Page Comparison

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Table conditions permit you to limit the data returned from a specific table. For example you may wish to limit your query of a sales table to specific Product transactions rather than allowing a user to query all data in the table.

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Condition Builder

1. The item that has been selected on the report data page for filtering. E.g. Cost.
2. The Operator drop down lets you select what type of filter to be used. For example if the date is greater than 0
3. The Value entered for the condition
4. The brackets allow for greater complexity in data filtering by using AND and OR with the where clause operator.
5. The where clause operator allows the user to set multiple filters using AND or OR. For example filter all People where AGE is Greater than 50 or Gender = Female.
6. The move up and down buttons allows the user to build complex bracketing filters. The level of a statement within the bracket will affect the overall filter statement and impact upon the data returned in the query.
7. The condition logic display allows a user to read a summary of the filter that they have defined. Click the refresh link to update the logic if conditions have changed in the form.

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1. Begin creating a condition as outlined earlier
2. Tick the Dynamic option when creating a condition, you will now notice different options available:
   
3. You will need to create a set of codes for each possible value to be used, much the same way you would create an Org Ref Code, by clicking on the Create Dynamic Filter Code link.
   
4. You will now need to create a record for each unique code available, in this example, we create a record for each possible currency we have data for. The first value should be the Code, or the value found in the database table. The second value should be a Description, which is what users will see when they can select their preferred option. The third value can be used to provide a custom sort order, sometimes used to ensure the most commonly selected values are listed at the top to save time.
   
5. This is what your list of codes will look like complete. Click Save & Close to complete.
   
6. You will now need to select your code from the Dynamic Filter Codes list, and select a default value from the list (this is used as the default if the user has not selected a preferred value in their profile). Save.
   
7. Your condition will now display like the one shown here
   

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