Applying filters to individual tables in an InfoEx report

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Revision as of 18:36, 31 December 2013 by Pascal (talk | contribs) (Background)
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REQUIREMENTS
Permission All user levels
Connectivity Online only

This page shows you how to exclude specific observations from your InfoEx reports.

Background

Each table of observations in an InfoEx report can be individually customized to exclude information that you do not require.

NOTE It is recommended that you only use the filtering functionality described in this document on table-specific parameters. To filter the entire report by date and/or locations, please use the following approaches:

Step-by-step description

1.
Fig. 1: Selecting a report
Select the report that you want to view (fig. 1)
2.
Fig. 2: Filter popup
Click on any column of the table's top line (except the date and locations column). From the popup menu select Filter (fig. 2)
3. Each column has options for filtering. There are two basic kinds of filters:
Select/Deselect:
Fig. 3: Filter by selection
With this kind of filter you can select and deselect items from a list. Only entries matching selected values will be retained for your report (fig. 3).
Value:
Fig. 4: Filter by value
Fig. 4a: Filter by value
With this kind of filter you can include entries that are related to a selected numerical value. You may select a threshold value or filter values that are identically equal to your selected value (fig. 4,4a).
4.
Fig.5: Saving the InfoEx report as a view
To preserve this report (including the tables, dates, locations, and applied filters) select the down arrow beside the report name (fig. 5). You can create and name a new report by selecting 'save current view' and 'save as new'.
5.
Fig.6: Naming the new InfoEx report view
Select a descriptive name for the InfoEx report and select Ok (fig. 6). The report view is now saved and available on the list of report views that appears when you select the down arrow beside the report name.

Related documents

Customizing reports

Managing report templates

Functionality tested by

  • Date: Oct. 29: John Kelly / QA Server / Test Version 0.32.00)