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To set a filter, follow these steps:

  1. Display a window that contains the column you wish to filter.
  2. Right-click the record in the window (or pane of the window) that contains the column to be filtered, and then select Filter from the shortcut menu. The Filter window opens, which contains all columns in the window (or pane).
  3. In the left pane of the Filter window, locate the column to be filtered and click to select it.
  4. In the right pane of the Filter window, click the down arrow to display the different filter types and select the desired filter type. The data values that are available for filtering are displayed. A check mark is added in the Enabled column of the left pane to denote that the column is filtered.
  5. In the right pane, select the desired data values by clicking the check box for each value.

    Note:  For List data types, you also have the option of directly entering the filter value in the field above the list values. After entering the filter value, pressing the Enter key selects the value and keeps all existing selections. If you press Shift+Enter, then the system removes all current selections and then selects the entered value. You can also use the Select Like command that is in the right-click menu.
  6. Once all values are selected, repeat steps 3 through 5 for any other columns that you would like to filter.
  7. Once all filters are set, select OK. The application activates the filter and adjusts the records in the window (or pane) accordingly. The application also places a funnel on a yellow background () in the title bar to denote that the data is filtered.


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