Create User Defined Filters

A User Defined Filter (UDF) allows users to define and save preset filter criteria for running inquiries. You can create and save multiple UDF sets and then choose the appropriate filter to use prior to running an inquiry.

This functionality will save time when preparing to run an inquiry since you no longer have to populate the filters individually with the required values. This is especially helpful if for example you often use certain filter selections for a department or business unit, as you will not have to type in the same filter criteria each time you create a new inquiry.

By default, the feature will apply a filter set when a report is opened, saving the user from needing to select a set each time they open a report.

User Defined Filter functionality is accessed from the Manage user defined filters tab of the View filters panel:

Create a UDF

To create a UDF set, follow the steps below.

Click on + Create a user defined filter:
Type in a name for the new UDF into the Name field.
Set values for the picked filters.
To create a UDF for the filters that are available in the Current selection tab, click on + Create a user defined filters with current filter selection. All the UDF settings will be populated with those of the filter. These can then be edited and saved as a new UDF if required.
Click Save to create the new UDF.
If the UDFs are created, a “UDFs saved successfully” message will popup.

Apply a UDF

Created UDFs can be viewed by clicking on Apply a user defined filter on the Current selection tab.

The user can choose any UDF from the list, or click on “None” if they decide not to use one. If a UDF is set as default (see below), then it will be suffixed with the “default:” key word.

Manage a UDF

A UDF can be edited, deleted, copied, and made default.

To make a UDF default for a report, click on Manage user defined filters tab and select a UDF to make it default. Whenever the report is opened it will now have the default UDF displayed on the Current selection tab.

If no default UDF is required, click the No default UDF option. This is the default setting.

To edit a UDF, click on a UDF then click Edit. Once the edit is complete click on Done.

To delete a UDF, select it, then click on the Delete UDF button. A warning message is then displayed. Click Proceed on the message box the UDF will be deleted. This deletion will also be reflected on the desktop .

To delete a UDF, select it, then click on the Copy UDF button. A copy of the UDF is then created with a same name except suffixed with “copy1” to differentiate it from the original. The user can then edit the name as required.

Query by Example (QBE)

Filtering can also be carried out by using a Query by Example (QBE) facility. QBE filtering is performed by entering the required filter values in the QBE Filter Line, which is displayed above the report columns. This is displayed once a report is run. For example:

A report retains the QBE values as read only filters until the user clears the corresponding QBE cell value, the session times out, or the user logs out from Hubble.

Note: For further details on the use of QBE filtering, please refer to the to the “Query by Example” topic in the User Guide for Designer and Power Users.

Report Status Bar

The Report Status bar shows the number of report rows displayed, elapsed loading times, and information on how to access any linked reports (see Drilling Down into a Linked Inquiry).

Note: To view more than 50,000 rows, use Google Chrome.

Drilling Down into a Linked Inquiry

To drilldown from a report into a linked inquiry, you can right-click on any row, and you will be taken to the linked inquiry in the context of the row you drilled down upon.

Linked Inquiries

Linked inquiries are displayed within the same browser tab, and are run automatically. When you select a linked inquiry, the report is run and loaded, so there might be a small, noticeable delay while this happens.

You can also open a linked inquiry in a new tab by right-clicking on the linked inquiry and then clicking Open link in a new tab.

Once a drilldown has been loaded, “breadcrumbs” which indicate the path you took to get here via previous reports.

These breadcrumbs are clickable, enabling you to navigate back to the reports you were viewing previously.

Opening a Chart

Use the Hub Search Facilities to search for the charts you want to view. For example:

Click on the title of a chart to open it. For example:

Mark a Report as a Favorite

To mark a report as a favorite, open it and click the star button:

The marked report will then be listed on the Favorites page:

Export a Report to Excel

To export a report to an Excel spreadsheet, click the menu button in the top-left corner (the three dots) and select the Export to Excel option:

A notification will appear indicating that it is in progress.

After the export is complete a success notification is displayed including a link which can be used to download to Excel file.

We advise that you do not navigate away from the report page until the export is complete, otherwise it is likely you will not receive the above message and will be unable to downloaded the file.

Export to PDF

To export a report to a PDF file, click the menu button in the top-left corner (the three dots) and select the Save to PDF file option:

This will open the PDF export option dialog, on which the PDF page size and orientation can be set.

Page orientation can be either landscape or portrait. Page size can be A4, A3, Letter, Legal or Tabloid. If a cover page is required, toggle the Cover Page option on.

Click Export button to start the export. While an export is being executed, you cannot export again until it is complete; the export button will be disabled.

You should wait until the notification with Download button (see below) is shown. No notifications will be displayed (see below) if you navigate away.

The following notification is displayed when an export begins: