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How to filter at the data set level

  1. In Data Explorer, right-click the data set whose rows you want to filter, then choose Edit. Edit Data Set displays the query for the data set, as shown in Figure 11-1.
  2. Figure 11-1 Edit Data Set, displaying the query

    Figure 11-1 Edit Data Set, displaying the query
  3. Choose Filters from the left side of the window. Edit Data Set displays filter information, as shown in Figure 11-2.
  4. Figure 11-2 Edit Data Set, displaying filtering information

    Figure 11-2 Edit Data Set, displaying filtering information
  5. Choose New to create a filter condition.
  6. On New Filter, specify the following values:
    • In Expression, select a field from the drop-down list. Alternatively, open the expression builder to create a more complex expression.
    • In Operator, select an operator from the drop-down list.
    • In Value 1, specify the value to search. You can type the value, select from the list of values, or use the expression builder to create a more complex value expression. If you select the Is True, Is False, Is Null, or Is Not Null operator, you do not specify a value.
    • In Value 2, specify a value only if you select the Between or Not Between operator. Figure 11-3 shows an example of a filter condition.
    • Figure 11-3 New Filter, displaying a filter condition

      Figure 11-3 New Filter, displaying a filter condition
    Choose OK to save the new filter condition.
  7. To create additional filter conditions for the data set, repeat steps 3 and 4. Figure 11-4 shows two examples of filter conditions created for a data set. Figure 11-5 shows the rows that the data set returns.
  8. Figure 11-4 Edit Data Set, displaying the filter conditions for the data set

    Figure 11-4 Edit Data Set, displaying the filter conditions for the data set
  9. Choose Preview Results to verify the results that the data set returns. If you specified multiple filter conditions, the report displays only rows that match all filter conditions, as shown in Figure 11-5. To display rows that match any one of the filter conditions, create a single filter condition that contains an OR expression, then select the Is True operator. This task is described later in this chapter.
  10. Figure 11-5 Preview Results shows only rows that meet both filter conditions

    Figure 11-5 Preview Results shows only rows that meet both filter conditions

(c) Copyright Actuate Corporation 2006

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