User-Defined Filters

To supplement the filter lists in wInsight Analytics, you can create additional filters in wInsight and import them into wInsight Analytics.

Loading the User-Defined Filters

The user-defined filters that exist in wInsight are added to the wInsight Analytics data model when the data load process is run. The exceptions are filters that are set up to prompt for user entry of filter values. They cannot be used in the wInsight Analytics module.

Note: You must copy the WSCUSTOM.XML file from wInsight to <wInsight Analytics installation folder>\Setup before loading data.

Using the User-Defined Filters

The user-defined filters are available on all analytics tabs. Click User Filters under Additional Filters and, in the drop-down list, select the filter you want to apply.

Changing or Adding Filters

If you need to change a filter or add a new filter, make the change or addition in wInsight and copy the updated WSCUSTOM.XML file to the Setup folder for wInsight Analytics. The next time the data load process runs, it copies the updated or added filters to the wInsight Analytics data model.

Note: If you add or change a filter, set the Number of Periods Back setting in Configuration so that the data load process includes all periods for which you plan to use that filter. If you do not do that, the filter could return no results or incorrect results if applied to data that was loaded before the filter was added or updated.

User-Defined Fields in Filters

User-defined filters that involve a user-defined field may not work as expected if that filter is applied to a database in which that user-defined field does not exist.