How to Use Advanced Filtering Techniques

The ability to filter data is an important part of Counterpoint’s functionality. Filtering data allows you target or limit what information you see. You can filter when running reports, using lookups, or using table view to make edits to multiple records.

Accessing Filters

Example Filter Tab for Inventory Report:
Example Filter Window for Customer Lookup:
Example Filter Window for Items window in Table View:

Filter Components and Definitions

Each filter line is composed of three or four parts:
  1. Filter Field – The field that will be used to limit the scope of the data returned NOTE: Filters are customizable by ALL the fields within the table.
  2. Operator/Modifier – The way that the filter ‘works’ or how the filter evaluates the data
  3. Filter Data – Data the user enters to complete the filter NOTE: If using one of the ‘is blank or empty’, ‘is empty’, or ‘is not empty’ filters, there will not be any filter data fields for the filter line because the operator does not require any additional data.
  4. Conjunction – Either an ‘AND’ or an ‘OR’ used to link a filter line to the next filter line
These components are not always visible from the Simplified Filter view. The Simplified Filter view is the default for filters, and it allows users to fill in filters without customizing or changing them. For example, the ‘AND’ conjunction does not show for filter lines in the Simplified filter, as it is implied that the filters are used together.

Available Operators/Modifiers

Customizing Filters

If the criteria you want to filter by does not appear by default in your filter window or tab, you can customize the filter to add additional fields, remove filter lines, or change the way the filter behaves (e.g. is NOT in a category, or is between two dates).
Customizing filters works the same way for report filter tabs, lookup filters, and table view filters.
To customize filters:
  1. Right-click in the filter window or tab, and select Customize from the drop-down
OR Click Options and choose Customize from the drop-down
NOTE: The ability to customize filters is a security setting maintained in System Security Codes. If you cannot customize filters, contact your system administrator.
  1. Click the words you would like to change

Changing Existing Filter Lines

  1. Select the field from the list available
  1. Select the operator by which to filter
  1. Enter or select the values at the <?> NOTE: You can also change the data in the filter after Simplifying the view (see step 5)
  1. At the end of the filter line, choose AND if that and the next statement must also be true, or choose OR if that can be true OR the next statement can be true
  1. Right-click and select Simplify to change back to the simple filter

Adding a New Filter Line

If you need additional filter lines, follow these steps:
  1. Click the light gray < Click here to add condition >
  1. Select the field from the list available (in red)
  1. Select the operator by which to filter
  1. Enter or select the values at the <?> NOTE: You can also change the data in the filter after Simplifying the view (see step 7)
  1. (Optional) Repeat steps 1-4 to add other filter lines
  2. (Optional) If you added other conditions, make sure to adjust the conjunctions at the end of the new lines. At the end of the filter line, choose AND if that and the next statement must also be true, or choose OR if that can be true OR the next statement can be true
  3. Right-click and select SIMPLIFY to change back to the simple filter

Nesting Filters

There might be situations where you need to use a complex combination of filters, where certain filters need to have the ‘and’ conjunction between them and others need the ‘or’ conjunction. Counterpoint allows filters to be indented to change how the conjunction affects the filter lines below. Think of these indentations as parentheses in a math problem. They allow you to group a series of filters together so that you don’t need to add excessive amounts of lines to a filter.
For example, you might need to see 6 categories of items from a specific primary vendor.
You might think that a filter like the one below would get you the results you are looking for, but the results would show the items from the specific vendor for the first line of three categories, and ALL the items in the second three categories:
If you indent the two lines for item category you would see results for items in those 6 categories from that specific primary vendor:
To indent a filter line:
  1. Right-click the line
  2. Choose Indent from the drop-down menu
To outdent a filter line:
  1. Right-click the filter line
  2. Choose Outdent from the drop-down menu

Examples of Filter Options

Filtering for 3 Categories of Items from a specific Primary Vendor:
Filtering for 6 Categories of Items:
Filtering for Ticket Date:
Filtering for a single Location:
Filtering for multiple Locations:

Related Topics

Advanced Filtering is related to several topics already covered in previous blog posts:

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