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Overview

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Pre-defined filters can be created to assist users with adding filters or conditions to their reports that ensure the data they require is easy to extract.
The use of pre-defined filters is especially useful in instances where:

  1. A common set of filters are used by report writers – such as location, or business unit; or
  2. If there are particularly complex filters that can be built ahead of time and are commonly used.

 

Create New Filter

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  1. Click on the Create button and select the Calculated Filter option.


  2. Calculated Filters are built using a similar builder to a Calculated Field. You will now need to complete the following:
    1. Name: provide a name for the filter field, to be used in the view and report builder.
    2. Field Folder: select the folder you wish to place the filter into in the view.
    3. Filter Formula: select the field you wish to filter and then use the operator, brackets, and or function buttons and text field to build your filter.


  3. Click Save to complete your filter and include it into your field list. 

 

Filter Operators

When defining a filter initially set the operator drop down to the desired value. The options within the drop down will vary based upon the type of field that the filter is to be applied to.

Possible values for the operator include:

Operator

Description

Equal to

Equal to a single alphanumeric or string value

Greater than

Greater than a single alphanumeric or string value

Greater than or equal to

Greater than or equal to a single alphanumeric or string value

Less than

Less than a single alphanumeric or string value

Less than or equal to

Less than or equal to a single alphanumeric or string value

Different from

Not equal to or different from a single alphanumeric or string value

Between

Between variable 1 and variable 2 these will need to be legitimate parameters such as date, age etc.

Not Between

Not between variable 1 and variable 2 these will need to be legitimate parameters such as date, age etc.

In List

One or more alphanumeric or string values

Not In List

Two or more alphanumeric or string values

Is Null

Record contains no value for selected attribute. No Parameter can be set

Is Not Null

Record contains a value for selected attribute. No Parameter can be set

Like

Records that contain the same letter or letters.

Starts With

String starts with letter or letters

Ends With

String end with letter or letters

 

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