Filters (ttadv9593m000)

Use this session to define or edit filters.

You can use the filters to:

  • Display subsets of records in an overview session.
  • Define a sort order.

To display subsets of records, define one or more filter conditions.

To specify a sort order for the filtered records, on the appropriate menu, select Define Sort Order.

To remove a filter, on the appropriate menu, select Delete current filter.

To set a filter as default filter, on the appropriate menu, select Set as Default.

Note: The filters only apply to the records displayed in the session from which you started the Filters (ttadv9593m000) session.

Filter conditions

A filter consists of one or more conditions that the displayed records fulfill. A condition has this format:

Field Name - Condition - Value

For example, in the Sales Orders (tdsls4100m000) session you can create a filter that consists of these conditions:

Field Name Condition Value
Sold-to Business Partner is (exactly) WR0000001
Order Amount is more than 10000

When you apply this filter, only records that fulfil both conditions are displayed in the session. That is: only orders of Sold-to Business Partner WR0000001, with an Order Amount greater than 10000, are displayed.

In case the “Or” search operator is allowed, you can specify more powerful filters. A condition with “Or” has this format:

[Field Name - Condition - Value] OR [Field Name - Condition - Value]*

The brackets are set automatically by the session. The “Or” search operator has priority in a filter, so you can specify which fields from an enumeration apply. For example, in the Sales Orders (tdsls4100m000) session you can create a filter that consists of these conditions:

Search Operator   Field Name Condition Value  
And ( Order Discount Greater Than or Equals 50  
Or   Order Amount Greater Than 10000 )
And   Sales Office Equals SLS  
And ( Sales Order Status Equals In Process  
Or   Sales Order Status Equals Modified  
Or   Sales Order Status Equals Blocked  
Or   Sales Order Status Equals Approved )

This filter means that for Sales Office “SLS”, all sales orders are selected with either Order Discount >= 50 or Order Amount > 10000 and with a Sales Order Status “In Process”, “Modified”, “Blocked” or “Approved”.

Note: The Easy Filter Row, Managed Filters and Conditional Formats are different concepts, conditions are not always interchangeable. For example a UTC date with date = 0 is not supported in the Easy Filter Row. A Relative Date works for both Filters and Formats.

To Filter with a Formatted Icon or when using a Filter Button originating from a Format, the conditions must work for both.

Field Information

Calling Session

The session to which you can apply the filter.

Filter Name

The name that identifies the filter.

Note: When you apply the filter to the overview session, the filter name appears in the session's title bar.
Default Filter

If this option is selected, the filter is applied automatically when you start the overview session.

Originating from Format

If this option is selected, the filter originates from a conditional format and is read-only in this session.

Displayed on Toolbar

If this option is selected, the filter has a corresponding button on the toolbar.

Publish Filter

This field is only visible if you are logged on as a superuser. This field is hidden for normal users. If this check box is selected, and the filter is saved, the filter is available for all users.

The published filter appears, for all users, on the Filter menu of the session to which the filter is linked. To open this menu, a user must select the Filter command on the session's View menu.

If you clear this check box and save the filter, the filter is no longer public: the filter is only available for the user who created the filter.

Search Operator

This field is only visible if the “Or” search operator is allowed. If the user is not allowed to define filters with the “Or” search operator, the field is read-only.

On the first line, the field is read-only and specified with search operator “And”. You can either specify the search operators “And” or “Or”. The “And” search operator means that a new condition is started. “Or” operator means that the condition started with the last “And” operator on a previous line is continued. Displayed records fulfill at least one of the parts of the condition separated with “Or” search operators.

Field Name

The field for which you want to specify a condition.

When you apply the filter, the overview session only displays records where the contents of the selected field fulfil the corresponding filter condition.

If you define more than one field for a filter, the conditions combine to form an AND relation. That is, when you apply the filter, the overview session only displays records that fulfil all your filter's conditions.

Note: 

You can only select fields that are displayed in the overview session and the details session. For technical reasons, some fields displayed in these sessions may not be available in the pull-down list.

If a field in the pull-down list does not belong to the session's main table, the table name is displayed between brackets.

Condition

The operator to compare the contents of the selected field with the value specified in the Value field. Select the desired operator from the list.

See to Operators used in filters.

Value

The value to which you want to compare the contents of the selected field.

Note: 
  • In the Match case field, specify whether alphanumeric values are case sensitive.
  • For enumerated fields (predefined values) and date fields, you can press Ctrl+B or click the zoom button to select a value.
  • Lowercase characters have lower values than the equivalent uppercase characters.
  • You can only use wildcard characters (.*) when you select Contains, or Does Not Contain in the Condition field.

Match case

If this check box is selected, the condition is case sensitive. For alphanumeric values, the condition is only met if the record data contains exactly the same uppercase and lowercase characters as the text specified in the Value field.