time, the report processor applies filters in the following order: on the dataset, and then on the data region, and then on groups from the top down in each group hierarchy. On a table, matrix, and list, filters for row groups, column groups, and adjacent groups are applied independently. On a chart, filters for category groups and series groups are applied independently. When the report processor applies the filter, all filter equations are applied in the order they are defined on the Filter page of the Properties dialog box for each report item, which is the equivalent of combining them with Boolean AND operations.
The following list compares the effect of setting filters on different report items:
On the dataset Set a filter on the dataset when you want one or more data regions that are bound to a single dataset to be filtered in the same way. For example, set the filter on the dataset that is bound to both a table that displays sales data and a chart that displays the same data.
On the data region Set a filter on the data region when you want one or more data regions that are bound to a single dataset to provide a different view of the dataset. For example, set the filter on one Table data region to display the top ten stores for sales and a different Table data region to display the bottom ten stores for sales in the same report.
On the row or column groups in a Tablix data region Set a filter on a group when you want to include or exclude certain values for a group expression to control which group values appear in the table, matrix, or list.
On the details group in a Tablix data region Set a filter on the details group when you have multiple detail groups for a data region and want each detail group to display a different set of data from the dataset.
On the series or category groups in a Chart data region Set a filter on a series or category group when you want to include or exclude certain values for a group expression to control which values appear in the chart.
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Understanding a Filter Equation
At run time, the report processor converts the value to the specified data type, and then uses the specified operator to compare the expression and value. The following list describes each part of the filter equation:
Expression Defines what you are filtering on. Typically, this is a dataset field.
Data Type Specifies the data type to use when the filter equation is evaluated at run time by the report processor. The data type you select must be one of the data types supported by the report definition schema.
Operator Defines how to compare the two parts of the filter equation.
Value Defines the expression to use in the comparison.
The following sections describe each part of the filter equation.
When the filter equation is evaluated by the report processor at run time, the data types for the expression and the value must be the same. The data type of the field you select for Expression is determined by the data processing extension or data provider that is used to retrieve data from the data source. The data type of the expression that you enter for Value is determined by defaults. The choices for data type are determined by the data types supported for a report definition. Values from the database might be converted by the data provider to a CLR type.
For the report processor to compare two values, the data types must be the same. The following table lists the mapping between CLR data types and report definition data types. Data that you retrieve from a data source might be converted to a data type that is different by the time it is report data.
|Report Definition Schema Data Type||CLR Type(s)|
|Integer||Int16, Int32, UInt16, Byte, SByte|
|Float||Single, Double, Decimal|
|Text||String, Char, GUID, Timespan|
In cases where you must specify a data type, you can specify your own conversion in the Value part of the expression.
The following table lists the operators that you can use in a filter equation, and what the report processor uses to evaluate the filter equation.
|Equal, Like, NotEqual, GreaterThan, GreaterThanOrEqual, LessThan, LessThanOrEqual||Compares the expression to one value.|
|TopN, BottomN||Compares the expression to one Integer value.|
|TopPercent, BottomPercent||Compares the expression to one Integer or Float value.|
|Between||Tests whether the expression is between two values, inclusive.|
|In||Tests whether the expression is contained in a set of values.|
The Value expression specifies the final part of the filter equation. The report processor converts the evaluated expression to the data type that you specified, and then evaluates the entire filter equation to determine if the data specified in Expression passes through the filter.
To convert to a data type that is not a standard CLR data type, you must modify the expression to explicitly convert to a data type. You can use the conversion functions listed in the Expression dialog box under Common Functions, Conversion. For example, for a field
ListPrice that represents data that is stored as a money data type on a SQL Server data source, the data processing extension returns the field value as a Decimal data type. To set a filter to use only values greater than $50000.00 in the report currency, convert the value to Decimal by using the expression
This value can also include a parameter reference to allow a user to interactively select a value on which to filter.
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