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 the Cosmos Portal and select the Data Model table that you would like to add a filter to. When the table expands you will see a Filter icon to the right of each data source table.

Adding a Table Filter

To add a table filter, click the Filter icon next to the desired source table. Then, in the Source Table Filters window, you will be able to select the field(s) that you want to apply filters to and enter the value. This will only return data into the table that matches the filter criteria.

The example above will only bring in records where the "Item Ledger Entry Type" = Sale.

If you need to add multiple filter values for a field, you can click the + button beneath the first value to add another line.

The example above will return all records where the "Item Ledger Entry Type" is either Sale or Purchase. 

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

The example above will only bring in records from the source table where the "Item Ledger Entry Type" field is either Sale or Purchase AND where the "Line Type" field is Item. 

When the data model 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.