Filter Source Records

Use a source filter when you want the whole report to describe a subset of records, such as sales in North only. The filtered records contribute to the groups, calculations and totals.

Try filtering by region

Interactive example

Choose which orders to include

Filter the source orders before adding up sales.

Try it: Choose Only North, then All regions.

The example loads when visible.

Reset

What to notice: The total changes from $1,000 to $600 and back.

Select North, then clear the selection. Compare the total before and after the filter. This changes the records being summarized, rather than merely hiding a displayed row.

Configure a member selection

grid.pivot = {
  rows: ['region'], columns: ['quarter'],
  values: [{ prop: 'sales', aggregator: 'sum' }],
  filters: ['region'],
  filterSelections: { region: ['North'] },
  fieldPanel: { visible: true },
};

filters adds fields to the report’s filter area. filterSelections supplies selected values; use the actual source values, including their types. For example, true and 'true' are different selections.

Source filtering versus result filtering

Question	Use
Only include North’s orders	Source/member filter on Region
Show regions whose total sales exceed 500	Result filter on the aggregate measure

A result filter evaluates summaries after records have been grouped. It does not redefine the underlying fact scope used by percentage denominators or total calculations.

Server-side reports

The backend applies authorized filters before returning a page of summary groups. A browser filter is not an access rule. See request filters and backend authorization.

Next steps

Filter calculated results, sort the report, or filter a chart.