Recurring Filters

Question

​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!

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Andy Coles
Pension Manager
Dorset Healthcare University NHS Foundation Trust
01202 277312
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Rebekah · Answer

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!

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Rebekah 
Operational Risk Analyst
Exchange Bank (CA)
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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.

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

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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 · Answer

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
------------------------------
"

Rebecca_Cronin · Answer

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
------------------------------
"