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Oracle® Argus Insight BusinessObjects Administrator's Guide
Release 7.0.1

E28483-01
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4 Using Filters to Create Queries

Filters let you create queries by specifying multiple values or a range of values (in numeric or date fields) for each field in a set of fields displayed on a single page. Therefore, you may choose filters in situations when your querying criteria is based on multiple values or a range of values in fields.

This chapter, which describes how to work with filters, includes the following topics:

In addition to filters, Argus Insight provides the following query tools:

About Filters

Argus Insight provides five predefined filters. Each predefined filter comprises of a set of specific data mart fields called filter elements. Table 4-1 lists the five predefined filters and the elements associated with them.

Note:

The field labels for each filter are displayed as per the field labels configured in Argus Safety.

Table 4-1 Argus Insight Predefined Filters and Elements

Predefined Filter Associated Filter Elements (Fields)

Compliance


Advanced Conditions
Case Initial Receipt Date
Country of Incidence
Family Name
Product
Related to Study Conduct? (As Reported)
Report Form
Reporting Group

Case Followup Receipt Date
Case Report Type
Event Listedness/Lic Country
Owned by Site
Project/Study/Center
Report Agency
Report Submission Date

Configuration


Advanced Conditions
Product

Country of Incidence
Project/Study/Center

Management


Advanced Conditions
Case Followup Receipt Date
Case Report Type
Case Status
Has Followup
Product
Workflow Group

Case Delayed/Open
Case Initial Receipt Date
Case Seriousness
Country of Incidence
Owned by Site
Reports Pending

Pharmacovigilance


Advanced Conditions
BMI
Case Comment
Case Initial Receipt Date
Case Outcome
Company Comment
Dosage Regimen Route of Administration
Drug Duration of Administration
Event Diagnosis Flag
Event Term
Onset Latency (minutes)
Patient Age (In Years)
Patient Ethnicity
Patient Relevant Tests
Product Type
Rechallenge/Dechallenge
Reporter Type/HCP
Time to Onset from First Dose

ATC Code
Case Abbreviated Narrative
Case Followup Receipt Date
Case Narrative
Case Seriousness
Country of Incidence
Dose
Evaluation in Light of Similar Events
Event Seriousness
Local Evaluator Comment
Outcome of Event
Patient Age Group
Patient Gender/Pregnancy
Product
Project/Study/Center
Relevant History Condition
Study Blinding Status
Time to Onset from Last Dose

Workflow


Advanced Conditions
Case Followup Receipt Date
Case Report Type
Case Status
Event Term
Has Followup
Product
Workflow Group

Case Delayed/Open
Case Initial Receipt Date
Case Seriousness
Event Listedness/Lic Country
Family Name
Owned by Site
Project/Study

Argus Insight also lets you define custom filters by letting you select a set of elements (data mart fields) and saving the selection as your own filter.

To create a filter using queries, select a predefined or custom filter and specify values (multiple or range) in the desired filter elements associated with the filter. You can then execute this query (value set) to generate a case series.

The set of values you specify in the elements associated with a filter is called a value set. For example, a particular filter may have this value set:

Filter Element Values Specified
Country of Incidence United States and Germany
Product Name CureAll Injection and CureAll Capsule
Coded Event Description Injection site rash and aggravated nausea
Seriousness Criteria Hospitalized and intervention required
Patient Age 25 to 65 years

Note that ranges can only be specified for fields that have numeric values.


Argus Insight lets you save value sets. Therefore, each filter can have multiple value sets. The advantage of saving value sets is that this enables you to execute a value set later without having to select a filter and then entering values in the associated elements.

Using Predefined Filters

This section describes the following tasks:

Selecting a Predefined Filter

To select a predefined filter:

  1. Navigate to Create Query, Filters, and select New Value Set. The Select Filter for New Value Set dialog box opens:

    Surrounding text describes filter.gif.

    Note:

    The Select Filter for New Value Set dialog box displays a list of all the predefined as well as custom filters and their associated elements. Use the scroll bar to view all the filters in the list.
  2. Select one of the predefined filters (Compliance, Configuration, Management, Pharmacovigilance, or Workflow) depending on your reporting needs. If custom filters are saved to the system, you can select a custom filter instead.

  3. Click OK. The FILTER VALUE SET page opens.

    Surrounding text describes fvs.gif.

    Note:

    In the FILTER VALUE SET page, all the elements associated with the filter are organized in sections. You need to scroll the page to view all the sections. All the predefined value sets contain the Advanced Condition section. You can use the options in this section to select an existing advanced condition and integrate your value set with it. See "Integrating a Value Set with an Advanced Condition" for details. To convert the entire value set to an advanced condition, see "Converting a Value Set to an Advanced Condition" for details.

Creating a Value Set for the Predefined Filter

To create a value set for the predefined filter:

  1. Specify values for the filter elements in the various sections. Depending on the filter you selected, the FILTER VALUE SET page may contain these sections:

    Sections in the New FILTER VALUE SET Page Associated Elements (Fields)
    Case Information
    Case Followup Receipt Date
    Case Report Type
    Family Name
    Product

    Case Initial Receipt Date
    Event Listedness/Lic Country
    Owned by Site
    Project/Study
    Patient Information
    BMI
    Patient Age (In Years)
    Patient Ethnicity

    Patient Age Group
    Patient Gender/Pregnancy
    Product Information
    ATC Code
    Product
    Regimen Daily Dose
    Total Regimen Dosage

    Drug Primary Indication Code
    Rechallenge/Dechallenge
    Total Drug Dosage
    Event Information
    Event Seriousness
    Event Listedness/Lic Country
    Outcome of Event

    Event Term
    Onset Latency (minutes)
    Related to Study Conduct? (As Reported)
    Workflow Information
    Case Delayed/Open
    Has Followup

    Case Status
    Workflow Group
    Miscellaneous Information
    Lab Results

    Lab Test/Assessment
    Report Information
    Report Agency
    Report Submission Date
    Reporting Group

    Report Form
    Reports Pending

    Note:

    To access the MedDRA Browser from the Pharmacovigilance or Workflow filters, navigate to Create Query, Filters, and select New Value Set. The MedDRA Browser for the Pharmacovigilance and Workflow filters support the following options specific to filters:
    • All hierarchy option — Use this option to enable a query search based on all/selected hierarchical terms in MedDRA. The search output captured depends on the check boxes selected in the MedDRA Browser window.

    • Term only option — Use this option to select multiple terms within a specific AE term. Click on the term(s) you want to include in your search criteria. These terms are highlighted in yellow. The output based on the term(s) selected in the MedDRA Browser is populated in the relevant section of the filter.

  2. Examine the value set results.

  3. Click Execute. While the system searches for matching cases, the following dialog box is displayed:

    Surrounding text describes exec.gif.

    Tip:

    To cancel the query execution at this point and return to the FILTER VALUE SET page, click Cancel Query.

    If the system finds cases that match the query criteria, the ACTIVE CASE SERIES page displays the list of cases.

  4. Examine the case series. If the case series is too large, you may want to modify the value set to narrow down the case series. Alternatively, if you find the case series to be appropriate, you can save the value set to the system.

  5. Click View Query in the ACTIVE CASE SERIES page to return to the FILTER VALUE SET page.

    Surrounding text describes fvs.gif.

    Note:

    When you save the modifications to a value set or execute a value set, the system assigns the active status to the value set. Therefore, when you return to the VALUE SET page, the Active Query Name label displays the name of the filter.
  6. If required, modify the value set and examine the results again or proceed to save the value set.

  7. Save the value set to the system.

  8. Type a description of the value set in the Description field. For example, you can describe the type of cases the value set retrieves.

  9. Click Save Values. The Save Value Set dialog box opens.

    Surrounding text describes save.gif.

  10. Type the name of the value set in the Name field.

  11. Click OK to close the dialog box and refresh the FILTER VALUE SET page. Note that:

    • The Name label displays the name of the value set you specified.

    • The Save Values As button and the Permissions button are now enabled.

    Note:

    The FILTER LIBRARY page displays all the value sets saved to the system. See "Working with Saved Filters and Value Sets" for more information.

    Tip:

    If you make modifications to the field values after you saved the value set to the system, click Save Values to save the changed field values. To save the value set by another name, click Save Values As. To clear all the field values in the FILTER VALUE SET page, click Clear.
  12. Click Permissions to assign group-level permissions on the saved value set. The system opens the Permissions dialog box and displays the names of all the groups (except the Administrator group) that the system administrator has created.

    Surrounding text describes perm_valueset.gif.
  13. Use the drop-down list next to a group name to assign permissions to the group members on the value set you have created. You can select from these options:

    Permission Description
    R/W/D/P Group members will be able to view, modify, delete, and assign permission on the value set.
    R/W/D Group members will be able to view, modify, and delete the Value Set.
    R/W Group members will be able to view and modify the value set.
    R Group members will be able to only view the value set.
    No Access (Default) No group members will be able to access the value set.

  14. Click OK. The system saves the permission settings.

    Note:

    The author of the value set always has the highest level of permission (R/W/D/P) on it. For example, suppose you belong to the Data Entry group and you assign the No Access permission level to the Data Entry group on a value set that you create. In this case, you will continue to have the highest level of permission on your value set; other members in your group cannot access your value set.

Executing a Value Set

To execute a value set, click Execute.

The system retrieves the cases that match the value set criteria and displays the list in the ACTIVE CASE SERIES page.

Surrounding text describes fvs1.gif.

After generating the case series, you can manually modify or save the series. See Chapter 7, "Working with Case Series" for more information.

Creating Custom Filters

This section includes the following topics:

Creating a Custom Filter

To create a custom filter:

  1. Navigate to Create Query, Filters, and select Library. The FILTER LIBRARY page opens. This page lists the predefined as well as custom filters and their value sets in a control tree format.

    Surrounding text describes filtlib.gif.

  2. Click New Filter. The FILTER ELEMENTS page opens.

    Surrounding text describes filtlib1.gif.

  3. From the Available Elements list, select an element you want to associate with the custom filter.

  4. Click the right arrow ( >) button to associate the selected element with the custom filter. The selected element appears in the Selected Elements list.

    Surrounding text describes filtlib2.gif.

    Tip:

    To add all the elements in Available Elements list to the Selected Elements list, click the >> button.

    To remove an element from the Selected Elements list, click the > button.

    To remove all the elements from the Selected Elements list, click >> the button.

  5. Save the filter.

  6. Use the Category drop-down list to assign a category to the custom filter. A category indicates the reporting aspect to which your filter pertains: Compliance, Configuration, General, Management, or Pharmacovigilance. Specifying the category also helps you in searching the relevant filters from a list of all the filters saved in the system.

  7. Type a description of the custom filter in the Description field.

  8. Click Save. The Save Filter dialog box opens.

    Surrounding text describes sav.gif.

  9. Enter a name for the custom filter.

  10. Click OK to save the custom filter and refresh the FILTER ELEMENTS page. Note that:

    • The Name label displays the name of the saved filter.

    • The Active Query Name label in the upper-right corner of the page now displays the name of the filter you specified.

    • The Save As button and the Permissions button are now enabled.

      Note:

      If you make modifications to the filter elements after you saved the filter to the system, click Save to save the changes. To save the filter by another name, click Save As.
  11. Click Permissions to assign group-level permissions on the filter. The system opens the Permissions dialog box and displays the names of all the groups (except the Administrator group) that the system administrator has created.

    Surrounding text describes perm_filter.gif.
  12. Use the drop-down list next to a group name to assign permissions to the group members on the filter you have created. You can select from these options:

    Permission Description
    R/W/D/P Group members will be able to view, modify, delete, and assign permission on the filter.
    R/W/D Group members will be able to view, modify, and delete the filter.
    R/W Group members will be able to view and modify the filter.
    R Group members will be able to only view the filter.
    No Access (Default) No group members will be able to access the filter.

    Note:

    The author of the filter always has the highest level of permission (R/W/D/P) on the filter. For example, suppose you belong to the Data Entry group and you assign the No Access permission level to the Data Entry group on a filter that you create. In this case, you will continue to have the highest level of permission on your filter; other members in your group cannot access the filter.
  13. Click OK. The system saves the permission settings.

Creating a Value Set for a Custom Filter

To create a value set for a custom filter:

  1. Click Continue in the FILTER ELEMENTS page. The FILTER VALUE SET page opens.

    Note:

    In the FILTER VALUE SET page, all the elements associated with the filter are organized in sections. You need to scroll the page to view all the sections. If you included the advanced condition element while creating your filter in Step 2, the FILTER VALUE SET page displays an additional Advanced Conditions section. You can use the options in this section to create an advanced condition and integrate your value set with it. See "Integrating a Value Set with an Advanced Condition" for details. To convert the entire value set to an advanced condition, see "Converting a Value Set to an Advanced Condition" for details.
  2. Specify values for the filter elements. See "Using Predefined Filters" for details.

  3. Examine the value set results.

  4. Click Execute. While the system searches for matching cases, the following dialog box is displayed.

    Surrounding text describes exec.gif.

    Note:

    To cancel the query execution at this point and return to the FILTER VALUE SET page, click Cancel Query.
  5. If the system does not find any cases that match the querying criteria, the following dialog box is displayed. Click OK in this dialog box to return to the Value Set form, modify the criteria, and execute the value set again.

    Surrounding text describes ncf.gif.

  6. If the system finds cases that match the query criteria, a list of such cases is displayed in the ACTIVE CASE SERIES page.

    Surrounding text describes acs.gif.

  7. Examine the case series. If the case series is too large, you may want to add additional elements to the filter or modify the value set. Alternatively, if you find the case series to be appropriate, you can save the value set to the system.

  8. Click View Query in the ACTIVE CASE SERIES page to return to the FILTER VALUE SET page.

    Surrounding text describes fvs3.gif.

  9. Modify the value set, if required, and examine the results again or proceed to save the value set.

  10. Save the value set to the system.

  11. Type a description of the value set in the Description field. For example, you can describe the type of cases the value set retrieves.

  12. Click Save Values. The Save Value Set dialog box opens.

    Surrounding text describes save.gif.

  13. Enter a name for the value set.

    Note:

    The name cannot contain following characters: % " ' ^ ~,;|#`
  14. Click OK. The FILTER VALUE SET page refreshes.

    Note that the Save Values As button and the Permissions button are now enabled.

    Surrounding text describes newsave.gif.

    Note:

    The FILTER LIBRARY page displays the custom as well as predefined filters and their value sets in a control tree format. From this page, you can select a value set and directly execute it. See "Working with Saved Filters and Value Sets" for more information. The saved filters also appear in the Select Filter for New Value Set dialog box from where you can select the desired filter, enter values in the NEW VALUE SET page and execute. See "Using Predefined Filters" for more information.

    Tip:

    If you make modifications to the field values after you saved the value set to the system, click Save Values to save the changed field values. To save the value set by another name, click Save Values As. To clear all the field values in the FILTER VALUE SET page, click Clear.
  15. Click Permissions to assign group-level permissions on the saved value set. The system opens the Permissions dialog box and displays the names of all the groups (except the Administrator group) that the system administrator has created.

    Surrounding text describes perm_valueset.gif.
  16. Use the drop-down list next to a group name to assign permissions to the group members on the value set you have created. You can select from these options:

    Permission Description
    R/W/D/P Group members will be able to view, modify, delete, and assign permission on the value set.
    R/W/D Group members will be able to view, modify, and delete the Value Set.
    R/W Group members will be able to view and modify the value set.
    R Group members will be able to only view the value set.
    No Access (Default) No group members will be able to access the value set.

    Note:

    The author of the value set always has the highest level of permission (R/W/D/P) on it. For example, suppose you belong to the Data Entry group and you assign the No Access permission level to the Data Entry group on a value set that you create. In this case, you will continue to have the highest level of permission on your value set; other members in your group cannot access your value set.
  17. Click OK. The system saves the permission settings.

  18. Click Execute. The system retrieves the cases that match the value set criteria and displays the list in the ACTIVE CASE SERIES page. After generating the case series, you can manually modify or save the series. See Chapter 7, "Working with Case Series" for more information.

Working with the Last Modified or Executed Value Set

The system assigns the active status to a value set when you save modifications to it or execute it. Unless you save the modifications to another value set or execute it, the last value set you modified or executed remains active. This is helpful in situations when you want to access a frequently used value set.

To view an active value set:

  1. Navigate to Create Query, Filters, and select Active. The FILTER VALUE SET page displays the value set you executed or modified last.

    Surrounding text describes newsave.gif.

  2. If the value set was saved to the system before executing, the name of the value set appears next to Name label. In addition, the name of the filter appears next to the Active Query Name label.

  3. However, if the value set was not saved to the system before executing, the text <Not Saved> is displayed next to the Name label.

  4. From the ACTIVE FILTER VALUE SET page, you can perform the following tasks:

    Task Description
    Modify the Active Value Set If required, you can modify the value set by changing the field values.

    While entering field values, if you want to remove all the values you entered, click Clear.

    Click Save Values to save the changed field values. This button is only available for a saved value set.

    Save the Active Value Set by another name Click Save Values As to save the active value set by a different name.

    The FILTER LIBRARY page displays all the value sets you saved to the system. See "Working with Saved Filters and Value Sets" for more information.

    Convert Active Value Set to Advanced Condition Click Convert to Advanced Condition to convert the active value set to an advanced condition. See "Converting a Value Set to an Advanced Condition" for more information.
    Assign Permissions on the Active Value Set Click Permissions to set the group-level access permissions.

    The Permissions button is only available for saved value sets.

    Change the Description of the Active Value Set You can change the description of the active value set by modifying the text displayed in the Description field.

    Click Save Values to store the changed description.

    Execute the Active Value Set Click Execute to generate a case series by using the active value set.

    Note:

    When the field values for an active value set are modified or the active value set is saved by a different name, the changes in the active value set reflect the most recent changes. The active value set also changes in case you modify the field values and execute the value set without saving the modifications.

Working with Saved Filters and Value Sets

The FILTER LIBRARY page lists all the predefined as well as saved custom filters and their value sets in a control tree format.

To access this page, navigate to Create Query, Filters, and select Library.

Surrounding text describes filtlib.gif.

To view the value sets associated with a filter, expand the control tree for a filter. The saved value sets are displayed below each filter.

The descriptions of the columns in the FILTER LIBRARY page follow.

Column Description
Name Displays the name of the filters and value sets.
Description Displays the description of the filters and value sets.
Last Modified Displays the date when the filters/value set was last modified.
User Full Name Displays the name of the user who created the filter/value set.
Category Displays the filter category.
Value Set Displays the number of value sets created for a filter.
Report The report icon indicates that a report is associated with a value set.

See "Associating a Report Group with a Value Set" for more information.


Searching Saved Filters and Value Sets

To search for a saved filter or value set:

  1. Specify the search criteria, as appropriate:

    • To search for a filter/value set by its name, type the filter/value set name in the Name text box.

    • To search for a filter/value set by its description, type the first few words of the description in the Description text box. The system searches for the specified search string in all filter/value set descriptions.

    • To search for a filter/value set by its date of modification, enter the modification date in the first Last Modified date field. You can specify a date range by typing the start and end dates in the first and second date fields, respectively.

    • To search a filter/value set by its author, select the author name from the User Full Name drop-down list.

    • To search for a filter by its category, select the category from the Category drop-down list.

  2. Click Search. Based on your search criteria, the system displays the search results in a list.

  3. To sort the search results list, click the sort icon next to the column headers in the list.

Creating a New Filter

Click New Filter in the FILTER LIBRARY page. See "Creating a Custom Filter" for details.

Creating a New Value Set

To create a new value set, navigate to Create Query, Filters, and select New Value Set.

Alternatively, click New Value Set on the FILTER LIBRARY page to create a new value set. You can create value sets for predefined as well as custom filters by using this method. See "Using Predefined Filters" for details.

Modifying a Filter or Value Set

To modify a filter or value set:

  1. Select the value set or the filter from the list in the FILTER LIBRARY page.

  2. Click Modify.

    • If you selected a filter, the FILTER ELEMENTS page opens.

    • If you selected a value set, the FILTER VALUE SET page opens.

  3. Make your modifications to the filter or value set, as appropriate.

  4. Click Save to save the modifications you made in the FILTER ELEMENTS page. If you modified a value set, click Save Values in the FILTER VALUE SET page to save the changes.

Deleting a Filter or Value Set

You can delete the value sets for predefined as well as custom filters. You can also delete custom filters. However, you cannot delete the predefined filters. When you delete a filter, all its associated value sets are also deleted.

To delete a value set or a custom filter:

  1. Navigate to the FILTER LIBRARY page.

  2. Select the value set or custom filter that you want to delete.

  3. Click Delete. The system prompts for confirmation that you want to delete the filter or value set.

  4. Click OK. The system deletes the selected filter/value set, and returns to the FILTER LIBRARY page.

Associating a Report Group with a Value Set

Report packaging is the concept of grouping reports together. You can define multiple reports that are always or often executed at the same time into a group. A set of reports run on a weekly or periodic basis can be scheduled and run as a package.

In Argus Insight, you can associate a report group and the report scheduling to a power query (QBE, Filter Value Set, and Advanced Conditions) or to a case series.

Argus Insight lets you associate the report group, schedule a time to generate the reports, and automatically send the completed reports through email to one or more users that you specify.

Associating a report group with a value set is helpful in situations when you need to generate the latest case series and run a report on it each time the data mart is refreshed. Instead of manually executing the value set to generate the latest case series and then running the report, you can use the report association functionality of Argus Insight to accomplish the task automatically.

For detailed procedures and more information about associating report groups, see "Scheduling and Associating Reports Against a Query or Case Series".

Note:

To be able to schedule reports, you must have an enterprise login configured in the Business Intelligence tool (either BusinessObjects or Cognos) you are using with Argus Insight.

Executing a Value Set

To execute a value set:

  1. Navigate to the FILTER LIBRARY page.

  2. Select a value set from the list.

  3. Click Execute. The system executes the value set, and then opens the ACTIVE CASE SERIES page.

    Surrounding text describes acs.gif.

  4. If a report is associated with the saved QBE, click Execute. The ACTIVE CASE SERIES page and PRE FILTER page of the associated report is displayed.

  5. Enter the prompts value in the PRE FILTER page.

  6. Click Execute to generate the report.

    After generating the case series, you can manually modify it or save it. See Chapter 7, "Working with Case Series" for more information.

Executing a Saved Value Set on the Active Case Series

Just as the system assigns the active status to a value set when you save modifications to it or execute it, the last saved or generated case series becomes the active case series.

You may want to run a value set on an active case series.

To narrow down the list of cases in the active case series:

  1. Generate the case series on which you want to run another value set:

    • You can generate the case series by using predefined filters or creating custom filters and executing a value set. This case series automatically becomes the active case series and remains so until you execute another query to generate a different case series.

    • Alternatively, if the case series on which you want to run another value set is already saved in the system, navigate to Query Results, Case Series, and select Case Series Library. When the CASE SERIES LIBRARY page opens, select the case series and click Make Active.

  2. Navigate to Create Query, Filters, and select Library. The FILTER LIBRARY page opens.

  3. Select the value set you want to run on the active case series you generated in Step 1.

  4. Select the Limit Query to Active Case Series check box.

  5. Click Execute. The system runs the selected value set on the active case series and displays the ACTIVE CASE SERIES page. Note that the case series you just generated becomes the active case series.

Using Filters with Advanced Conditions

Advanced conditions let you create complex queries that involve Boolean and set operations among various fields. To create advanced conditions, you use the Advanced Conditions Editor, which uses a spreadsheet-like approach for adding query conditions (fields and their values) and conditional operators (Boolean or set).

In Argus Insight, filters are integrated with advanced conditions to let you perform the following tasks:

Converting a Value Set to an Advanced Condition

You can use an existing filter value set to start to build an advanced condition that uses Boolean or set operations between elements that have multiple values. When you convert a value set to an advanced condition, all the fields in which you entered values are listed on the ACTIVE ADVANCED CONDITIONS EDITOR page as advanced condition attributes.

To convert a value set to an advanced condition:

  1. Create a new value set by either using predefined filters or creating custom filters. Alternatively, open a saved value set from the FILTER LIBRARY page (see "Working with Saved Filters and Value Sets").

  2. Verify the field values you specified in the various fields in the value set.

  3. Click Convert to Advanced Condition. The ACTIVE ADVANCED CONDITIONS EDITOR page opens.

    All the fields in which you specified values are listed as advanced condition attributes. The fields in which you selected multiple values are repeated.

    Surrounding text describes activeadv.gif.

  4. Build your query further by:

    • Adding additional attributes (fields) and specifying their values

    • Adding another advanced condition as an attribute

    • Placing runtime parameters in attributes

    • Placing parentheses to determine the query execution order

    • Specifying conditions for attributes values

    • Specifying Boolean and set operators to join the various attributes

See Chapter 5, "Using Advanced Conditions to Create Queries" for detailed information about using the Advanced Conditions Editor.

Integrating a Value Set with an Advanced Condition

You can integrate a value set with an existing advanced condition through these set operators:

  • INTERSECT

  • MINUS

  • UNION

If required, you can integrate your value set with multiple advanced conditions that can have Boolean or set operations between them.

Note:

Only those value sets that have the Advanced Condition element can be integrated with advanced conditions. All value sets that you create for predefined filters contain the Advanced Condition element. If you want to convert a custom filter value set to an advanced condition, make sure you select the Advanced Condition element when creating the custom filter.

To integrate a value set with existing advanced conditions:

  1. Create a new value set by either using predefined filters or creating custom filters. Alternatively, open a saved value set from the FILTER LIBRARY page (see "Working with Saved Filters and Value Sets"). If you create a custom value set, make sure you include the Advanced Condition element.

  2. Verify the field values you specified for the value set.

  3. Scroll to the Advanced Condition section on the FILTER VALUE SET page.

    Surrounding text describes fvsadv.gif.

  4. Use the Operator field to enter the operator you want to use to integrate the value set and the advanced condition. You can select INTERSECT, MINUS, or UNION.

  5. Select the advanced condition you want to integrate with the value set as follows:

    1. Click the Add Advanced Condition Above icon on the left bar. The Advanced Conditions menu lists the advanced conditions that are stored in the system and available to you. The conditions are organized by categories.

      Surrounding text describes adv1.gif.
    2. Browse to the appropriate category and select the required advanced condition. The system adds your selection as a row in the Advanced Conditions Editor.

      Surrounding text describes adv2.gif.
    3. Click the Add Advanced Condition Above icon or the Add Advanced Condition Below icon to insert another advanced condition above or below the existing advanced condition.

      Tip:

      To change the structure of the query by reordering of the rows, select a row and click the arrow icons to move the row up or down.
  6. Type parentheses in the ( and ) columns to determine the order of execution for the selected advanced conditions.

  7. Use the field in the Operator column to specify the set operation to perform between the selected advanced conditions.

  8. Click Save As to save your integrated value set.

For detailed information about using the Advanced Conditions Editor, see Chapter 5, "Using Advanced Conditions to Create Queries."