Datamining - Advanced Filter & Sort

Datamining Tiers – Advanced Filter & Sort

Advanced Filter & Sort is a tab on the Datamining Report Ribbon that provides access to technical, server-side filtering, sorting, and column removal.

These operations are executed on the server before the report results are returned, ensuring that filtering, sorting, and column removal are applied prior to rendering the grid.

When a Datamining Report is saved, all Advanced Filter & Sort settings are saved with it, allowing complex report definitions to be reused and shared.

Filter Expression

Filter Expressions apply server-side filtering to the report using a pseudo-SQL syntax.

Filter Expressions must use internal column names to reference data.

Add Column

Adds the internal name of a report column to the Filter Expression textbox to avoid manual entry.

Filter Expression Textbox

An editable textbox that contains the filter logic applied to the report.

Filter Expression Syntax Examples

Link Tags

Link Tags are metadata applied to links between module items such as Users, Applications, Devices, Mailboxes, and Bespoke items.

These tags typically indicate the origin of the link. For example:

• Intune connector → Intune
• SCCM connector → SCCM
• Active Directory connector → AD

Link Tags allow reports to filter relationships based on how those relationships were created.

Must Include Link Tag

A comma-delimited list of Tag Names or Tag IDs that links in the report must have.

Must Exclude Link Tag

A comma-delimited list of Tag Names or Tag IDs that links in the report must not have.

Sort Expression

Sort Expressions apply server-side sorting to the report using pseudo-SQL syntax.

Add Column

Adds the internal name of a report column to the Sort Expression textbox.

Sort Expression Textbox

An editable textbox containing the sort logic applied to the report.

Sort Expression Syntax Examples

Remove Columns

Remove columns allows columns to be removed from the final report output after server-side filtering and sorting have been applied.

This is commonly used when columns are required for filtering or sorting but are not needed in the final displayed results.

Add Column

Adds the internal name of a report column to the removal list.

Column List Textbox

Contains a list of columns that will be removed from the report.

Each column entry includes a remove icon to delete it from the list.

Portal User Filter

Portal Page Filter Expressions apply only to Datamining Reports that are published as web URLs.

They allow the displayed report results to be filtered dynamically based on the authenticated user viewing the page.

Authentication must be enabled on the portal for these filters to function.

Add Column

Adds the internal name of a report column to the Portal User Filter textbox.

Filter Expression Textbox

An editable textbox defining the portal-level filter logic.

Example

UserMigrations_SamAccount = '[UM-SamAccount]'

Other supported keywords include:

• [UM-Email]
• [UM-MigrationId]

Advanced Filter & Sort – Canonical Rules

• Advanced Filter & Sort operations are executed on the server.
• All expressions must use internal column names.
• Filters and sorting are applied before results reach the grid.
• Remove Columns removes columns after filtering and sorting.
• Saved reports retain all Advanced Filter & Sort settings.
• Portal User Filter apply only to published web reports.
• Portal User Filters require authentication to be enabled.

Advanced Filter & Sort – Frequently Asked Questions

Why doesn’t my column filter work in Advanced Filter & Sort?

Advanced Filter Expressions require internal column names and server-side syntax. Ensure the column name and comparison logic are valid.

Why does my report look different after saving and reopening?

Advanced Filter & Sort settings are saved with the report and are reapplied each time it is run.

Why can’t I see a column that I filtered on?

The column may have been removed using Remove Expression. Removed columns are not displayed but may still be used during filtering or sorting.

Why does my published report show different data per user?

Portal Page Filter Expressions can dynamically filter results based on the authenticated user viewing the report.

Can Advanced Filter & Sort replace Data Sources?

No. Data Sources define the initial scope of data. Advanced Filter & Sort applies additional server-side filtering and shaping after the Data Source is resolved.