Regular Filters

Definition

A filter is a mechanism that limits the rows shown in your report. A regular filter can apply only to a single table. Regular filters are the most hidden type of filter and the most difficult to implement, but they can have the most complex logic. They can drastically increase precision and are the most flexible for situations that require multiple and interacting filters.

Video

Step-by-Step Guide

Applying a filter

Note: Filters apply to a single table only. Other tables on the report tab or other report tabs will be unaffected by the filters.

Prerequisite: Have your report open and make sure it is in Design Mode.

1. Click inside the table on the content that you want to filter on (not the header)

2. Navigate to the Report Filter panel by either:

A) Right-click, select "Filter" and then "Add Filter".

Screenshot of InfoView showing the right-click menu options

OR

B) Navigate to the "Analysis" menu and the "Filters" submenu. Click "Filter".

Screenshot of InfoView report editing menus showing menus, sub-menus and button locations

3. In the Report Filter pop-up window, make sure the field that you want to limit appears as a new filter in the top half of the panel.

Screenshot of InfoView report filter pop-up panel

(If the field you want to filter on is not the one showing as the new filter, complete steps 6 and 7 to remove the filter field and add a different one.)

The new filter will highlighted in blue and contain an entirely empty text box. In order to complete the filter, the empty text box will need to be filled, otherwise the filter will do nothing.

4. Selections can be made in the lower half of the panel.

Screenshot of InfoView report filter pop-up panel

By default, the values selected will be included in the table and all others will be excluded (operator "InList"). 

To make a selection, click once on each value in the left-hand box and press the ">" button. To deselect, click once on each value in the right-hand box and press the "<" button.

5. The default selection behavior can be changed by changing the operator. The system defaults to the operator "InList". See the Operators Guide for a full list of all available operators in InfoView.

  • Equal to, Not Equal to (one selection only included, one selection only excluded)
  • In List, Not In List (one or more values included, one or more selections excluded)
  • Greater than, Less than (all values greater than this selection included, all values less than this selection included)
  • Greater than or equal to, Less than or equal to (the above but with the named values included in the range)
  • Between, Not Between (all values between and including these two values included, all values between and including these two values excluded)
  • Is Null, Is not Null (only empty values included, all empty values excluded)

Screenshot of InfoView list of filter operators

6. To remove filters, click "Remove Filter" (left) or "Remove All Filters" (right)

Screenshot of InfoView add filter panel showing the location of the remove filter buttons

7. To add a filter, click "Add Filter" and select the field that you'd like to filter on from the pop-up window. Then complete steps 4 and 5 to complete the filter.

Screenshot of InfoView showing the add filter button location and pop-up window

8. Once you are happy with your selections, click "OK" and see how the table changes.

Screenshot of InfoView with a finished filter and the filtered table

Using Multiple Filters

As soon as a table has multiple filters, the filters will also be connected together with logic than can be changed. InfoView defaults to a boolean "AND", but InfoView also supports a boolean "OR".

A boolean AND always narrows the results further:

Diagram showing boolean AND

A boolean OR always widens the scope slightly:

Diagram of a boolean OR

InfoView always defaults to a boolean AND:

Screenshot of InfoView showing two filters bound together with a boolean AND

This AND can be changed to an OR by double-clicking on the word.

Screenshot of InfoView showing two filters bound together with a boolean OR

You can also have some filters bound together with AND and some bound together with OR, a technique also called "nesting", by clicking on the nesting button in the upper right-hand corner.

Screenshot of InfoView showing location of the filter nesting button

This will introduce another AND or OR on top of the existing basis.

Screenshot of InfoView showing nested filters

The filters can be moved around by clicking and dragging them between levels or between boolean operators. The triangle buttons directly adjacent to the nesting button can also be used to move filters up or down in the list.