When there is a report which has huge number of records, filter and search options are particularly very useful. This section covers how to do the following in the visual:
<aside> đź’ˇ Note: Available only in Premium and Professional Edition
</aside>
Advanced filter gives you an option to find, show or hide values based on single or multiple filtering conditions.
Follow below steps to apply filter.
On clicking the filter icon, it shows a pop up as below.
Enabling Persist filters allows you to keep the filter active while switching between different pages and tabs.
To add a filter, click on + Add Filter as below.
Select the column based on which you want to filter out your data.
Inforiver gives you many filtering conditions like “is”, “is not”, “is not one of” and so on. Choose any of the options as per the requirement.
Enter the value based on which filtering is to be performed.
You can add multiple filter condition and can apply And / Or clause
You can delete the individual filters applied by clicking on the delete icon available next to the condition row.
Also click on the Clear option to remove all the filters applied at once.
Click on Advanced to have more filtering options which allows you to group certain set of filtering conditions and apply And /Or in between the filter groups.
Click on Reset all to remove all the filters applied.
To find a row, you can click on the search icon and enter the string/value that you want to look for. Let’s say, in a report with products and sales data, you want to find the products for which the profit is 70% or a particular Salesperson. You can search the required data by entering “70%” or “Salesperson Name” in the space given for search.
In the tool menu, go to Home tab, under Analyze click on the search icon as shown below.
In the space provided, enter a text or value which you want to search. Navigate to the various instances of the keyword in the visual (across pages) using the up and down arrow.
