The use of pre-defined filters is especially useful in instances where:
- A common set of filters are used by report writers – such as location, or business unit; or
- If there are particularly complex filters that can be built ahead of time and are commonly used.
Create New Filter
- Click on the Create button and select the Calculated Filter option.
- Calculated Filters are built using a similar builder to a Calculated Field. You will now need to complete the following:
- Name: provide a name for the filter field, to be used in the view and report builder.
- Field Folder: select the folder you wish to place the filter into in the view.
- 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.
- Click Save to complete your filter and include it into your field list.
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:
Equal to a single alphanumeric or string value
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 a single alphanumeric or string value
Less than or equal to
Less than or equal to a single alphanumeric or string value
Not equal to or different from a single alphanumeric or string value
Between variable 1 and variable 2 these will need to be legitimate parameters such as date, age etc.
Not between variable 1 and variable 2 these will need to be legitimate parameters such as date, age etc.
One or more alphanumeric or string values
Not In List
Two or more alphanumeric or string values
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
Records that contain the same letter or letters.
String starts with letter or letters
String end with letter or letters