Impact of Sumary Filters on reports - Part 1

Consider the following columns in your report: Product, Sales and Rank - Rank(Sales).

To display only top 5 products you create a summary filter where Rank < 5.

Scenario 1: No grouping in report, no scope in summary filter
Result: No filtering effect

Scenario 2: Product grouping in report, no scope in summary filter
Result: No filtering effect

Scenario 3: Rank grouping in report, no scope in summary filter
Result: Filtering effect

Scenario 4: Product grouping in report, Product scope in summary filter
Result: Filtering effect, validation warning

Scenario 5: Rank grouping in report, Rank scope in summary filter
Result: Filtering effect, validation warning

Scenario 6: Product Grouping in report, Rank expression changed to include for Product, no scope in summary filter
Result : Filtering Effect

Scenario 7: Product Grouping in report, Rank expression changed to include for Product, A summary calculation - max - maximum(Rank) included for Product Grouping level, summary filter changed to max < 5, set scope of this filter to Product then only those groups that have maximmum ranks of 5 are displayed. Not setting scope will result in no data.

A summary filter should hence be used only when groups need to be filtered out otherwise an after aggregation filter should be used.