Configuring filters

Field filters are disabled for the custom data source API by default. In the response to the /fields request, you can specify which filters to enable in Flexmonster and support on the back end.

This guide focuses on how to configure filters.

Available filter configurations

Flexmonster Pivot provides the following filters:

• Conditional filter
• Selection filter
• Value filter

In the custom data source API, configurations for these filters are stored in the following properties:

• query — configures the conditional filter.
• members — configures the selection filter.
• valueQuery — configures the value filter.

Configuring filters

Filters are configured in the response to the /fields request.

You can configure filters for all fields, for fields of a certain type, or for individual fields. All filters can also be enabled at once for all fields.

Turn on all filters at once

To enable all available filters at once, set the filters property to true in the response to the /fields request:

{
  "filters": true,
  // Other configs
}

Note This approach requires implementing all filters available in Flexmonster Pivot.

Filters for fields of any type

To configure filters for fields of all types, use the filters.any property.

If you want to support all filtering configurations available in Flexmonster for all field types, set filters.any to true:

{
  "filters": {
    "any": true
  },
  // Other configs
}

To configure filters separately, specify filters.any as the FilterConfigObject. For example:

"filters": {
  "any": {
    "members": false,
    "query": true,
    "valueQuery": true
  }
}

Here, the query is set to true, which enables all conditions for each field type: "string", "number", and "date".

You can also explicitly specify supported filtering conditions in an array. Note that in this case, only conditions common for all field types can be specified:

"filters": {
  "any": {
    "members": false,
    "query": ["equal", "not_equal"],
    "valueQuery": true
  }
}

In the same way, the valueQuery property can be used to enable either all conditions supported by the value filter or only some of them:

"filters": {
  "any": {
    "members": false,
    "query": ["equal", "not_equal"],
    "valueQuery": ["top", "bottom"]
  }
}

Filters for fields of a certain type

The filters.string, filters.number, and filters.date properties allow configuring filters for fields of a corresponding type. These filter configurations override configurations set for all fields in filters.any.

We will showcase filter configuration on an example of the "string" field type. If you want to support all filtering configurations for fields of this type, set the filters.string property to true:

{
  "filters": {
    "string": true
  },
  // Other configs
}

To configure filters separately, specify filters.string as the FilterConfigObject. For example:

"filters": {
  "string": {
    "members": false,
    "query": true,
    "valueQuery": true
  }
}

Here, the query is set to true, which enables all conditions supported by the "string" field type.

You can also enable only some of the conditions by specifying them in an array:

"filters": {
  "string": {
    "members": false,
    "query": ["equal", "not_equal"],
    "valueQuery": true
  }
}

In the same way, the valueQuery property can be used to enable either all conditions supported by the value filter or only some of them:

"filters": {
  "string": {
    "members": false,
    "query": ["equal", "not_equal"],
    "valueQuery": ["top", "bottom"]
  }
}

Filters for the fields of the "number" and "date" types can be configured similarly. See the list of supported conditions for the "number" and "date" field types.

Filters for individual fields

Filters can be configured for individual fields by specifying the filters property for the necessary field in the response to the /fields request. Filter configurations for individual fields override configurations set for all fields and for fields of a certain type.

Here is an example of how to set a filter configuration for the "Country" field:

{
  "fields": [
    {
      "uniqueName": "Country",
      "filters": {
        "members": true,
        "query": ["equal", "not_equal"],
        "valueQuery": ["top", "bottom"]
      },      
      // Other configs
    },
    // Other fields
  ],
  // Other configs
}

Conditions that can be defined in the query property depend on the field's type. See the list of supported conditions for "string", "number", and "date" field types.

In the valueQuery property, you can specify which conditions are supported by the value filter.

Handling filters

After you configure the filters on your server, they can be applied to fields in Flexmonster Pivot. When a filter is applied to a specific field, the filter is sent in the query.filter property in the /select request for the pivot table, the flat table, and the drill-through view. The server must then filter the data according to the filter specified in the /select request.

The filters are also sent in the filter property in the /members request for a field that is part of a multilevel hierarchy. See how to support multilevel hierarchies in the custom data source API.

Supported filtering conditions

Conditions for the value filter

The value filter supports the following conditions: "top", "bottom", "equal", "not_equal", "greater", "greater_equal", "less", "less_equal", "between", "not_between".

These conditions can be specified for fields of all types.

For the conditional filter, the supported conditions depend on the field type. Have a look at the list of supported conditions for "string", "number", and "date" fields below.

Conditions for fields of the "string" type

Filter by condition supports the following conditions for the "string" field type: "equal", "not_equal", "begin", "not_begin", "end", "not_end", "contain", "not_contain", "greater", "greater_equal", "less", "less_equal", "between", "not_between".

Conditions for fields of the "number" type

Filter by condition supports the following conditions for the "number" field type:  "equal", "not_equal", "greater", "greater_equal", "less", "less_equal", "between", "not_between".

Conditions for fields of the "date" type

Filter by condition supports the following conditions for the "date" field type: "equal", "not_equal", "before", "before_equal", "after", "after_equal", "between", "not_between", "last", "current", "next".

Note that the server always receives either "between" or "not_between" in the filtering request when the following conditions are applied to "date" fields:

• "equal"
• "not_equal"
• "last"
• "current"
• "next"

To use these conditions in Flexmonster, implement the "between" and "not_between" filters on the server even if they are disabled for the client side.

Conditions common for all field types

The following conditions of the conditional filter are common for all field types:

• "equal"
• "not_equal"
• "between"
• "not_between"

Use them when specifying supported filters for all fields in the filters.any property.

Note To use the "equal" and "not_equal" conditions for "date" fields, implement the "between" and "not_between" conditions on the server. Read more in the Conditions for the "date" field type section.

See also

• Implementing the custom data source API on your server
• Configuring aggregation functions
• Supporting multilevel hierarchies