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v26.02: Dynamic FA Context Filter

Dynamic FA Context Filters enable users to define which dimension members should be visible in Boards, Sheets, and Snippets, helping maintain focused and meaningful data views. These filters ensure data relevance, prevent invalid dimension combinations, and improve user experience—before authorization rules are applied.

Types of Dynamic FA Context Filters

Admins and creators can choose from three filter types:

1. Fixed Value Restriction

Restricts available dimension members using an explicit include or exclude list.

Key Characteristics

  • Uses the regular member selector.

  • Defines allowed members upfront.

  • Best for simple, static restrictions.

2. Property Dependent Filter

Dynamically filters members by matching property values between dimensions.

Example

Show only entities whose local currency matches the Currency dimension selection.

How it works

The system automatically evaluates:

Base Property = Target Property

3. Metric Data Filter

Filters dimension members by evaluating actual metric values (e.g., sales numbers, status, indicators).

Examples

  • Show only products where Sales > 1000

  • Show only regions where Status = Active

How it works

  • Uses real metric values within the Functional Area.

  • Supports a wide range of operators based on metric data type.

Comparison of Filter Types

Feature / Aspect

Fixed Value Restriction

 Property Dependent Filtering Metric Data Filter

Purpose

 Restrict members to a predefined list Restrict based on matching properties Restrict based on metric values

Filter Basis

 Static, admin-defined Dynamic — based on metadata

Dynamic — based on data

Flexibility

 Low Medium High

Configuration

Select Include Only/ Exclude Only +

Members

Select Base Dimension + Property Mapping

Select Metric + Condition + Scope

Typical Use Cases

  • Allow only "North America, Europe" for Entities

  • Exclude "JPY, CNY" from Currencies

 Match Entity Currency ↔ Currency Code Show only Regions where Status = Active
Pros Simple and clear Auto‑adjusts with metadata Extremely flexible, data‑driven
Cons Requires manual updates Limited to exact property matches Depends on data availability

Leaf-Level Filtering Rules

Dynamic FA Context Filters always apply only to leaf members.

  • Leaf members may be filtered out.

  • Parent members remain visible if they contain at least one valid leaf.

  • Parent members cannot be filtered out directly.

Where to Configure Dynamic FA Context Filters

Dynamic FA Context configuration is available to Board, Sheet, and Snippet Admins.

Boards

Board → Board Preferences → Options → Enable Dynamic FA Context

  • Shows all FA Context dimensions used by widgets in the board.

Sheets / Snippets

Sheet/Snippet → Sheet/Snippet Layout → Options → Enable Dynamic FA Context

  • Shows all FA Context–enabled dimensions for the selected Sheet/Snippet.

Export note:

Dynamic FA Context configuration is included when exporting a workspace.

How to Define a Dynamic FA Context Filter

  1. Select Enable Dynamic FA Context in Board Preferences, Sheet Layout, or Snippet Layout.

  2. Click the Plus button on the right.

  3. Select the dimension(s) and select OKAY.

  4. For each dimension you added, you can define one of the three Restriction Types:

Define Fixed Value Restriction

When Fixed Value Restriction is selected, configure the following:

  • Restriction Mode

    • Include Only: whitelist members

    • Exclude Only: blacklist members

  • Member Selection:

    Use the member selector to choose the allowed or excluded members.

This is the simplest filter type for static, controlled member sets.

Define Property Dependent Filter

When Property Dependent Filter is selected, configure the following:

  • Base Dimension

    The reference dimension from which property values are taken.

  • Base Property

    Property in the base dimension.

  • Target Property

    Property in the current dimension to match against.

Filter Logic

The system keeps only members where:

Base Property Value = Target Property Value

Example

Goal: Filter Entities by Currency

  • Base Dimension: Currency

  • Base Property: EUR

  • Target Dimension: Entity

  • Target Property: Local Currency

Result:

Only entities whose local currency matches the selected currency are shown.

Define Metric Data Filter

When Metric Data Filter is selected, configure the following:

  • Source Metric

    Choose the metric from the current Functional Area.

  • Operator

    Operators vary depending on the metric's data type:

    Data Type

    Operator

    Text

    Equals, Not Equals, Contains, Starts With, Ends With

    Number

    Equals, Not Equals, Greater Than, Less Than, Greater Than or Equal, Less Than or Equal

    List/Dimension

    Is In List, Not In List

    Boolean

    Is True, Is False

    Date

    Equals, Not Equals, Before, After, Between

  • Value

    Specify the value based on the operator.

  • Set Current Dimension

    When Set Current Dimension is enabled:

    • The system updates the context members dynamically based on the dimension member currently selected.

    • The displayed members always correspond to the valid members of the selected dimension.

    Example

    • If you select Actual, and it has 8 valid members, the sheet displays those 8 members.

    • If you switch the selection to Plan, and it has 3 valid members, only those 3 members are shown.

    Summary

    With Set Current Dimension enabled, the sheet always refreshes to show the valid members associated with the dimension member you select.

  • Set Fixed Dimension

    When Set Fixed Dimension is enabled:

    • You specify a fixed dimension and a fixed member (e.g., Scenario = Plan).

    • The system always evaluates validity based on this fixed member —regardless of what users later select at the header level.

    Behavior Details

    • If Scenario = Plan is fixed, the system displays only the members valid for Plan.

    • Even if the user changes the Scenario selection at the Level 2 header (e.g., switches to Actual), the evaluation still uses Plan as the fixed reference.

    • If a valid combination exists for the fixed member, those members appear.

    • If no valid combination exists, the result remains blank.

Example

Filter the Products dimension based on Region selection

  • Metric: Status

  • Condition: Status = "Open"

  • User selects Region = Asia Pacific

Result:

Show only products that have an Open status within Asia Pacific.

Error Handling and Fallback

Possible Error Scenarios

  • No Valid Combinations: When restrictions result in empty selection sets.

  • Data Unavailability: When metric data is missing or incomplete.

UI Response

Displays:

"No members satisfied FA Context restriction criteria."

Fallback Behavior

  • System gracefully reverts to unrestricted selection.

  • A warning message informs users of the issue.

Audit, Logging, and Version History

Event Logging

The system logs every Create, Update, or Delete action related to Dynamic FA Context configuration.

Each log includes:

  • Timestamp

  • User who performed the action

  • Action type (Create / Update / Delete)

  • Target object (Board / Sheet / Snippet)

  • Detailed change information

Version History

  • A new version is created for each Create or Update.

  • Deleted configurations remain accessible for audit.

Traceability

Auditors/admins can review:

  • Who made changes.

  • What was changed.

  • When

  • Which Board, Sheet, or Snippet was impacted

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