Advanced Filters
As described in Create a new filter, you can find particular records and discrepancies by creating a filter (or using a previously saved one).
The filter panel includes an Advanced Filters field that allows you to use additional filter criteria with operators to build a formula. You can use advanced filters with or without the quick filter fields.
Once you click inside the Advanced Filters field, the text box opens.
Click in the text box to select a filter and start building your formula using these
guidelines:
- Use the space bar to open the list of operators, categories, or
linking options when building an advanced filter. For drop-down lists, press the
space bar to select the first option in the list. If you start typing to build
an equation, you see the operator drop-down list highlight options and filter
the list based on what you entered. Press the space bar to select what you
typed.
Note:
The operators depend on the filter you choose. For example, you may see an operator of =, != (not equal to), is empty, or is not empty with one filter category or exactly, before, after, between, is empty, or is not empty with another category. Once you select a filter, operator, and value (if required), you can use the AND or OR linking option to build on the formula. - Use single quotes around any alpha characters you manually enter
(for example, 'Boston').
Tip:
When searching or filtering using string values, we recommend using the contains operator. This is because Oracle DMW allows multiple spaces (such as leading and trailing blank spaces) in data displayed on the Listings and Discrepancies interfaces. - Use a comma (outside single quote if quote used) to add multiple entries or a range of numbers. For example, to show a range of 1 to 10, enter 1, 10.
- Select dates from the pop-up calendar. Click the left (<) or right (>) arrows to move backward or forward through the months. The date appears in the DD-MMM-YYYY format.
- Click
to remove the advanced filter from the formula.
- Click
to close the Advanced Filters text box.
The following table lists the advanced filters you can use to drill down to the data you need to access:
Table 6-1 Advanced filter options
Advanced Filter | Available Operators | Description |
---|---|---|
Discrepancy Category | =, !=, is empty, is not empty | Lists the records with the discrepancy category that you specify (for example, From InForm, TMS IN PROGRESS, QC: Manual). |
Discrepancy Change Date | exactly, before, after, between, is empty, is not empty | Lists the records with the most recent discrepancy change update that occurred during the time period you specify. |
Discrepancy State Change Date | exactly, before, after, between, is empty, is not empty | Lists the records with the most recent discrepancy state change update that occurred during the time period you specify. |
Discrepancy Created by User | =, !=, is empty, is not empty | Lists the records with the discrepancies created by the user you specify. |
Discrepancy Modified by User | =, !=, is empty, is not empty | Lists the records with the discrepancies modified by the user you specify. |
Discrepancy Origin | =, !=, is empty, is not empty | Lists the records with discrepancies that originate from the application you specify (for example, InForm, TMS). |
Data Source Name (for Discrepancies only) | =, !=, is empty, is not empty | Lists the records from the data source you specify (for example, InForm, Undetermined). |
Data Source Type (for Discrepancies only) | =, !=, is empty, is not empty | Lists the records for the data source type you specify (for example, InForm, Unknown). |
Record Level Flag | =, != | Lists the records with the flag priority level you specify. |
Subject Visit Flag | =, != | Lists the records with the subject visti flag you specify. |
Site ID | =, !=, is empty, is not empty | Lists the records with the site ID values you specify. |
Investigator Name | =, !=, is empty, is not empty | Lists the records with the investigator names you specify. |
Investigator ID | =, !=, is empty, is not empty | Lists the records with the investigator IDs you specify. |
Unique Subject ID | =, !=, is empty, is not empty | Lists the records with the unique subject IDs you specify. |
Visit Date | exactly, before, after, between, is empty, is not empty | Lists the records with the visit date you specify. |
Visit Day | =, !=, >, >=, <, <=, between, is empty, is not empty | Lists records with the visit day numeric values you specify. |
Visit Number | =, !=, is empty, is not empty | Lists records with the visit number values you specify. |
Visit Cycle | =, !=, is empty, is not empty | Lists records with the one or more visit cycle numeric values you specify. |
Data change date (for Listings only) | exactly, before, after, between, is empty, is not empty | Lists records that data that changed during the time period you specify. |
Discrepancy Reopened | = | Lists records that do or do not include discrepancies that were reopened. Can specify Y (for yes) or N (for no). |
Discrepancy Data Changed | = | Lists records that do or do not include discrepancies with changed data. Can specify Y (for yes) or N (for no). |
Validation Check (for Discrepancies only) | =, !=, is empty, is not empty | Lists discrepancies that have been created from Validation Checks. |
Parent topic: Create a new filter