TCDrillDown Plugin - Custom Filters

Custom Filters

You have the following options to sort or filter the data:

1. Select a specific entry from the list - only those entries which match the selection in the table, will be listed, e.g. with the same reference number.

2. All - Select to display all the entries in the selected table.

3. Custom - This will launch a screen on which you may set further criteria to filter the data.

    

   1. Equal to - list or display all values which is the same as the specified value.

   2. Not equal to - list or display all values which is not the same as the specified value.

   3. Less than - list or display all values smaller than the specified value.

   4. Less than or equal to - list or display all values smaller or equal to the specified value.

   5. Greater than - list or display all values greater than the specified value.

   6. Greater than or equal to - list or display all values greater or equal to the specified value.

   7. Like - list all values in the table similar to the specified value.

   8. Not like - list all values in the table not similar to the specified value.

   9. Is null - excludes any value entered, will not be listed or displayed.

   10. Is not null - is not zero - any value which is not equal to zero will be listed or displayed.

Working with Custom Filters

Once you have selected an option on a list, the your selection will be displayed at the bottom section of the DrillDown screen as follows:

In this example, Group1 Expenses or Group1 Income was selected. You may click on the Customize button to:

• Make a filter (add or delete conditions and groups).

• Save a filter.

• Open a filter.

  To make a filter:

1. Select a column and click on the Filter button (or on the … button) and select one of the following options on the Context menu:

1. New Condition

2. New Group

2. Delete row (If you click on the Filter button, you may delete all rows (conditions and groups).

3. Select the or option to set a filter value. The following options are available:

1. New Condition

2. New Group

4. Once you have created your conditions or groups, click on the Apply button.

5. Click on the OK button to close and exit this Make filter screen.

To Save a Custom Filter file:

1. Once you have sorted or filtered your data with the Make filter utility, click on the Save as... button. The Save active filter as screen will be displayed.

2. Select a Directory in which you wish to save the custom filter file.

3. Enter a file name.

4. Click on the Save button to save the Filter in a (*.flt) Filter File format. You may then at any later stage open the saved *.flt file.

To Open a Saved a Custom Filter file:

1. Once you have sorted or filtered your data with the Make filter utility, click on the Open... button. The Open saved filter as screen will be displayed.

2. Select a Directory in which you have saved the custom filter file.

3. Select a valid filter file.

4. Click on the Open button. The selected filter file's name will be displayed in the titlebar of the make filter screen.

Sequence of Data in Rows

All the data is by default displayed ascending; from the smallest to the highest value (e.g. a-z or 0-9) according to the record number or record ID (e.g. Accounts.DB table it would be the AccountID, in the TRANSACT table, it would be the TRANSACTIONID, etc.)

To change the sort order from ascending (e.g. a-z or 0-9) to descending (e.g. z-a or 9-0) select a column and click on it. If you click on it again it will change back to ascending sequence.