Skip to main content

v10

help center
Submit a request
Submit a request
  1. Total Compensation Management
  2. Data management
  3. Data grid view

Filtering a data grid

Nolwenn Marjou
  • Last updated:

Filtering a data grid

Several filtering options are available for you to customize the data that you see in a process grid:

Whichever filter you apply to a data grid, your preference is retained for the grid.

Available filter operators in data grids

When working in a data grid, you can use filters to sort its content using different operators. The available operators vary depending on the type of fields configured in the grid.

An operator is an inclusive or exclusive condition (text or mathematical symbol) allowing to precisely target the filtering process.

This is a warning message.

When several filters are applied, the grid will contain only the records that match all of the defined filters.

The following table details the data types with the operators available for them:

Data Type Operator Description
String contains Returns the records containing the entered character string in the selected criterion.
does not contain Returns the records not containing the entered character string in the selected criterion.
is equal to Returns the records containing the exact entered word or letter in the chosen criterion.
is not equal to Returns the records except the ones containing the exact entered character string in the selected criterion.
starting with Returns the records starting with the entered character string in the selected criterion.
not starting with Returns the records not starting with the entered character string in the selected criterion.
ending with Returns the records ending with the specified character string in the selected criterion.
not ending with Returns the records not ending with the specified character string in the selected criterion.
in This operator enables you to filter the grid according to several values of the same criterion. The values need to be entered exactly as they are in the grid and separated by a comma (,). When the "in" operator is used, the search will return all the records containing the entered values.
not in This operator enables you to filter the grid according to several values of the same criterion. The values need to be entered exactly as they are in the grid and separated by a comma (,). When the "not in" operator is used, the search will return all the records not containing the entered values.
is empty Returns the records not containing character string value in the selected criterion.
is not empty Returns the records containing at least one character string value in the selected criterion.
List String is equal to Returns the records containing the selected value among the values of the drop-down list.
is not equal to Returns the records not containing the selected value among the values of the drop-down list.
contains Returns the records that contain the entered character string.
does not contain Returns the records not containing the entered character string in the selected criterion.
starting with Returns the records starting with the entered character string in the selected criterion.
not starting with Returns the records not starting with the entered character string in the selected criterion.
ending with Returns the records ending with the specified character string in the selected criterion.
not ending with Returns the records not ending with the specified character string in the selected criterion.
in This operator enables you to filter the grid according to several values of the same criterion. The values need to be entered exactly as they are in the grid and separated by a comma (,). When the "in" operator is used, the search will return all the records containing the entered values.
not in This operator enables you to filter the grid according to several values of the same criterion. The values need to be entered exactly as they are in the grid and separated by a comma (,). When the "not in" operator is used, the search will return all the records not containing the entered values.
is empty Returns the records that do not contain any value for the selected criterion.
is not empty Returns the records containing at least one value in the selected criterion.
Number = is equal to Returns the records containing the specified number value in the selected criterion.
≠ is not equal to Returns the records except the ones containing the entered number value in the selected criterion.
< less than Returns the records with values smaller than the entered value in the selected criterion.
> greater than Returns the records with values greater than the entered value in the selected criterion.
≤ less than or equal to Returns the records with values smaller or equal to the entered value in the selected criterion.
≥ greater than or equal to Returns the records with values greater or equal to the entered value in the selected criterion.
is empty Returns the records not containing any values in the selected criterion.
is not empty Returns the records containing at least one value in the selected criterion.
Date Datetime = is equal to Returns the records for which the date is the same as the one entered in the selected criterion.
≠ is not equal to Returns the records except the ones including the date entered in the selected criterion.
≥ on or after Returns the records for which the date is on or after the one entered in the selected criterion.
≤ on or before Returns the records for which the date is on or before the one entered in the selected criterion.
> after Returns the records for which the date is after the one entered in the selected criterion.
< before Returns the records for which the date is before the one entered in the selected criterion.
is empty Returns the records that do not contain any value for the selected criterion.
is not empty Returns the records containing at least one value in the selected criterion.
Number = is equal to Returns the records containing the specified number value in the selected criterion.
≠ is not equal to Returns the records except the ones containing the entered number value in the selected criterion.
< less than Returns the records with values smaller than the entered value in the selected criterion.
> greater than Returns the records with values greater than the entered value in the selected criterion.
≤ less than or equal to Returns the records with values smaller or equal to the entered value in the selected criterion.
≥ greater than or equal to Returns the records with values greater or equal to the entered value in the selected criterion.
is empty Returns the records not containing any values in the selected criterion.
is not empty Returns the records containing at least one value in the selected criterion.
Boolean is checked Returns the records for which the value is checked in the selected criterion.
is not checked Returns the records for which the value is not checked in the selected criterion.

Date

Datetime

Time

 ≥ on or after Returns the records for which the date is on or after the one entered in the selected criterion.
≤ on or before Returns the records for which the date is on or before the one entered in the selected criterion.
> after Returns the records for which the date is after the one entered in the selected criterion.
< before Returns the records for which the date is before the one entered in the selected criterion.
= is equal to Returns the records for which the date is the same as the one entered in the selected criterion.
≠ is not equal to Returns the records except the ones including the date entered in the selected criterion.
is empty Returns the records that do not contain any value for the selected criterion.
is not empty Returns the records containing at least one value in the selected criterion.

Filtering a data grid according to one or several criteria

The data grid offers a filtering feature that enables you to filter the grid according to the value of one or several columns (criteria). You can use numeric, string, date and list columns define a filter.

To define a filter on a data grid, proceed as follows:

  1. Open the data grid with which you want to work (see Viewing a Data Grid in About data grids in the v10 Application).

  2. Click the Filter button above the grid. The filtering tool is opened, as illustrated in the following figure:

Filter tool

  1. In the first drop-down list, on the left, select the column on which you want to apply the filter.

  2. In the second drop-down list, in the middle, select the operator that you want to use for the filter. Please note that the list of available operators depends on the type of column (date, text, number, etc.).

  3. In the third field, enter or select the value that you want to apply to the filter.

  4. Click Apply. The filter is applied to the grid and an indicator badge is applied in the grid toolbar, as illustrated in the following figure:

Filter badge

You can add as many filters as you want by clicking the Add Filter button and repeating the procedure above. However, please keep in mind that the "AND" operator is applied by default. In other words, when the filters are applied, the grid will display only the records that match all of the defined filters. Defined filters are retained for the grid when you exit the screen.

This is a tip message.

To remove a filter, see Removing individual filters from a data grid and Removing all filters from a data grid.

Filtering a data grid according to multiple values

The beqom application offers two possibilities to filter a data grid according to multiple values of a single column (criterion):

Filtering a data grid according to several values of a criterion ("in"/"not in)

You can filter the data of a data grid according to several values of a single criterion using the filter tool of the data grid using the "in" and "not in" operators.

This is a warning message.

It is only possible to define several filter values for string-type criteria.

To define multiple values for a filter criterion, proceed as follows:

  1. Click Filter to open the filter tool of the data grid (see Filtering a data grid according to one or several criteria).

  2. In the first drop-down list, select the criterion (column) according top which you want to filter the data grid.

  3. In the second drop-down list, select one of the following operators: "in" (only entered values will be included in the result) or "not in" (entered values will be excluded from the result).

  4. In the value field (third field), enter the exact values, separated by a comma, as illustrated in the following figure:

Defining multiple values for a criterion

  1. If required, add additional criteria. You can use multiple values in several criteria simultaneously.

  2. Click Apply. The data grid is filtered according to the filter definition and an indicator badge is displayed next to the Filter button in the data grid toolbar.

Filtering a data grid using multiple value filtering

You can filter a data grid according to several values of the same criterion by using several filtering conditions in the filter tool.

To do so, proceed as follows:

  1. Open the grid in which you want to work and then click Filter in the grid toolbar. The filter tool opens.

  2. In the first drop-down list, on the left, select the column on which you want to apply the filter.

  3. In the second drop-down list, in the middle, select the operator that you want to use for the filter. Please note that the list of available operators depends on the type of column (date, text, number, etc.).

  4. In the third field, enter or select the value that you want to apply to the filter.

  5. Click Add Filter.

  6. Select the same column in the first drop down, and then repeat steps 3 and 4.

  7. Click Apply. Both filter conditions are applied to the grid.

This is a warning message.

When using multiple filtering values, the application applies the "AND" operator. While there is technically no limitation on the number of values you can use, please keep in mind that the "AND" operator is restrictive and the results displayed in the grid will have to match ALL defined criteria.

Removing individual filters from a data grid

To remove individual filters from a data grid, proceed as follows:

  1. Click Filter in the data grid toolbar. The filter tool is opened.

  2. In the list of defined filters, locate the filter that you want to remove.

  3. Click the " X " icon at the right of the filter, as illustrated in the following figure:

Individual filter removal

  1. Click Apply in the lower-right corner of the filter tool. The tool is closed and the filter is removed.

This is a tip message.

You can remove all the filters applied to a data grid by repeating step 3 until all filters are deleted and then clicking Apply. To remove all filters in one click, see Removing all filters from a data grid.

Removing all filters from a data grid

To remove all filters from a data grid, proceed as follows:

  • In the data grid toolbar, click the " X " icon located at the right of the filter indicator badge, as illustrated in the following figure:

Complete filter removal

This is a tip message.

You can remove individual filters by following the procedure described in Removing individual filters from a data grid.

Using quick filters in data grids

In data grids, quick filters enable you to filter a grid according to a specific criterion (a single value in a column). This quick and convenient feature enables you to perform a quick search on a column and obtain results on-the-fly.

The quick filter bar is located under the column header bar in the grid. One quick filter field is available per grid column, to enable you to perform a search on that specific column.

This is an note/information message.

The quick filters complement the normal filter feature, but they cannot be saved as part of a view. For more information regarding the filter tool, refer to Filtering a data grid.

This is an attention message.

Quick filters are not taken into account when the data grid data is exported into Excel.

To use the quick filters in a data grid, proceed as follows:

  1. Open the "Data" component, and then open the data grid in which you want to work (see Viewing a Data Grid in About data grids in the v10 Application).

  2. Locate, in the grid, the column according to which you want to filter the data grid.

  3. If required, click the down arrow located next to the search icon to select the operator that you want to apply (if you don't change the operator, the system applies the default operator: "contains" for text fields, "is equal to" for numeric fields, "is equal to" for date fields). The operator contextual menu is displayed, as illustrated in the following figure:

 

Quick filter operators

This is an attention message.

You may need to scroll to find the operator that you want to use.

  1. In the search field located under the column header, enter the value according to which you want to filter the column.

  2. Enter the value filter value in the search field. The search is performed on-the-fly and the grid is filtered according to your preferences.

  3. If required, repeat the operation is a different column.

This is a tip message.

To remove quick filters, refer to Removing quick filters from a data grid.

Removing quick filters from a data grid

There are two possibilities to remove the quick filters defined in a data grid (see Using quick filters in data grids):

  • You can remove an individual quick filter

  • You can remove all defined quick filters at once

This is an note/information message.

All quick filters will be automatically reset if you change the page in which you are working (i.e. if you exit the grid) or if you refresh the page. Refreshing the grid manually (see Refreshing a grid or an ad hoc report manually) will not reset the quick filters.

To remove an individual quick filter, proceed as follows:

  1. Locate, in the data grid, the quick filter that you want to remove.

  2. Click the down arrow located at the left of the quick filter field. The operator list is displayed in a contextual window.

  3. Click clear at the bottom of the list. The quick filter is removed from the grid.

 

To remove all defined quick filters simultaneously, proceed as follows:

  1. Click the icon located in the far left of the quick filter bar. A contextual menu is displayed.

  2. Click Clear all quick filters. All defined quick filters are reset.

Attachments
Was this article helpful?
0 out of 0 found this helpful
Return to top