Filter

Filters are used to create subsets of the records you are working with.

When creating filters, there are two screens you will be working with:

The main filter screen includes:

The filter definition screen includes the criteria for creating filters, including:

In this topic, you will learn about:

Adding Simple Filters

To add a simple filter:

  1. Select the field you want to filter on from the Available Columns list.
  2. Select Add Filter.
  3. Enter the filter value in the Simple Filter dialog box.
  4. Select OK to create the filter.
  5. Select OK from the filter dialog to apply the filter and return to your view.

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Adding Advanced Filters

To add an advanced filter that uses more filter criteria:

  1. Select the field you want to filter on from the Available Columns list.
  2. Select Add Filter.
  3. Select Advanced >>.
  4. Select and enter the filter properties you want, including:

If you want to enter a list of values to define the filter:

  1. Select Use List
  2. Select the values from the list.
  3. Select Add to list > or enter the value and select Add to List.

To use a range of values to define your filter:

  1. Select Use Range.
  2. Enter your start value.
  3. Enter your end value.

Select AND with if you want to filter on both filters specified in the list.

Select OR with is you want to filter on one filter or the other filter, but not both.

Select Match Case if you want to match the filter value exactly as specified.

Select Match Complete String if you want to match only the whole value and not partial values.

Select Match Not Equal To if you want to match everything that is not equal to the values you specified for the filters.

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Modifying Filters

To modify an existing filter:

  1. Select the filter from the filter criteria list.
  2. Select Modify.
  3. Make the changes you want using the Filter Definition dialog.
  4. Select OK to save the changes.
  5. Select OK from the Filter dialog to save the filter.

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Removing Filters

To remove a filter:

  1. Select the filter from the filter criteria list.
  2. Select Remove.
  3. Select OK to save your changes.

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Filter Tips

Here are some tips to remember when working with filters:

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