Overview

There are scenarios where you may not want all data from a data source table to flow into the Data Model table for reporting. This article will cover how to add Table Filters to Data Model tables to restrict the data coming in from the data source.

Details

To add filters on the data going into a Data Model table, navigate to the Data Model section of Data Management within the Cosmos Portal and select the Data Model table that you would like to add a filter to. To the right of the field mappings section, you will notice a slide-out pane. Mouse over the pane and the Table Configurations screen will slide out.

Adding a Table Filter

To add a table filter, expand the Filters section for the source table that you were like to add a filter on and click the Add Filter button.

You can then select the field in the source table to apply the filter on and specify the filter to apply. 

The example above will only bring in records where the "Country/Region Code" = US.

If you need to add multiple filter values for a field, you can type them all in, hitting Enter after each to add it to the list. 

The example above will return all records where the "Country/Region Code" is either US or CA. 

If needed, you can add more filters to cover multiple fields. Do add more filter fields click the Add Filter button.

The example above will only bring in records from the source table where the "Country/Region Code" field is either US or CA, AND where the "Salesperson Code" field is AB. 

When the extension is checked in and the pipeline is published, only records that match the specified filter criteria will be brought into the Data Model reporting table.