Filtering Results

Local filters applied in the Results section enable you to temporarily screen out portions of data for reporting purposes, without eliminating them from the data set.

You can apply filters to columns to locally filter the data set retrieved from the query. Since the other reporting sections reference the results set, the local filters are also disseminated to these sections.

Local filters are useful for managing your data set. If you decide you do not need all the information retrieved by your query, you can use a local filter to exclude data from the display. These filters are a good way to filter the data set to reflect temporary and hypothetical situations. You can always suspend or delete the filter to return data to the display and make it available for reporting.

  To apply a local filter to a column:

  1. Double-click a column.

    The Filter dialog box is displayed.

  2. If desired, enter a descriptive name for the filter.

  3. Select an arithmetic or logical operator from the drop-down list. See also Using Operators.

  4. Define filter values by clicking one of the following options:

    • Show Values—Shows database values associated with the item.

    • Custom Values—Supplies an empty field for inputting custom values. Click the check mark to add a value to the list of values. You can also display values from a custom list previously saved with the Interactive Reporting document file or loaded from a file.

  5. Select the values to include in the filter definition.

    Select values individually or click Select all and deselect the values you do not want to include. Only selected items are applied to the filter definition. To create a snapshot of the values, click Select All and click Transfer to move the variables to the Custom Values.

  6. When the correct values for the filter expression are highlighted in the values list, click OK.

    Tip:

    You can apply only one filter to a column.

  To remove a local filter, select the item and choose Remove on the shortcut menu.

Related Topics

Server versus Local Filter Processing