Creating an Attribute-to-Attribute Qualification Filter

 

Use attribute-to-attribute qualification filters to compare attributes based on the value of their Attribute forms . For example, use attributes to view data for only new customers whose First Order Date is equal to their Last Order Date.

To create a stand-alone attribute-to-attribute qualification filter:

  1. On the project main page, click Create Filter to view the New Filter screen. Or, from the Admin menu, choose Filter. From the Filters page, click the Create Filter icon.

  2. In the pane on the left, navigate to the first attribute whose form you want to use to filter report data.

  3. Right-click the attribute and select Add to Filter.

  4. Click Qualify.

  5. From the first drop-down list, select the form to use to filter the data.

  6. Click the Attributes icon Compare Attributes icon to view the Select an Object dialog.

  7. Navigate to and select the second attribute to use in the comparison.

  8. Click OK to return to the New Filter screen.

  9. From the second drop-down list, select the operator that describes how the data should be filtered, such as Equals or Less Than.

  10. In the last drop-down list, do one of the following:

  11. Click Apply to create the filtering condition.

  12. Click Save As to open the Save As dialog and navigate to the folder to save the filter.

  13. Type a Name and Description for the filter, and click OK to save the new filter.

The new filter can now be added to a report.

Related Topics

 Adding a stand-alone filter to a report.

 

 

 

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