Filtering Data
If you need to focus on a specific set of data for your work, such as records associated with a particular warehouse or client, you can apply filtering to control which data you want displayed on the grid. Using the Filter option on a selected column will exclude the records that do not meet your filter criteria. Only the records that contain matching values in that column will remain displayed on the grid.
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To apply a filter:
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Click the vertical ellipsis control to the right of the column on which your filtering will be based.
The available options display.
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Select Filter from the drop-down options.
The filter statement box displays.
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Feature |
Description |
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1. Initial Statement |
Filter criteria completes the statement “Show items with value that”. |
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2. Filter Rule |
Select a primary rule. Different rules will be available, depending on if the selected column contains alpha-numeric, numeric or date values. Rules for checkbox columns are binary options: is true or is false. |
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3. Column Value |
Enter a value. This field is only available if the selected column contains alpha-numeric or numeric values. |
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4. Join Operator |
Optional. Select from And or Or to determine how you want secondary fields to be used in the filter statement. Note that secondary fields can be left blank unless you require more complex filtering. |
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Complete the filter statement by filling in the criteria required.
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Once your criteria is in place, click the Filter button to apply the filter.
Filtering applies to the entire grid, displaying only those rows that match the specified criteria in the selected column. The vertical ellipsis control to the right of the column heading converts to a icon to indicate that grid filtering is based on that column.
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