Articles on: Business Intelligence

Adding a Model and Filter to an Existing BI Dataset

  • To add a model to an existing report, right-click on the model you want to act as the parent model and choose from the list of related models available. Then “Save & Close”, and your new model will appear nested beneath its parent model.

  • To add a filter from this model, right-click the model and choose a column from its list that you want to filter by. “Save & Close”, and that column will appear in the column list of your master report.

  • If you want to use this column as a filter, rather than as a column in a view, you will simply keep the column in the master report’s column list, and not add it to the view’s column list. In the master report’s column list, double-click on the column, and make sure the “Filter” button is checked. This column will appear in the filters list of your views.

Updated on: 02/04/2026

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