Context filters - j5 - 28.0 - Administration & Configuration - Hexagon

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2019

A context filter is a filter formula set on a section or subsection which is applied to all import data in that section or subsection.

  • Subsections inherit the context filters from their parent sections.

  • If you applied a data binding formula to a particular section or subsection, a context filter set at the same level is not applied at that level. This prevents the data refresh from entering an infinite loop. However, the context filter will be applied to its subsections.

In order to have a context filter apply at the same section level as a data binding formula, set the context filter on its parent section.

For example

In this example, a context filter has been applied to the 1. Unit 1 section to filter by the Unit 1 area. An additional filter is needed on the subsection to filter by the status Open for Approval.

Referring to the image below, the context filter is set on 1. Unit 1.

context filters 1

And, the data binding formula is set on the subsection 1.1:

context filters 3

The applied filters result in the following:

context filters 2

  • Filter conditions that you want applied to all the import functions in a section and its subsections can be given in a context filter formula, such as:

=FILTER.AREA(FilterInput, "Unit 1")

  • FilterInput is a special keyword that is used in context filter formulas as a placeholder for the import function.

  • It is also possible to apply more than one filter, for example =FILTER.AREA(FILTER(FilterInput, "status=?", "Open for Approval"), "Unit 1")

  • Filters are ignored if the imported data set does not have the column that the filter condition references.

  • The context filter is not applied to the formula results. It is applied to each import function in the formula.

For example

When the context filter is set to =FILTER.AREA(FilterInput, "Unit 1"), and an import formula in that section is

=FILTER(IMPORT.LOG("handover_logbook", "comment"), "status=?", "Open for Approval"), it would be equivalent to

=FILTER(FILTER.AREA(IMPORT.LOG("handover_logbook", "comment"), "Unit 1"), "status=?", "Open for Approval") instead of

=FILTER.AREA(FILTER(IMPORT.LOG("handover_logbook", "comment"), "status=?", "Open for Approval"), "Unit 1") because the context filter is applied to the import function and not the result of the formula.

In this example, the result is the same, but it might not be for other formulas.