AX2238

How data is filtered during multipass processing

When multipass processing is performed, Axiom Budget Planning and Performance Reporting automatically applies a filter to the report, to limit the data returned by the item currently being processed. For example, if you are processing by department, the pass for Dept 1000 has a filter applied to limit the data in the report to Dept 1000.

By default, the multipass filter for each pass works as follows:

• The filter criteria statement for the multipass filter is determined by the Group by column(s) defined for the multipass settings.

  In basic mode, the group by column is automatically set to the selected source column. In advanced mode, you can manually specify a group by column, including multiple columns, if preferred. If Group by is left blank, the key columns of the source table are the group by columns.

  For example, if the group by column is DEPT.VP, each pass is filtered by VP (such as DEPT.VP='Jones').

• In the report, the multipass filter is applied as follows:

  • If the source table is a reference table, the filter is applied to any Axiom query or GetData function that queries a data table that links to the reference table (or the reference table itself).

  • If the source table is a data table, the filter is applied to any Axiom query or GetData function that queries a data table that belongs to the same table type as the source table. (If the source table does not have a table type, only the source table is filtered.)

If preferred, you can use the advanced mode settings to define different behavior for the multipass filter. Although the filter criteria statement is always defined by the Group by columns, you can override the default filter behavior and explicitly specify which tables or table types the filter should be applied to in the report. See Configure advanced multipass settings.