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--- versago3:dataview_filters [2022/09/08 12:20]
dlee
+++ versago3:dataview_filters [2023/10/30 09:17] (current)
dlee [User-Applied Filters]
@@ Line 11: / Line 11: @@
 User-Applied Filters allow the user to provide input about how they want to filter the information for selection.
-{{  :versago:reports6.png?600  |}}
+{{  :versago3:dv_filters01.png?direct  |}}
-  - Select User-Applied Filter as the **Filter Type** from the drop-down list.
+  - Select User-Applied Filter as the **Filter Type** .
-  - Select the report value to be filtered from the **Filter Name** drop-down list.
+  - Select the data view field to be filtered from the **Field/Filter Name** drop-down list.
-  - **Display Name** is what the user sees when executing the report. The default value is the same as the “Filter Name” but is usually changed to something more user friendly
+  - Type a **Display Label** for the user.
-  - **Data Type** indicates the type of data of the “Filter Name” column. This is for information only and cannot be changed.
+  - **Control Type** defines the type of field used to enter the filter:
-  - **Control Type** defines the type of field the user sees for the parameter selection. Options are:
+    - **Dropdown**
-    - **Text** presents a text box where the user enters any value they wish.
+    - **Text**
-	- **Dropdown** presents a list of unique values from which the user can choose.  This option should only be used when the potential list of unique values is relatively short.  See item 7 (below) for additional information.
+    - **DatePicker**
-  - **DatePicker** presents a standard Windows “date picker” tool to assist with selection of date values.
+    - **Numeric**
-    - This option is automatically assigned with the data type of the “Filter Name” column is Date or DateTime.
+  - **Required** makes a filter mandatory.
-  - **Checkbox** is not currently used.
+  - **Source** is only available with the Drop-Down control type and defines how the values are generated.
-  - **Mandatory** is used to ensure that the user puts some value in this parameter.
+    - Dynamic creates a list of unique values from the data set.
-    - If a parameter is not mandatory and no value is provided by the user, the filter is simply not applied.
+    - Static allows the developer to create their own list of selection values.
-  - **Values Source** defines how the values used for the Drop-down control type are generated.
+  - **Operator** sets the default filtering option.
-    - This option is only available when Control Type is Drop-down.
+  - **Default Value** sets a default filtering value. The value can be changed by the user at execution time.
-      - Dynamic creates a list of unique values from the “Filter Name” column. The user can then select from this list.
+  - **Visible** indicates if the user sees the filter. A “Default Value” must be defined if this option is used.
-      - Static allows the developer to create their own list of selection values. These values must obviously make sense in the context of the data.  If this option is selected an additional dialog page is presented to set the static values. See the //**[[#setting_static_filter_values|Setting Static Filter Values]]**// section for additional information.
+  - **Line Break** introduces a line break between filters when multiple filters are used. Otherwise, the system will auto-order the filters based on available space.
-  - **Filter Criteria** sets the default filtering option used for this parameter. The option can be changed by the user at report execution time as needed.
-    - Options for text values include:
-      - Equals (exact match)
-      - Not Equal (exact match)
-      - Contains
-      - Starts With
-    - Options for numeric and date values include:
-      - Equal (exact match)
-      - Not Equal (exact match)
-      - Greater Than
-      - Greater Than or Equal To
-      - Less Than
-      - Less Than or Equal To
-      - Between (top and bottom values inclusive)
-      - It is helpful to try and determine the most common filtering option and set it as the default.
-  - **Default Value** sets a default filtering value. The value can be changed by the user at report execution time as needed.
-  - **Visible** indicates if the user sees the parameter or not. This option is used when the report designer wants to filter the report in the same way all the time but does not want to put the filter in the data selection code
-    - A “Default Value” must be defined if this option is used.
-  - **Control Visibility Order** has no significance for the report developer and can be ignored.
-Click the [**Add Filter**] button to add additional filters.
+<WRAP center round important 80% >
-Click the red **<color #ed1c24>X</color>** icon to delete an existing filter.
+If **default** values are required for the **between** operator, separate the two values with a **;** (semi-colon).
+</WRAP>
-===== User Profile Filters =====
+===== User Account Filters =====
-Profiles are filters that are predefined by the Versago administrator. They are applied automatically when the report is executed. The filtering value(s) are associated with each user. The profiles must be defined before they can be associated with a report.
+User Account filters are predefined by the Versago administrator. They are applied automatically when the data view is executed. The filtering value(s) are associated with each user. The account filters must be defined before they can be associated with a report.
-  - Select //User Profile Filter// as the **Filter Type**.
+{{  :versago3:dv_filters02.png?direct  |}}
-  - Select the **Profile Name** from the “Filter Name” drop-down list.
+  - Select //User Account Filter// as the **Filter Type**.
+  - Select the **Account Filter** from the “Field/Filter Name” drop-down list.
   - No other information is required.
+**How to set up an Account Filter**
+{{ :versago3:acct_filter.mp4 |How to set up an Account Filter}}
 ===== Application of Filters =====
-  - A report can have multiple filters.
+  - A data view can have multiple filters.
   - User-applied filtering is applied based on the display order of the filters. This means that the first value filters the initial data set, giving a data subset. The next value then filters the first data subset, and so on.
-  - Profile values are automatically applied. Filtering is done based on the profile value(s) associated with the current user. This applies for both Versago reports and Crystal Reports.
+  - User account filters are automatically applied. Filtering is done based on the data filters associated with the current user.
-  - When both parameters and profiles are defined for a Versago report, the parameters are applied first and then the profile filtering is applied on the final subset of data. Display order is not considered, with two exceptions noted below
+  - When both user-applied and user account filters are defined, the user account filter is applied first
-  - In the case where the parameter control is a drop-down list AND the available values listed are coming from the report data (dynamic vs. static):
-    - For a Versago report, the profile filtering is applied first and then the filtering based on the parameter is applied.
+----
-    - For a Crystal Report, the parameters are applied first and then the profile filtering is applied.
+**[[versago3:dataview#Add/Edit Data View]]**
-    - The inconsistency between these two situations will be addressed in a future version of Versago.
+**[[versago3:Home|Home]]**

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