Filtering Reports

You can filter report data, for example, to display the manufacturer part of a specific manufacturer or the drawing list of a specific book.

Click one of the following:
  • Report management: Edit filter.
  • Design rule management: Edit filter.
  • Report configuration editor > Filters: Properties .
  • Report configuration editor > Filters: Add .
  • Report configuration editor > Filters: Duplicate .

The Filter edition dialog box lets you manage the report filter. The lower part of the dialog box displays the condition string as it could be used in an SQL query, in the WHERE clause.

Properties

  • Name: Enter the filter name. This name must be unique in the report.
  • Description: Enter a description in all languages managed in the software. Click + to select the languages.

Conditions

This tab groups all elements used to create the filter. It is based on the Condition strings that you can group. A Condition has a database Field, an Operator, and a Value.

When you create a condition, you must select a database field in the Available fields list in which you can associate a value. For example, in a Bill of material, you can create a condition on the Manufacturer field and set ABB as the value. The Bill of material will display only the manufacturer parts of the ABB manufacturer.
Option Description
Add. Lets you add a new condition.
Delete. Deletes the selected condition.
Group conditions. Select two or more conditions and click this icon to group conditions
Ungroup conditions. Ungroups the selected condition group.


Up / Down. Lets you order the conditions and the condition groups.


Associate.Lets you associate the selected field with the selected condition.
Type Displays the type of condition (Condition or condition group).
Separator The separator is used to cumulate conditions. You can select And or Or separators.
Field Select the field to use for the condition in the Available fields list and click Associate icon.
Operator Select the operator to use.

You can use the operators = (equal) and != (not equal) in string fields. You can use the other operators only in numeric fields.
Value Lists all the values found in the selected field. Select the value you want.

Condition Groups

It is important to group conditions. A condition group is evaluated first and has priority over a simple condition.

For example:

((bom_manufacturer = 'Legrand') OR (bom_manufacturer = 'Entrelec')) AND (bom_value1 = '160A')

In this example, the group is defined with double parentheses (( . . . )). The report first searches for all the Legrand or Entrelec manufacturer parts, and then extracts from the results of that search all manufacturer parts where Value1 equals 160A.

Without a group, the example looks like this:

(bom_manufacturer = 'Legrand') OR (bom_manufacturer = 'Entrelec') AND (bom_value1 = '160A')

The result is a list of all Legrand or Entrelec manufacturer parts and all manufacturer parts where Value1 equals 160A in all other manufacturers.

Use the Up/Down arrows to manage the condition or condition group order.