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Create an advanced filter

You use the filter editor to create a filter, or add an advanced level of complexity to a simple filter.

About this task: Advanced filters have the following advantages:

  • You can choose from a range of operators. For example, you can use the 'Is not between' operator in a condition on a numeric property.
  • You can create multiple conditions on the same property. For example, you can search for modules whose name contains 'Marketing' or 'Finance'.
  • You can group conditions so that they are evaluated together, as a distinct part of a larger query. For example, you can create an 'Or' group for conditions that the data must satisfy at least one of, then create an 'And' group that contains the 'Or' group and other conditions that the data must satisfy all of.
  • For example, you can search for modules whose name contains 'Marketing' or 'Finance', and whose planned size is greater than 10.

To open the filter editor, follow the appropriate step:

  • If you have already created a filter, click Edit Filter in the filter summary row below the table.
  • Else, to create a filter, right-click a column header in the table, then click Filter Editor. By default, a new filter contains one template condition.

To add a condition to the filter:

  1. To add a condition to a group, click the plus icon beside the group operator (for example, AND).
  2. To choose the property that is the subject of the condition, click the currently selected property then choose from the menu.
  3. To choose the operator that is used in the condition, click the currently selected property then choose from the menu.
  4. To specify the data value that is used in the condition, click the current value then enter a new value. New conditions have a default value of '<enter a value>'.

To remove a condition, follow this step:

  • Click the cross icon beside the condition.

To add a group, follow this step:

  • Click the currently selected operator then click Add Group. Each group forms a distinct clause of the query.

To choose a group operator, follow this step:

  • Click the currently selected operator (for example, 'And') then choose from the list. The group operator determines which conditions in the group an item must satisfy to pass the filter.

To remove a group, follow this step:

  • Click the group operator then click Remove Group.