Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Working with Drafts
  8. Participating in Review Processes
  9. Importing Data
  10. Resolving Duplicates
  11. Investigating Data Changes
  12. Investigating Hierarchies and Relationships
  13. Viewing the Relationship Graph

Defining a Filter

Defining a Filter

Use the
Filters
panel below the canvas to select filter options to apply to the canvas.
To enable a filter option, select the option check box. To disable a filter option, clear the check box. Filter options are cumulative. You can select as many or as few as you need to clarify the relationships on the canvas. In logical terms, filters are joined by the AND operator.
  1. In the
    Hierarchy
    view, click the
    Filters
    tab that is located below the canvas.
    The
    Filters
    panel opens.
  2. In the
    Hierarchies
    section, select the check boxes for one or more types of business entities.
    The filter affects all selected types of business entities.
  3. Click the name of a business entity.
    The relationship filter options for the selected business entity appear to the right.
  4. Optionally, change the relationship filter options for the record.
  5. Optionally, click
    General
    and change the general filter options:
    Option
    Description
    Hide unconnected entities
    Hides records with no relationship to the selected record.
    Show pending relationships
    Shows relationships that are currently under review.
  6. Optionally, click
    Relationship Directions
    and change the directional filter options:
    Option
    Description
    Show Parents
    Shows the parents of the selected record.
    Show Children
    Shows the child records of the selected record.
    Show Unknown
    Shows records where the relationship between the records is unknown.
    Show Undirected
    Shows related records where the type of relationship is not specified.
    Show Bidirectional
    Shows related records where the direction of the relationship goes both ways.
  7. Click
    Apply
    .
    The application applies the selected filter options to the canvas.