Using the Filter Wizard

You can use or create your own filters to customize the data to view. The Filter Wizard walks you through the process of building complex limit query filters rather than having to construct them manually. You can create and save new filters for future use as well as use and edit existing filters.

Using an existing filter

  1. Next to the Preview field, click the folder icon.

  2. In the Filter Library dialog, select the filter to use, and click OK.

  3. In the Filter Wizard dialog, click Apply.
  4. Click OK.

Creating a filter

TIP: You can create a new filter from an existing filter by selecting it from the folder icon in the Preview field, and then follow these steps to make the appropriate changes. Make sure to give the filter a new name so that you do not overwrite the existing filter.

For more information on writing filter syntax, see Filter criteria syntax.

  1. On the left side of the dialog, select the table column on which you want to base the filter. After you select a table column, the values in that column display in the right side of the dialog.

  2. In the right side of the dialog, type or select the value on which to base the filter. You can type into the field above the list of values to filter the list or to specify a value. If one or more values are selected, then those items are used in the filter. Otherwise, whatever you type into the field is used by the filter.

  3. In the space between the two selection boxes, select the operator to use for the filter criteria statement, such as equals, not equals, greater than, or less than.

  4. Review the filter criteria statement in the Preview box to ensure that it is as intended. If you need to make changes, edit your selections made above.

  5. Do one of the following:
    • If the filter criteria statement is finished, click OK. The Filter Wizard uses the statement in the Preview box (you do not have to click Apply in this case).
    • To create a compound filter, click Replaceto move the current criteria statement into the Filter box. Then, repeat Steps a-d to create another criteria statement. When the next statement is complete, click AND or OR to join it to the prior statement.
  6. In the File name field, type a name for the filter.
  7. In the Description field, type a description of what the filter does.
  8. Click Save.
  9. In the Filter Wizard dialog, click OK.