Using Filters (Input Controls)

In the Ad Hoc Editor, you can display the filters (Input Controls) defined in the Topic as visible to users. You can accept the controls’ default values or enter other values. The Ad Hoc Editor indicates that the view has input controls by displaying  as active on the tool bar. Click the “Input Controls” icon to select new values or to save values as the new defaults for this view.

There are two types of input controls: Single select and multi-select. The input control type is determined by the operator you use. In turn, the available operators are determined by the field type (date, text, numeric, or boolean) you use as a filter.

Single select controls present a calendar or drop-down list of values, from which you can choose a single value. To create this type of input control select one of the following operators:

• equals

• is not equal to

• is greater than

• is less than

• is greater or equal to

• is less or equal to

• contains

• does not contain

• starts with

• does not start with

• ends with

• does not end with

• is before

• is after

• is on or before

• is on or after

Multi-select controls display a calendar or drop-down list of values, from which you can choose multiple values. You can click to select individual values or shift-click to select multiple sequential values. You can also search for values,  select all available values,  deselect all available values, or  invert the selection. A Selected tab shows only items that are selected and allows you to delete them. To create this type of input control select one of the following operators:

• is one of

• is not one of

• is between

• is not between

To add an input control to the view using a filter:

1. Create a new filter or use an existing one in the Filters panel.

2. In the Filters panel, click the operator drop-down menu in the filter's title bar.

3. Select an operator from the drop-down. The operator you select determines whether the input control is single-select or multi-select.

4. Click Apply. The filter appears as an input control when the view is used to run the report.

5. Place your cursor over the “Save” icon , select Save Ad Hoc View as....

6. Name the view, select a location, and click Save.

7. On the tool bar, click the “Input Controls” icon.

To edit the values for a view’s input controls:

1. On the tool bar, click the “Input Controls” icon . A window listing the input controls defined in the Topic appears.

2. Select new values. For example, select USA from the Country drop-down.

3. To change default values of input controls, select the check box, Set these values as defaults when saving your view. The selected values become the default values when you save the view.

4. Click OK. The Ad Hoc view shows USA data.