Search & Filter

Lumel EPM now lets you 'search' and open the saved semantic models, reports, Power BI files just by clicking on the Search bar at the top of the screen.

The search & filter features help you to fetch relevant data when there are a large number of Files.

1. Search

The 'Search' option helps you find semantic models, reports, files in your Lumel EPM.

Click on the Search on top of the page.

b) Type the name or text in the search box. Lumel EPM starts narrowing down the matches as soon as you start typing. Navigate through the results or see more results and click on the file to be opened.

2. Filter

Lumel EPM provides filter by row or column hierarchies, or by measures, along with Nested AND/OR filtering options to filter a range of data based on the criteria you define.

2.1 Create Filter

Go to HOME > Filter > Add New Filter. Create Filter pop-up appears.

_{Create Filter pop-up.}

In the Create filter pop-up

• Enter a name for the filter.

• Select the 'measures' to which filter has to be applied from the Category dropdown.

• Select the 'filter conditions' from the adjacent dropdown.

• Click Save to apply the filter.

The data has been filtered to show only the rows corresponding to the category 'Audio' as shown in the image below.

_{Filter is applied to the Audio category.}

Once a filter is applied, it can be edited by clicking on the filter icon again and selecting the pencil icon next to the filter to be edited.

_{Editing a Filter}

2.1. Nested and grouped filters

You can add multiple filters using the 'Add Filter' option and can apply nested AND/OR conditions.

In the below example, we have filtered by the Audio category where the subcategory is not Camcorders.

Add group

Click 'Add group' in the edit filter window. In the image below, we have added four conditions nested using AND/OR and using two filter groups. The filtered table is also shown.

You can delete the individual filters by clicking on the 'Delete' icon available next to the condition.

Click on 'No Filter' to reset all the filters.

Filtering manual input rows

Lumel EPM filters can detect manually inserted row categories and calculated rows. You can apply filters for data input or calculated rows just like you do for row categories from the dataset.

In the example below, the Audio-Inserted and Video-Inserted rows are manual input rows created within the Lumel EPM visual. Notice how even manual input row categories are detected by the filter.

2.2. Column-level filter

Lumel EPM provides nested AND/OR column-based filtering options to filter a range of data based on the criteria you define.

a) When you hover over any column, a hamburger menu appears as highlighted. Click on the hamburger menu (column gripper) and then click on the icon.

b) Choose the filter condition from the drop-down and enter the filter value. Let us consider an example to apply the column filter 'Greater than 1 million' to the '2022 Sales' measure. The data gets filtered to show only the values corresponding to the filter condition as shown in the image.

d) You can add nested AND/OR filters by clicking the 'Add rule' option. In the below example, we have added one more condition - '2022 Sales' less than 2 million.