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CR: General Filtering Tips

Revision Date: 2005-09-19


Use the Filter function to pinpoint the data you are interested in analyzing. CHARTrunner provides a number of options for defining filters. If a data definition includes a filter, "Filter is defined" will appear in blue below the Filtering button.

Date Values
Most databases require delimiters for any date values you use in your filter. Consult the documentation for your database to determine which delimiters are required. Microsoft Access, for example, requires # delimiters for dates in US date format and ' (single quote) delimiters for international date formats. US formatted dates would be entered as #10/18/99#. An international date would entered as '18/10/99'.

Text Values.
Most databases require delimiters for any text values you use in your filter.  In most cases the ' (single quote) delimiter is used for text values, e.g. 'PQ Systems'.  Consult the documentation for your database to determine the proper text delimiter. 

Define a filter
To define a filter:

  1. Click on the Filtering button on the Data definition tab. The Filter for selecting rows from the data will open.
  2. If you want to see only the data that falls between a beginning and ending date, use the drop down list called "Select data where the date/time in THIS column" to select a date column.  Then, enter the beginning and ending date values (see above for how to delimit a date value) that define the range of dates you are interested in.  Check the "Inclusive" box if you want to include the beginning and ending dates in the data.
  3. If date range is the only filtering criterion, select OK.
  4. You may enter up to three user-defined filter conditions. To do this:
    A. Select a database field from the drop-down menu.

    B. Specify the type of comparison. Options are:

    =  Equal to
    <  Less than
    >  Greater than
    <>  Not equal to
    >=  Greater than or equal to
     =<  Less than or equal to
    LIKE  Similar to

    C. In the third field, enter the data value on which you want to make this
         comparison. See the comments above for the proper way to delimit
         a date or text value that you enter into this field.

    D. If you specify more than one user-defined filter condition, select AND
         or OR from the drop down menu and repeat Steps A-C.

  5. Use the Additional conditions field if you wish to enter your own SQL filter conditions.  The filter conditions you enter here must be in a format such that it can be used in the WHERE clause of a SQL SELECT statement.

To review the filter clause, click on the See WHERE clause button. Click on OK to close the window.

Ref # 697

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