Filters

This Article explains all standard filters available when creating a report.

Updated over a week ago

Sometimes you may only want to see a portion of the rows in a data category, rather than its entirety. Filters allow you to narrow the scope of your reports by restricting the amount of data by specified criteria.

For example, imagine a category containing a row for every single sale your company has ever made. You can use a filter to limit the report to only sales from the past month. This also has the benefit of speeding up your reports.

There are three types of filters available in the Filters window:

  • Standard

  • Group Min/Max

  • Top/Bottom

This article covers Standard Filters, refer to the respective articles for Group Min/Max and Top/Bottom filters.

Click on the below links for details:


Standard Filters

Standard filters limit data by only showing rows where the values for a field meet a certain condition.


Adding Standard Filters

In the Filters window, add Data Fields to filter.

For each data field, select a condition. When the report is run, the field value for each row is checked against the condition for that field. Only the rows where the field satisfies the condition will show on the report.

To create a filter condition:

  1. Select an operator from one of the following options. This is the condition used to match the data values to your specified filter value or values. Some operators are only available for some data types.

    The following table describes the filter operators and their applicable data types:

Condition

Type

Filter Values

Matching Values

Not-Matching Values

Equal To (=)

Any

July 4, 2016

July 4, 2016
July 4, 2016 12:00 AM

July 4
July 4, 2016 2:00 PM

Not Equal To (!=)

Any

July 4, 2015

July 4
July 4, 2016 2:00 PM

July 4, 2016
July 4, 2016 12:00 AM

Less Than (<)

Number, Date/Time

July 4, 2016

July 3, 2016

July 5, 2016

Less Than or Equal To (<=)

Number, Date/Time

July 4, 2016

July 3, 2016
July 4, 2016

July 5, 2016

Greater Than (>)

Number, Date/Time

July 4, 2016

July 5, 2016
July 4, 2016 5:00 PM

July 3, 2016

Greater Than or Equal To (>=)

Number, Date/Time

July 4, 2016

July 4, 2016
July 5, 2016
July 4, 2016 5:00 PM

July 3, 2016

Starts With

Text, Number

203

2035550224

8458081120

Not Starts With

Text, Number

203

8458081120

2035550224

Ends With

Text, Number

224

2035550224

7188044606

Does Not End With

Text, Number

224

7188044606

2035550224

Contains

Text, Number

555

2035550224

2038081120

Does Not Contain

Text, Number

555

2038081120

2035550224

Is Between

Any

1, 4

1, 1.5, 3, 4

0.999, 5

Is Not Between

Any

1, 4

0.999, 5

1, 1.5, 3, 4

Is One Of

Any

1, 2, 3, 4

1, 2, 3, 4

1.1, 9

Is Not One Of

Any

1, 2, 3, 4

1.1, 9

1, 2, 3, 4

Enter a filter value or values, or select them from the list of existing values. Type into the filter field to search for data values to filter.


Click the Settings icon to select whether to search for values that either Start With or Contain the typed text.
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  1. Optional: If you have multiple filters, you can choose how they should be grouped. See Grouping Filters Together for more information.

  2. Optional: If you want the report to prompt the user to enter a filter value when the report is run, check the Prompt For Value checkbox.


Prompting for Values

If you want to let users select their own filter values when they run the report, you can set filters to Prompt For Value. In the Report Options, you can choose whether to let users change the operators and delete filters.

You do not need to enter a value for prompting filters. But if you do, it is entered as the default value for the filter in the prompt dialog.
​



Formula Filters

Formulas may be used in the filter data field, allowing for much more powerful filter statements.

Previously filter statements would be limited to statements containing one Data Object. Consider the following example using data categories from the sample Northwind data set, which compares the OrderDate against a single date.

{Orders.OrderDate} > 01/01/2015

Now, Data Objects may be used in a formula when doing a filter operation. For example, calculating the revenue of an order line item by multiplying {OrderDetails.Quanity} by {OrderDetails.UnitPrice} and then applying a filter to select only those line items whose revenue is greater than $300.

{OrderDetails.Quantity}*{OrderDetails.UnitPrice} > 300


Advanced Report Designer

In the Advanced Report Designer, formula filters are available in the Filters tab. #

Clicking the Add Formula button in the lower left will open a Formula Editor window, which will allow for the creation of a formula to use within the filter.

Tip: Refer to Formulas section for details about creating and editing formulas and using the Formula Editor.


ExpressView

In the ExpressView Designer, adding a formula filter requires that the formula exist as a column on the ExpressView.

Important: Any objects needed for a formula in an ExpressView must also exist as their own column on the report as well.

Once the formula is created as a column, select the Filters pane and drag the formula column over to the Filters pane to begin creating a filter on the formula. For more information about building formulas in an ExpressView, see the article on Formulas in ExpressViews.


Grouping Filters Together

When a data row is checked against the report filters, the values for each of its data fields are checked against all of the filters for the data fields. By default, it must satisfy every filter condition to show on the report. The combined statement used to filter the data rows is shown in the Summary field.

You can specify that a data row needs only to satisfy one filter, or a selection of filters, to show on the report.

To specify that a data row needs to satisfy any one of several filters:

  1. On the Filters page, drag the filter rows next to each other.

  2. Select the first filter.

  3. Select OR With Next Filter.
    You should notice that in the Summary field, the And between this filter and the next has changed to Or.

  4. Repeat steps 2-3 for every filter except the last.

You can group filters together, to specify that a data row can match either one group of filters, or another group of filters, to show on the report.

To specify that a data row needs to satisfy any one of several groups of filters:

  1. On the Filters page, drag the filter rows such that the filters are nearest to their group mates.

  2. Select the first filter in the first group.

  3. Select Group With Next Filter.
    You should notice that in the Summary field, there are now parentheses around this filter and the next.

  4. Repeat steps 2-3 for every filter except the last in the first group.

  5. Select the last filter in the first group.

  6. Select OR With Next Filter.
    ​

    You should notice that in the Summary field, the And between this filter and the next has changed to Or.

  7. Repeat steps 2-6 for every group of filters. Skip step 6 for the last filter in the last group.


Nesting Filter Groups

Filter groups can be nested arbitrarily. This allows for more detailed control over grouping. The Summary field shows the actual statement used to filter the data. You can make arbitrary groupings by inserting parentheses manually at locations in the statement. Use the following keyboard shortcuts:

  • Ctrl + [ to add an opening parenthesis before the selected filter

  • Ctrl + ] to add a closing parenthesis after the selected filter

  • Ctrl + Shift + [ to remove an opening parenthesis from before the selected filter

  • Ctrl + Shift + ] to remove a closing parenthesis from after the selected filter



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