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Filter & Sort

Filtering reduces the number of records displayed. Filter & Sort is available from Report Selections Forms, Grid toolbars and Right-click context menus, and Lookups.

When a Filter & Sort is applied, the button will appear with a blue circle. To clear all Filter & Sorts press Ctrl+F3. To stop a Filter & Sort, press Esc.

Button

Keyboard shortcut

Position

RecordFilterSort_Hot

Ctrl+F2

Grids and Selections

LookupFilterSort_Hot

Ctrl+F2

Lookups

Filter Tab

Any Selection

Selected, a record need only match one of the conditions.

Clear, a record must match all filter conditions.

Field Name

Enter or use the drop-down to select the fields in the data file for filtering.

Operator

The Operator. When combined with search criteria, the operator defines a condition that a record must satisfy to be selected. Operators can be typed or selected from the drop-down. If this is blank and you enter selection criteria, the default operator is = (equal to). See Operator Meanings and Rules below.

Criteria

Values that the operator in the Op field are applied to. To search for records that have no entry for a field, use the operator = and leave the Criteria field blank. For some fields, criteria can be selected from a drop-down list.

You can use the ? and * wildcard characters. For alpha-numeric fields, upper and lower case are ignored.

For Date fields, all the numeric operators except +- can be used. To search for a date in relation to the System Date, enter DATE, followed by + or -, then the number of days before or after the System Date to search for. For example, DATE-7 would be one week prior to the System Date.

Operator Meanings and Rules

Operator

Meaning

Rules

=

Equal to

Enter one or more selection criteria, separated by commas.

==

Equal to (literal)

Enter only one selection criteria. Treats wildcard characters (such as * and ?) and special characters (such as , and ") literally to allow filtering on fields containing these characters.

<

Less than

Enter a single figure, word or phrase as selection criteria.

<=

Less than or equal to

Enter a single figure, word or phrase as selection criteria.

>

Greater than

Enter a single figure, word or phrase as selection criteria.

>=

Greater than or equal to

Enter a single figure, word or phrase as selection criteria.

<>

Not equal to

Enter one or more selection criteria, separated by commas.

#

Not equal to

Enter one or more selection criteria, separated by commas.

##

Not equal to (literal)

Enter only one selection criteria. Treats wildcard characters (such as * and ?) and special characters (such as , and ") literally to allow filtering on fields containing these characters.

+-

Equal to plus or minus

For numeric fields, enter one or more selection criteria, separated by commas. Cannot be used with alpha-numeric or date fields.

[]

Inside range

Enter the start and end data for the range, separated by a comma.

][

Outside range

Enter the start and end data for the range, separated by a comma.

*

Containing

Only available if the Field is alphanumeric.

Treats the selection criteria as if there is a * wildcard at each end of each selection entered.

#*

Not containing

Only available if the Field is alphanumeric.

Excludes records that contain the selection criteria from the answer. It treats the selection criteria as if there is a * wildcard at each end of each selection entered and the operator is # or <>.

Toolbar

ToolbarExpand

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Insert an item at the selected line.

Move (Shift+Up) (Shift+ Down)

Select an item and move it higher or lower on the list.

Delete (F3)

Delete the selected item.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Clear Filter (Ctrl+F3)

Clear the selected filter.

In This Section

Filter & Sort - Sort tab

Filter & Sort - Advanced tab

Wildcard Characters

Filter & Sort in Grids

AR Tutorial: Filter High Value Customers

See Also

Global Tools

Book Contents

Book Index