Data Filters

A Data Filter is used to define a set of objects which can be used as groups in reports. A data filter can be defined as a static selection of objects, a dynamic criteria, or as a combination of other data filters.

Data Filters can for example be used in an accounting system, to create groups of accounts that are not available in the system, but are required for special reporting purposes. These account groups can be selections of accounts, or extra attributes may be added to allow the end users to dynamically include or exclude accounts, using criteria based data filters.

Create a Data Filter

1. Open Genus Studio.
2. In the Directory tree, click the Data Filters folder, and then on the toolbar, click New.
3. In the Name box, type a name for the Data Filter.
4. In the Data Source list, select the data source for the data filter.
5. In the Method section select how to identify objects for the data filter.
6. To restrict access to the Data Filter to a specific data set, in the Data Set Binding section click Data Set and then in the list select a data set.
7. Click Apply to confirm the information. The window will then close and reopen to allow access to the Filter tab.
8. If you have selected Criteria as Method, in the Filter tab define a condition to select objects.
9. If you have selected Select a specific set of objects as Method, in the Filter tab click Add to add specific objects. Standard search is used to find objects.
10. If you have selected Data Filters as Method, in the Filter tab click Add and then in the Select Data Filter window, select the data filters to add and click OK.
11. Click OK.