Recurring Filters

Andy_21788
Andy_21788 Altair Community Member
edited May 2019 in Community Q&A
​Assuming there's still no way of importing filters (as there was back in 10.5) has anyone got any suggestions for some other time saving workaround?  The majority of the models I have to produce need the same set of 30 filters -mostly a mixture of formula and compound - which are used as the basis of summaries in Classic.  It just feels really inefficient to have to enter all of these every time a new model is needed but I can't see an alternative!

------------------------------
Andy Coles
Pension Manager
Dorset Healthcare University NHS Foundation Trust
01202 277312
------------------------------
Tagged:

Answers

  • Rebecca_Cronin
    Rebecca_Cronin
    Altair Employee
    edited May 2019
    Hi Andy.  Are you using Classic or Data Prep Studio?  In Data Prep Studio, you can create a combination of calculations and filters, which are saved as part of the change history.  You can then export that change history and reuse it on new workspaces that have the same filter requirements, assuming the column names remain consistent.

    ------------------------------
    LaRue Brown
    Solutions Architect
    Datawatch Corporation
    Bedford MA
    (978) 275-8234
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-08-2019 11:19 AM
    From: Andy Coles
    Subject: Recurring Filters

    Assuming there's still no way of importing filters (as there was back in 10.5) has anyone got any suggestions for some other time saving workaround?  The majority of the models I have to produce need the same set of 30 filters -mostly a mixture of formula and compound - which are used as the basis of summaries in Classic.  It just feels really inefficient to have to enter all of these every time a new model is needed but I can't see an alternative!

    ------------------------------
    Andy Coles
    Pension Manager
    Dorset Healthcare University NHS Foundation Trust
    01202 277312
    ------------------------------
    "
  • Andy_21788
    Andy_21788 Altair Community Member
    edited May 2019
    Rebecca Cronin_22304 said:

    Hi Andy.  Are you using Classic or Data Prep Studio?  In Data Prep Studio, you can create a combination of calculations and filters, which are saved as part of the change history.  You can then export that change history and reuse it on new workspaces that have the same filter requirements, assuming the column names remain consistent.

    ------------------------------
    LaRue Brown
    Solutions Architect
    Datawatch Corporation
    Bedford MA
    (978) 275-8234
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-08-2019 11:19 AM
    From: Andy Coles
    Subject: Recurring Filters

    Assuming there's still no way of importing filters (as there was back in 10.5) has anyone got any suggestions for some other time saving workaround?  The majority of the models I have to produce need the same set of 30 filters -mostly a mixture of formula and compound - which are used as the basis of summaries in Classic.  It just feels really inefficient to have to enter all of these every time a new model is needed but I can't see an alternative!

    ------------------------------
    Andy Coles
    Pension Manager
    Dorset Healthcare University NHS Foundation Trust
    01202 277312
    ------------------------------
    "

    Hi LaRue. 

    Thanks for the reply.  I usually start off in DPS for tidying up and using the Join function but then open the result in Classic because we rely on the Summary feature there.  Most of our models have about 15 summaries based on one or other of the filters.  I haven't found a way of replicating the summary feature in DPS.  Once the model is set up in Classic it's all fine - I just miss being able to import the filters from another model and wondered if I was missing a trick.

    ------------------------------
    Andy Coles
    Pension Manager
    Dorset Healthcare University NHS Foundation Trust
    01202 277312
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-09-2019 08:44 AM
    From: LaRue Brown
    Subject: Recurring Filters

    Hi Andy.  Are you using Classic or Data Prep Studio?  In Data Prep Studio, you can create a combination of calculations and filters, which are saved as part of the change history.  You can then export that change history and reuse it on new workspaces that have the same filter requirements, assuming the column names remain consistent.

    ------------------------------
    LaRue Brown
    Solutions Architect
    Datawatch Corporation
    Bedford MA
    (978) 275-8234
    ------------------------------

    Original Message:
    Sent: 05-08-2019 11:19 AM
    From: Andy Coles
    Subject: Recurring Filters

    Assuming there's still no way of importing filters (as there was back in 10.5) has anyone got any suggestions for some other time saving workaround?  The majority of the models I have to produce need the same set of 30 filters -mostly a mixture of formula and compound - which are used as the basis of summaries in Classic.  It just feels really inefficient to have to enter all of these every time a new model is needed but I can't see an alternative!

    ------------------------------
    Andy Coles
    Pension Manager
    Dorset Healthcare University NHS Foundation Trust
    01202 277312
    ------------------------------
    "
  • Rebekah
    Rebekah Altair Community Member
    edited May 2019
    Andy_21788 said:

    Hi LaRue. 

    Thanks for the reply.  I usually start off in DPS for tidying up and using the Join function but then open the result in Classic because we rely on the Summary feature there.  Most of our models have about 15 summaries based on one or other of the filters.  I haven't found a way of replicating the summary feature in DPS.  Once the model is set up in Classic it's all fine - I just miss being able to import the filters from another model and wondered if I was missing a trick.

    ------------------------------
    Andy Coles
    Pension Manager
    Dorset Healthcare University NHS Foundation Trust
    01202 277312
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-09-2019 08:44 AM
    From: LaRue Brown
    Subject: Recurring Filters

    Hi Andy.  Are you using Classic or Data Prep Studio?  In Data Prep Studio, you can create a combination of calculations and filters, which are saved as part of the change history.  You can then export that change history and reuse it on new workspaces that have the same filter requirements, assuming the column names remain consistent.

    ------------------------------
    LaRue Brown
    Solutions Architect
    Datawatch Corporation
    Bedford MA
    (978) 275-8234
    ------------------------------

    Original Message:
    Sent: 05-08-2019 11:19 AM
    From: Andy Coles
    Subject: Recurring Filters

    Assuming there's still no way of importing filters (as there was back in 10.5) has anyone got any suggestions for some other time saving workaround?  The majority of the models I have to produce need the same set of 30 filters -mostly a mixture of formula and compound - which are used as the basis of summaries in Classic.  It just feels really inefficient to have to enter all of these every time a new model is needed but I can't see an alternative!

    ------------------------------
    Andy Coles
    Pension Manager
    Dorset Healthcare University NHS Foundation Trust
    01202 277312
    ------------------------------
    "

    I also loved the import feature in 10.5 - I would often reuse calculated fields as well as filters in new models. No need to reinvent the wheel!

    ------------------------------
    Rebekah
    Operational Risk Analyst
    Exchange Bank (CA)
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-09-2019 09:12 AM
    From: Andy Coles
    Subject: Recurring Filters

    Hi LaRue.

    Thanks for the reply.  I usually start off in DPS for tidying up and using the Join function but then open the result in Classic because we rely on the Summary feature there.  Most of our models have about 15 summaries based on one or other of the filters.  I haven't found a way of replicating the summary feature in DPS.  Once the model is set up in Classic it's all fine - I just miss being able to import the filters from another model and wondered if I was missing a trick.

    ------------------------------
    Andy Coles
    Pension Manager
    Dorset Healthcare University NHS Foundation Trust
    01202 277312
    ------------------------------

    Original Message:
    Sent: 05-09-2019 08:44 AM
    From: LaRue Brown
    Subject: Recurring Filters

    Hi Andy.  Are you using Classic or Data Prep Studio?  In Data Prep Studio, you can create a combination of calculations and filters, which are saved as part of the change history.  You can then export that change history and reuse it on new workspaces that have the same filter requirements, assuming the column names remain consistent.

    ------------------------------
    LaRue Brown
    Solutions Architect
    Datawatch Corporation
    Bedford MA
    (978) 275-8234

    Original Message:
    Sent: 05-08-2019 11:19 AM
    From: Andy Coles
    Subject: Recurring Filters

    Assuming there's still no way of importing filters (as there was back in 10.5) has anyone got any suggestions for some other time saving workaround?  The majority of the models I have to produce need the same set of 30 filters -mostly a mixture of formula and compound - which are used as the basis of summaries in Classic.  It just feels really inefficient to have to enter all of these every time a new model is needed but I can't see an alternative!

    ------------------------------
    Andy Coles
    Pension Manager
    Dorset Healthcare University NHS Foundation Trust
    01202 277312
    ------------------------------
    "

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