Correct, this would be also my general approach. Unfortunately, the specific use case requires more flexible boundaries on not always the same line items. This seems a bit tricky with the given features.
If you have a large number of filtering criteria I would still use a module to manage how these all interact.
It would be far more efficient and effective this way rather than setting up directly in the UX.
You could even publish the selection to the insight pane to enable dynamic filtering so an end user could select what they would like to view. You can not enable this functionality when setting up within the worksheet itself.
Chris Heathcote Bedford Consulting
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I fully agree with you, that's certainly how it should be done. Yet, this is not feasible for this specific use case.
The filter needs to be user based and work on all dimensions & line items of the reporting module.
The only way to make it user based is by including the user list into the filter logic. Making it also work on all dimensions and line items, requires at least one boolean based line item that includes everything, resulting in a module that is very heavy on the workspace size. In addition you will need modules that include the user settings and the filter logic.
All together, that's a lot of technical effort and cost required to re-create a simple filter that was no problem in Classic UX and certainly works in Excel..
Agree that the AND/OR functionality should be made available in the UX, it's sorely missing. We shouldn't need to jump through hoops to recreate what was present before.
The current filtering doesn't properly reflect where the filter is placed either. I placed a filter on FY20 & FY21 where Is Not Equal to 0 and it's referenced as a Line Item filter. No indication that it becomes an AND filter, quite misleading.