Create Filter
Last updated
Last updated
This section explains the process of creating fixed filters.
To create fixed filters, click on the filter icon and then click on "+ Create Filter" option
The following configurations can be set for a fixed filter
Expand / Collapse - The Expand/Collapse button shows or hides additional filter configuration content.
Label - The label serves as the name by which a filter can be easily identified, such as the "Booked Orders" filter. To assign a meaningful label, double-click on the Label field to open it in an edit box, enter the desired name, and then either click outside the box or press Enter to save the changes.
Apply / Unapply - The Apply/Unapply button allows users to activate or deactivate a filter as needed. If enabled, the filter criteria will be applied at run-time. If disabled, the filter does not apply.
Delete - The delete button can be used to delete the filter.
Filter Criteria - Multiple conditions can be defined in the criteria, and they are combined using logical operators such as AND and OR.
- The conditions contain the criteria that must be included or excluded. A condition is a combination of a data field (Dataset Column or Context Field), an operator and a value.
Logical Operators - Currently only AND and OR logical operators are supported.
AND - Requires all conditions to be true for the filter to apply.
OR - Requires at least one condition to be true for the filter to apply.
Add Condition - The "Add" button allows users to add multiple conditions to a criteria, enabling the creation of a nested hierarchy of conditions. Conditions grouped under the same logical operator (AND or OR) form a single block. Additional conditions can be added to the same block using the same operator, or a sub-block can be created using the alternative logical operator.
Include / Exclude - The Include/Exclude option allows users to control how filter conditions are applied to the data. Include / Exclude can be applied to each individual condition or a block of conditions.
Include: Displays only the data that matches the selected filter criteria.
Exclude: Hides the data that matches the selected filter criteria, showing everything else instead.
Save - Filters are automatically saved if they are valid. After completing the configuration, click the Close button on the filter panel to return to the properties panel of the visual component.
