- Filtering

Tip

Clicking on the Filters button after you've applied a filter enables you to 'toggle' between the filter you've set up and the unfiltered data.

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How to filter grids

To apply a filter click on the Filters button at the top right of the screen.  

Activating filtering will turn on boxes which allow you to specify the parameters you wish to apply to the grid.  Applying a filter is a four-step process:

1  Choose the field on which you want to apply a filter using the dropdown menu on the first box.

filtering_step_1

2  Specify the filter type from the dropdown on the second box.

filter_parameter

NOTE:  The filter type varies according to the type of data you're looking for.  For example, if you're looking for a date, you'll be given the options of 'after', 'before', 'on', and 'not on' instead of the options shown above.

3  Enter the criterion you're looking for in the third box.

filter_criterion

4  Click the Apply filters button.

apply_filters

The screenshot below shows the All Organisations view with the above filter applied to limit the view to only those Organisations whose name begins with B.

applied_filter

NOTE:  A quick way to filter on data where the criterion could be one thing or another, for example Organisations whose name begins with A or B or C, would be to separate each criterion with a comma.  So, you would select name for the first box; apply a filter type of starts with in the second box; and then type A, B, C into the third box.

 

Adding Additional Filters

Once you've applied at least one filter you can add additional filters by clicking on the plus symbol on the left.  You can choose to apply all the filters concurrently (which will return records that fulfil all the criteria you've specified); alternatively you can choose to apply the filters independently (which will return records that fulfil either the first criterion or the second criterion or the third criterion, and so on). This is controlled using the Match all filter conditions / Match any filter conditions dropdown menu on the right.

For example, the following two screenshots are based on the All Organisations view.  The first has a filter applied to limit the view to only those Organistions whose name begins with B, which are based in London, so uses the Match all filter conditions option.

filters_match_all

The next screenshot shows the same filters but this time the Match any filter conditions option has been applied so now we can see Organisations which begin with B OR which are based in London, which is why the first entries visible start with A..

filters_match_any

If you want to apply more than one criterion to the same field (for example, you want to show the Organisationswhose names start with A or B or C, simply separate the criteria with commas).

filters_commas

You can apply as many filters as you like until you've identified the data you require.

Filters applied within Landing Page views can be saved and re-used later.  To save a filter so that it remains in place every time you revisit the grid where you created it, click on the View button on the right and choose Save.  When you next open this grid, the filtered view will be displayed and you can choose to leave it in place, modify it further (by applying further filter(s)), or reset the grid back to its original state (by clicking Reset).

Alternatively, you can save your filtered view and give it a name.  (This only applies to filters in Landing Page.)  To save and name a filter click on the View button on the right and choose Save as, which opens a dialogue box prompting you to enter and save a unique name for your filtered view.  Any named views you've saved will appear in the left-hand column under My Views and clicking on these will activate the view.