Reporting Tutorial: Set Up Filters

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Objects on a report may be used as dynamic filters. Objects may also be set to either respect or not respect dynamic filters.

Although it is possible to use the drill-down method of filtering the report, it is also possible to add specific filter objects. We will add a simple object to filter by department. Remember that the department pie chart will not be affected by this filter.

1.	Add a Filter Selector object onto the page and position it to the left of the Bar Chart.

2.	In properties set Type to 'List'.

3.	Re-size and position accordingly.

4.	In Field select 'Department'.

5.	In Filter select the 'Override Previous' check box.

6.	Add suitable text.

Set Up Filters

7.	Add a Clear Filter button to the page and position it above the department filter. A re-click in a drill-down object will often clear a filter; however it is more user-friendly to add a clear filter button on each page.

8.	Preview your report to see how it all works together with the different type of filters.

Note: You can use an asterisk (*) to perform a wildcard search. Searching is not case sensitive. You should note that if you do not use a wildcard at all, PerfectForms™ will automatically append one when searching.

•	* Looks for any number of characters from that point onwards (Do) or before that point ( Doe)

•	? Performs a single character placeholder match (J?hn Doe)

Set Up Filters

Updated: 6/6/2011 Page url: http://www.perfectforms.com/Documentation/complete_tutorial/html/?r_set_up_filters.htm
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