Applying quick filters to views

Quick filters allow you to create global filters based on data you select in a view. You can create quick filters based on a single selected value, or on multiple adjacent values.

To apply a quick filter:

  1. Select a single value, or two or more adjacent values, as the basis for the quick filter.

    Click and drag to select multiple adjacent values.

  2. Right-click in the data area of the view, select Quick Filter, and select an appropriate submenu option.

    If you selected a block of values spanning two or more records and two or more columns, no submenu options are available and the quick filter automatically filters the view to include only those records that match the selected values.

  3. If you want to extend the filter by applying one or more additional quick filters, do the following:
    1. Select a single value or two or more adjacent values.
    2. Right-click in the data area of the view, select Quick Filter > AND or OR, and select an appropriate submenu option.

      For example, to further limit the filter Customer = '795401' to records in which the transaction type is ‘IN’ you can select the ‘IN’ value and then right-click and select Quick Filter > AND > Equal. The filter expression is modified as follows:

      (Customer = '795401') AND (Type = 'IN')

      AND further limits the initial filtered set of data. Depending on the specific details of the extended filter expression, OR typically expands the initial filtered set of data.

  4. If you want to replace the current quick filter or filters with a new quick filter, do the following:
    1. Select a single value or two or more adjacent values.
    2. Right-click in the data area of the view, select Quick Filter > Replace, and select an appropriate submenu option.
  5. If you want to remove the quick filter or filters, click Remove Filter  in the filter toolbar.
  6. If you want to save the quick filter as a named filter associated with the table, click Edit View Filter  in the filter toolbar, enter the name of the filter in the Save As text box, and click OK.
Related concepts
About quick filters


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