Filtering Data Back to Previous

Filtering allows you to define the conditions required for a data record (e.g., loan, HPI by geography, etc) must meet to be included in your report output. You may define as many conditions as necessary to filter your data. There are two types of filters for a report as follows:

· Report Filter is applied to the source data to generate the initial output when a report is executed.

· View Filter is applied after the output is generated and allows you to isolate data from within that output dataset to create a customized view and hide those records in the output dataset that do not meet the filter conditions.

The mechanics of defining a report filter condition or view filter condition are identical with one exception; report filter conditions may use any attribute or metric while a view filter condition can only use the attributes and metrics that are included in the output dataset you are working with.

This topic will provide the following information:

· How to define filter conditions

· Comparison operators used for filtering

· Join operators used to link filter conditions

· Creating and Using Predefined Filters

Defining Filter Conditions Back to Previous

The user interface to define a report or view filter is the same. The report filter can only be defined prior to running a report and can use any attribute or metric, a view filter can only be defined after running a report and is limited to those attributes and metrics that are included in the output dataset. This example will show the user interface when defining a report filter, but the setup for a view filter is identical.

There are two types of filter conditions as follows; each of these two filter types have different setup options:

· Qualify filter on Attribute allows you to compare the value of an attribute form to a specified target value using an operator (e.g., Equal To, Greater Than, Between, etc) that determines the records to be included or excluded from your output. Click here for more information on Attribute Forms.

· Qualify filter on Metric allows you to compare the value of a metric to a specified target value using an operator (e.g., Equal To, Greater Than, Between, etc) that determines the records to be included or excluded from your output.

· Select filter on an attribute allows you to specify a list of values that are either to be included (In List) or excluded (Not In List) and is limited to attributes that have coded values (e.g., attributes such as State or Delinquency Status); metrics are not eligible for the Select filter type.

Qualify Filter Condition Setup for Attribute Back to Previous

Due to the nature of the ID form and the system resource required for the DESC form of an attribute, an Attribute Qualification condition is only applicable for those attributes whose value is the same as the ID. The attributes in REAS available for a qualification filter are as follows:

· Data Period – ID is the same as the sequentially numbered CoreLogic assigned data period • CBSA – ID is the same as the government assigned numeric code for each CBSA.

· County – ID is the same as the government assigned numeric FIPS code for each county.

Note: The FIPS Code attribute has only the FIPS (ID is renamed to FIPS) and matches the FIPS assigned to each county.

· CBSA Code or CBSA Name - ID is the same as the government assigned numeric CBSA code for each CBSA location..

· Zip – ID is the same as the government assigned numeric code for each zip code area.

· Month - ID is the same as the numeric value for each month in the year..

· Bedrooms – ID is the same as the number of bedrooms designated for a property.

For any other attribute available in REAS, there is no correlation between the ID form value and the value that you will need for reporting and it is highly recommended that you use an Attribute Selection condition. This will allow you to select the individual values for the filter condition to be included or omitted from your output.

To define a Qualify filter condition for one of the above listed attributes using the Attribute Form, follow the steps below:

Note: You should only use this option to filter on attributes whose ID value is known (e.g., Data Period or Origination Year where the ID is the actual value of the attribute). Click here for more information on Attribute Forms.

	Move the attribute to the Filter panel You may move an attribute or metric to the Filter panel by either drag and drop or right-click popup menu. The State attribute will be used for this example.
	Specify the Type of condition For this example, the Qualify option will be used for the CBSA Code attribute. Note: When the Type of condition is Qualify and an attribute is selected, the attribute form field is enabled for selection. You should always use the ID form when comparing for filter conditions. Click here for more information on Attribute Forms	Note: The prompting of the qualification on this type of filter condition is not very intuitive and is not recommended. Prompting for the value is more intuitive but provides no list of values for selection and, for that reason, is not recommended. The best implementation of the prompts for a filter condition on an attribute are the element prompts for the Select Filter setup on an Attribute. That type of prompt has the attribute preselected with a list of values for selection. With this type of prompting, you select the values you wish to include or omit from the list. As noted above, the value prompt from a Qualify Filter on an attribute only provides a blank entry field for you to specify the value without a list to select from.
	Specify the Comparison Operator or define as a Prompt The list of available operators will be determined by the Type of condition and the Form of the attribute. For a Qualify condition, the operators compare the loan record value to against the value defined for the condition. Refer to the Comparison Operators section for a list and description of the operators. If you wish the attribute selection and value to be prompted, click the Prompt icon button. The condition setup will close and the condition will be displayed with the text "Qualification on.." with the name of the attribute. When you run a report with a prompted filter element, a prompt will be displayed to select the values for the filter.
	Specify the value(s) for the condition Enter the value you wish to use as a comparison against the source data. If the comparison operator allows for multiple values, separate each value with a The value(s) specified are combined with the Comparison Operator to determine if an individual data record is included in the output. If you wish the just the filtering value to be prompted, click the Prompt icon button to the right of the value. The condition will prompt you for a value each time the report is executed.
	Once your condition is fully defined click the Apply button to update the condition for the filter. The Cancel button allows you to cancel the condition and clear it from the Filter panel. Note: Depending on where you have accessed the filtering option, the Apply button may appear as a Check icon button and the Cancel button may appear as an X icon button.
	The Filter panel displays the new condition. As you add additional conditions, the join operator is automatically populated with AND. You may change the relationship of the conditions by selecting a new join operator. Refer to the Join Operators section for more information on the operators and how conditions are joined.
	If you have specified the prompt option for the Qualify selection, the condition will display the text "Qualification on..." with the name of the attribute used for the condition (in this case State). With this type of prompted condition, you specify the comparison operator and the value.
	If you have specified the prompt option for the Value selection, the condition will display the text "Equals CBSA Code Value" and you will be prompted for a value each time the report is requested. With this type of prompted condition, you specify the value.
	Repeat steps 1 through 6 for each filter condition you wish to add.

Qualify Filter Condition Setup on Metric Back to Previous

	Move the attribute/metric to the Filter panel You may move an attribute or metric to the Filter panel by either drag and drop or right-click popup menu. The State attribute will be used for this example. Note: Metrics are only allowed to be used in Qualify Filter conditions so there is no parameter for the Type of condition.	Note: The prompting of the comparison opeartor for this type of filter condition is not very intuitive and is not recommended. Prompting for the value is more intuitive. The best implementation of the prompts for a Qualify filter condition on a metric is the value prompt. That type of prompt has the metric preselected with an entry field to specify the comparison value.
	Specify the Comparison Operator or define as a Prompt The list of available operators will be determined by the Type of condition and the Form of the attribute. For a Qualify condition, the operators compare the loan record value to against the value defined for the condition. Refer to the Comparison Operators section for a list and description of the operators. If you wish the filter condition to be a prompted, click the Prompt icon button. The condition setup will close and the condition will be displayed with the text "Qualification on.." with the name of the attribute. When you run a report with a prompted filter element, a prompt will be displayed to select the values for the filter.
	Specify the value(s) for the condition This is a free format entry field. The metric value(s) specified are combined with the Comparison Operator to determine if an individual data record is included in the output. Note: When entering values for percentages, enter the value as a decimal (e.g., in the example the comparison value is 6% for 1 Month HPI Change and is entered as 0.06 rather than 6%). If you wish the just the filtering value to be prompted, click the Prompt icon button to the right of the value. The condition will prompt you for a value each time the report is executed.
	Apply button to update the condition for the filter. The Cancel button allows you to cancel the condition and clear it from the Filter panel. Note: Depending on where you have accessed the filtering option, the Apply button may appear as a Check icon button and the Cancel button may appear as an X icon button.
	The Filter panel displays the new condition. As you add additional conditions, the join operator is automatically populated with AND. You may change the relationship of the conditions by selecting a new join operator. Refer to the Join Operators section for more information on the operators and how conditions are joined.
	If you have selected the prompt option for the comparison operator, the condition will display the text "Qualification on..." with the name of the metric used for the condition (in this case State). For this, you specify the comparison operator and the value for the filter condition.
	If you have selected the prompt option for the value, the condition will display the text "[metric name] Value" where the value would normally be displayed. For this, you specify the value only for the filter condition.
	Repeat steps 1 through 5 for each filter condition you wish to add.

Select Filter Condition Setup Back to Previous

To define a Select filter condition for an attribute, follow the steps below:

	Move the attribute to the Filter panel You may move an attribute to the Filter panel by either drag and drop or right-click popup menu. The right click menu includes an option to Add to Filter. The State attribute will be used for this example.
	Specify the Type of condition For this example, the Select option will be used for the State attribute. Note: When the Type of condition is Select, the attribute form field is not enabled for selection as the application determines the form to display the valid codes.
	Specify the Comparison Operator or define as a Prompt The list of available operators will be determined by the Type of condition and the Form of the attribute. For a Select condition, the operators specify if the selected values are included (i.e., In List) or excluded (i.e.., Not In List). Refer to the Comparison Operators section for a list and description of the operators. If you wish the list of elements for the selected attribute to be a prompted, click the Prompt icon button. The condition setup will close and the condition will be displayed with the text "Elements of.." with the name of the attribute. When you run a report with a prompted filter element, a prompt will be displayed to select the values of the attribute that you wish to use for the filter.
	Specify the value(s) for the condition On the Select type condition, the values for the coded field are presented in the Available list box. The Description form for the selected attribute is used (the internal filter processing will actually use the ID in the background). Move the values you wish to include (when operator is In List) or omit (when the operator is Not In List) in the output from the Available to the Selected list box. The standard Windows CTL and click or click, SHIFT and click processing will allow you to select multiple values to be moved. You may freely move values between the Available and Selected list boxes. The values selected are combined with the Comparison Operator to determine if an individual loan record is included in the output.
	Once your condition is fully defined click the Check icon to update the condition for the filter. The X icon allows you to cancel the condition and clear it from the Filter panel.
	The Filter panel displays the new condition. As you add additional conditions, the join operator is automatically populated with AND. You may change the relationship of the conditions by selecting a new join operator. Refer to the Join Operators section for more information on the operators and how conditions are joined..
	If the filter condition was prompted rather than having the values selected, the condition will display the text "Elements of..." with the name of the attribute used for the condition (in this case State). With this type of prompt, you select from a list of values.
	Repeat steps 1 through 6 for each filter condition you wish to add.

Comparison Operators for Filter Conditions Back to Previous

There are three types of filter conditions as follows:

· Metric Qualify Filter condition - you define a value to compare to the value of the metric

· Attribute Qualify Filter condition - you define a value to compare to the ID or Description form of the attribute

· Attribute Selection Filter condition - you define a set of values from a selection list to compare to the attribute

Operators available for selection when defining a SELECT filter condition:

Operator	Enter	Attributes	Metrics
In List	Select from a list of values	Yes	Yes
Not In List	Select from a list of values	Yes	Yes

Operators available for selection when defining a QUALIFY filter condition:

Operator	Enter	Attributes	Metrics
Equal To	Value	Yes	Yes
Not Equal To	Value	Yes	Yes
Greater Than	Value	Yes	Yes
Greater Than or Equal To	Value	Yes	Yes
Less Than	Value	Yes	Yes
Less Than or Equal To	Value	Yes	Yes
Between	Start and End Values	Yes	Yes
Not Between	Start and End Values	Yes	Yes
Contains	Value	Yes	No
Does not Contain	Value	Yes	No
Begins With	Value	Yes	No
Does Not Begin With	Value	Yes	No
Ends With	Value	Yes	No
Does Not End With	Value	Yes	No
Like	Value	Yes	No
Not Like	Value	Yes	No
Is NULL	(Not Applicable)	Yes	Yes
Is Not NULL	(Not Applicable)	Yes	Yes
In	List of Values	Yes	Yes
Not In	List of Values	Yes	Yes
Highest	Number	No	Yes
Lowest	Number	No	Yes
Highest %	Number	No	Yes
Lowest %	Number	No	Yes

Joining Filter Conditions Back to Previous

A filter condition may be comprised of one line item (e.g., Data Period equal to 271), multiple line items which form a "compound" filter condition, or a set of conditions saved in a standalone filter object that is then added to the report.

A standalone filter object has predefined conditions saved outside of the report setup and available to add to any report or view filter setup. The most commonly used predefined filter is the Most Recent Data Period defined within REAS. This filter object contains the period ID for the most recent period of data; the period number is updated by the System Administrator whenever new data is posted to REAS. Once you add the Most Recent Data Period filter to a report, it will automatically return records for the period number defined for this filter. You may configure your own predefined filter object for those filter conditions you regularly apply to your custom reports (e.g., if you do analysis on specific states every month, you can define a filter object to identify the list of states you always include on reports).

The join operators and the indention of the conditions are used to determine the type of application and the grouping of conditions. The following join operators are available for selection:

Operator	Application
AND	Match both conditions
OR	Match either condition
AND NOT	Match the first condition but not the second condition
OR NOT	Match only one of the first and second conditions

Compound filters are multiple conditions that are combined to form a filter that is evaluated as one entity. You can join conditions based on the operator between conditions (AND, OR, AND NOT, OR NOT) and indenting conditions to a lower level of application. An example of conditions illustrates how they are applied.

Note: The following example is for demonstration purposes only and was created in Vector Securities and may not reflect the data elements available in the web-based CoreLogic application you are currently accessing.

In this example, there are three filter conditions; the third condition is a "compound" filter condition that has multiple conditions joined to act as one condition. With the AND operator linking the first two conditions and the third compound condition, each of the three conditions must evaluate to TRUE for a loan record to be included in the output. The report results would provide the following data:

Report Filter Condition Evaluation
	Data must be equal to the Most Recent Data Period (currently Period 258)
	State for the loan must be either AZ, CA, NV, OR or WA
	The loan must be EITHER An active loan (Active Loan Indicator = "Y") OR An inactive loan (Active Loan Indicator = "N") AND Have a Payoff Period equal to Period 258 (Most Recent Data Period)

Predefined Filters Back to Previous

REAS provides a set of predefined filters that may be used for report filtering (these are not available for selection when defining a view filter). There are data period filters that automatically advance the data period being returned based on the most recent data period available for reporting.

In addition to the set of filters provided in REAS, you may also create your own predefined filters for commonly used conditions that are applied to your custom reports. While most typical filters contain a single condition, there is no limit to the conditions you may add to a predefined filter. By creating a standalone filter, you can eliminate entering the same conditions into custom reports and also globally change a filter for a number of reports at one time. When you modify the conditions in the predefined filter, any reports that use that filter will automatically be updated with the new conditions and the next time the report is run will return results based on the current setup. This eliminates the need to access and change each individual report.

These filters may be added to the Report Filter when creating a new, or editing an existing report. The following are some examples of the predefined filters provided in REAS related to data periods:

Predefined Filters
Most Recent Data Period	Returns the data based on the most recent period updated to REAS.
Most Recent 6 Data Periods	Returns data based on the most recent 6 data periods updated to REAS.

To define your own filter object, follow the steps below:

	Access Design Mode (either from Create Report or from a current report) This is typically used to create a full report, but once you define the filter conditions, you may save just the filter conditions to a standalone filter object.
	Define the filter conditions Add as many conditions as needed for the predefined filter. When adding more than one condition, make sure your join operator accurately links the conditions. Refer to the steps to define a Qualify Filter on an Attribute, Qualify Filter on a Metric or Select filter on an Attribute condition. Refer to the Join Operators for more information on how to join multiple conditions. For this example, the filter will limit records to the Most Recent Data Period and e Single Family Detached tier.
	Select the Save option Once you have defined all conditions relevant for your standalone filter object, select the Save As option to access the Save dialog.
	Select the Filter tab from the Save dialog If this filter was defined via the Create Report option, you can still save it as a filter, but you must select the Filter tab. By selecting the Filter tab, the save operation will only save the filter conditions and any grid/graph layout is ignored on the save. If this filter was defined from the Create Filter option, the Save dialog will not have any tabs as it is based on the page you were accessing when the Save button was clicked.
	Select the Folder location to save the new filter You may select the folder from the drop down list of available folders and create a new subfolder if needed. If this filter is to be shared with all members of your user group, save the filter in your company shared folder in Shared Reports. If this filter is for your use only, save the filter in My Reports of a subfolder within My Reports.
	Enter the Name and Description for the new filter It is recommended that you add a description that identifies the conditions of the filter. Once complete, click the OK button to save the new filter in the specified location.

	Repeat steps 1 through 6 for each predefined filter you wish to define.
	To use the predefined (standalone) filter on reports, access the folder location of the filter in the Object Browser and move the filter into the Report Filter panel.