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:

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

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:

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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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.
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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

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.

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.

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:

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:

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: