Video: Click here to see a video discussion of filtering. This video and many others are also available through the Platform Learning Center in the CorasWorks Community. If you do not have access to the Community, go to http://community.corasworks.net and click on the Register link at the top of the page.
Filtering allows you to limit the items returned by a Data Display to only those that meet certain criteria. When a filter is performed, the Data Display looks for matches on the metadata returned by the Data Display. Users can further refine the results by performing searches on a filtered Data Display.
The Filtering page provides two options for defining a filter:
•Use the Filter Builder, which is a series of fields that make it easier for non-technical individuals to define filters because it is not necessary to know the correct syntax; the fields prompt you for each necessary piece of information.
•Define a filter manually
NOTE: The Filter Builder =supports the use of date-related functions (e.g., [Today], [CurrentWeekEnd]) and date math (e.g., -1 for 24 hours ago, 7 for 7 days from now) against calculated columns.
TIP: A filter should be used when you want to look for the identified text or data in a particular column. Search, on the other hand, looks through all searchable columns in the list(s) for the identified text or data.