In the Filters tab, the fields of the table/view chosen in the Data Sources tab can be filtered so that only pertinent entries appear in the table.
The Filter Field dropdown menu is a list of the available fields in the table/view that have been selected or created in the Data Sources tab. Simply select the field you want to filter on from the dropdown menu. If you are joining tables/views, the title of the table/view that the field is from appears in parentheses next to the name of the field. The figure below demonstrates what the filter field dropdown looks like with joined tables.
The Filter Operator Drop-down lets you select your operator based on the data type that has been selected in the filter. the filter fields available are only those under the Tables or Views selected in the Data Sources tab.
|Comparison||Is Less Than||Displays only items whose values are less than the input values.|
|Comparison||Is Greater Than||Displays only items whose values are greater than the input values.|
|Comparison||Between||Displays only items whose values lie between the input values.|
|Comparison||Isn't Less Than||Displays only items whose values are not less than the input value.|
|Comparison||Isn't Greater Than||Displays only items whose values are not greater than the input value.|
|Comparison||Isn't Between||Displays only items whose values are between the input values.|
|Equivalence||Equals||Manual text entry of the comparison value(s) separated with commas for easy copy/paste from CSV.|
|Equivalence||Equals(List)||Manual text entry of the comparison value(s) separated by intelligently parsed delimiters. User delimiter use must be consistent. For example of consistent use: 1, 2, 3, 4 or 1-2-3-4 or 1 2 3 4. This behavior can be disabled|
|Equivalence||Equals(Autocomplete)||Manual text entry of the comparison value(s) that displays a list of options as you type. Separate each value with a comma.|
|Equivalence||Equals(Select)||Allows you to select a single value from a dropdown list.|
|Equivalence||Equals(Multiple)||Allows you to select multiple values from a scrollable list. Use ctrl+click to highlight multiple values (command+click on Mac).|
|Equivalence||Equals(Popup)||Allows selection of multiple values from a popup list of checkboxes.|
|Equivalence||Equals (Tree)||Allows selection of groupings of values based on a hierarchy. NOTE: This is not a default Izenda filter. Please see this page for more information.|
|Equivalence||Doesn't Equal||Exactly the opposite of equals.|
|Equivalence||Doesn't Equal (Select)||The opposite of Equals (Select).|
|Equivalence||Doesn't Equal (Multiple)||The opposite of Equals (Multiple).|
|Equivalence||Doesn't Equal (Popup)||The opposite of Equals (Popup).|
|Equivalence||Doesn'tEqual (Tree)||The opposite of Equals (Tree).|
|Field Comparison||Is Less Than (Field)||Allows you to compare one field to another. Determines if the first field is less than the second field.|
|Field Comparison||Is Greater Than (Field)||Allows you to see if one field is greater than another field.|
|Field Comparison||Equals (Field)||Determines if one field value equals another. This is useful for joining tables on multiple fields.|
|Field Comparison||Not Equals (Field)||The opposite of Equals(Field).|
|Date/Time||Between (Calendar)||Allows you to select two dates from a calendar popup to filter on. This filter is inclusive - any dates equal to or between the specified values will be included. This can be changed to a manual text entry field by modifying the ShowBetweenDateCalendar in the AdHocSettings.|
|Date/Time||In Time Period||Allows you to select from a list of time periods to filter on. See more about Adding new time periods.|
|Date/Time||Less Than Days Old||Allows a single numeric entry to represent the days and uses that as a filter.|
|Date/Time||Greater Than Days Old||The opposite of Less Than Days Old|
|Date/Time||Equals Days Old||Filters on records that are only as many days old as you specify.|
|String||Like||Determines if the value of the field contains the given text.|
|String||Begins With||Determines if the value of the field begins with the given text.|
|String||Ends With||Determines if the value of the field ends with the given text.|
|String||Isn't Like||The opposite of Like.|
|Boolean||True||Determines if the value in the field is "true".|
|Boolean||False||Determines if the value in the field is "false". Values other than the number 1 and the text "(T|t)rue" will be interpreted as false.|
|Available for All||...||Selected when no filter is used.|
|Available for All||Blank||Is the field blank?|
|Available for All||Isn't Blank||Is the field not blank?|
|Available for All||Use Previous OR||See this page for more information about this option.|
The "Blank" and "Param" checkboxes (see image above) allow you to control the filtering behavior in the report viewer. They do not affect the “Preview” tab of the report designer.
Blank Checkbox: To use this, first set a “Filter Field” and then set an “Operator”. A value can be entered, but it is not required. If “Blank” is checked, the filter will return data that matches the “Value(s)” dropdown/textbox and also data that has a null value in that field.
In the example above, if “Blank” is checked and then viewed in the report viewer, then the user would see all of the data where the “ShipCity” begins with “s”, or are null.
Param Checkbox: To use this, first set a “Filter Field”, set an “Operator”, and then set “Value(s)”, as in the previous example. This will display the filtered report in the report viewer and allow the user to change the filter value. If it is not checked, then the filter will not be visible to the end-user and the end-user will not be able to change the filter.
In the example above, a user will be able to change the “s” to a “t” and update the report if desired.
The , , , and function buttons of the Filters tab are shown below.
|Delete Button||Click this button to delete the row the button is on.|
|Insert Row Above Button||Click this button to insert a row above the row the button is on.|
|Insert Row Below Button||Click this button to insert a row below the row the button is on.|
|Move||Allows users to move a row up or down in the list. You must click and drag until you see the space between rows is highlighted and release the mouse button to drop it.|
|Show Filters in Report Description||Adds the filters being used to the Description field of the report when the report is viewed in the Report Viewer or is exported|
|Require [blank] Parameters in Viewer||Sets the number of filter parameters the user must set when accessing this report in the Report Viewer.|
|Filter Logic (Conditional Filtering)||Ex: (1 OR 2) AND (3 OR 4). See more about Advanced Filter Logic|
The example below requires the user to select at least two parameters before the report will run in the Report Viewer.
And here is what the user will see when attempting to access the report.
The filter field name can be aliased using the Description field. This can be accessed in the Report designer from the filter tab or from the viewer by clicking the gear icon in the filter.
Here the Description can be entered in the Report Designer's Filter Tab.
And here is the description field in the Report Viewer by clicking the gear icon on the filter.
Last edited by ericpfeifer-izenda, 2018-07-03 13:46:42