Editing a Filter

You can make changes to an existing filter using the Filter Editor. For an introduction to filters, see About filters.

When you edit a filter, you can add a new qualification or remove a qualification that is part of the filter's definition. To add qualifications, see the table in About filters to determine the type of qualification that you want to add, then use the appropriate link for the type of filter that you choose.

 

You can remove a qualification in a filter by opening the filter and clicking the Remove condition icon next to the qualification that you want to remove.

The table below contains editing tasks that you can perform in a filter. To simplify the process of editing the filter, it is recommended that you perform these tasks in the order shown.

 

Order

Goal

Steps

1

Add a new qualification to the filter definition

See the table in About filters for detailed steps to add a qualification to the filter.

2

Shift a qualification up or down in the filter

Qualifications at the top of the filter are evaluated first.

Click the Shift up or Shift down button next to the qualification. The qualification is moved up or down in the filter.

Note: The filter definition must include at least two qualifications. You can only shift qualifications that are indented to the same level.

3

Group qualifications to be evaluated together

Click the Shift left or Shift right button between two qualifications. The qualifications are grouped together and indented to the left or right.

Note: The filter definition must include at least three qualifications.

4

Change the logical operator between two qualifications

Click the operator.

Select a new logical operator from the menu that is displayed.

The operator is changed and the two qualifications are grouped together.

Note: The filter definition must include at least two qualifications.

 

To add or move a qualification, and to change an operator:

  1. Click the name of a report to execute it.

  2. Click the Filter icon to view the filter.

  3. To add a qualification to the filter, see About filters to determine what type of qualification that you want to add and view detailed steps to add the qualification.

  4. You can change the order of a qualification in the filter:

  5. You can group qualifications together by shifting them to the left or right. Grouped qualifications will be evaluated together when the filter is applied to the report data.

  6. You can change the logical operator between two qualifications:

To remove a qualification from a filter:

  1. Do one of the following:

  2. Click the Remove condition button next to the qualification that you want to remove. The qualification is removed from the filter.

Related Topics

Asking for user input into a filter's definition

Filtering data based on attribute forms: Attribute form qualification

Filtering data based on attribute elements: Attribute element list qualification

Filtering data based on dates

Filtering data based on metric values or rank: Set qualification

Filtering data based on report results: Shortcut-to-a-report qualification

Filtering data based on an existing filter: Shortcut-to-a-filter qualification

Adding a stand-alone filter to a report

Creating a filter within a report: Embedded filters

 

 

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