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Concepts → Filter Expression Session Variable

About Filter Expression Session Variables

A filter expression session variable is a filter expression created in the Schema Manager. Incorta introduces filter expression session variables to allow you to create a filter expression just once and reference it in different contexts.

Filter expression session variables are evaluated and populated at the runtime of the related objects. When updating a filter expression session variable, changes are propagated to all related objects.

Note

Referencing a filter expression session variable is not possible in all contexts where filter expressions can be defined. For example, you cannot reference a filter expression session variable when creating a runtime security filter for a physical schema table. In such cases, you can use an explicit filter expression instead, or you can reference an internal session variable or external session variable, if applicable.

Where can you create a filter expression session variable

You can create a filter expression session variable from the Schema Manager by using the Formula Builder. You need to sign in to Incorta Analytics with a user account that has the Schema Manager role.

Valid references in a filter expression session variable

Here are the types of objects that you can reference in a filter expression session variable:

Valid contexts to reference filter expression session variables

After creating a filter expression session variable, you can reference it in the following contexts.

Object Type Filter Type Configuration
Physical Schema Incorta Table Individual Filter (Dynamic) Add a new formula to the Individual Filter tray, enable Dynamic, and then select a filter expression session variable.
Physical Schema Incorta Table Measure Filter (Dynamic) The Incorta Table must be an aggregated table. Expand the measure properties, add a new formula to the filter tray, enable Dynamic, and then select a filter expression session variable.
Business Schema Incorta View Individual Filter (Dynamic) Add a new formula to the Individual Filter tray, enable Dynamic, and then select a filter expression session variable.
Business Schema Incorta View Measure Filter (Dynamic) The Incorta View must be for an aggregated table. Expand the measure properties, add a new formula to the filter tray, enable Dynamic, and then select a filter expression session variable.
Dashboard Filters Applied Filter (Dynamic) Add a new formula to the Applied Filters tray, enable Dynamic, and then select a filter expression session variable.
Dashboard Filters Filter Options (Dynamic) Add a new formula to the filter option, enable Dynamic, and then select a filter expression session variable.
Insight Filters Individual Filter (Dynamic) Add a new formula to the Individual Filter tray, enable Dynamic, and then select a filter expression session variable.
Insight Filters Measure Filter (Dynamic) Expand the measure properties, add a new formula to the filter tray, enable Dynamic, and then select a filter expression session variable.This does not apply to all insight types (listing table is an example).

View Access Rights

In order to reference a column or variable in a filter expression session variable, you must have View access rights to the grandparent object (schema or business schema) or the variable.


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