Overview
Filtering makes it possible to reduce the records in a dataset, data view, dashboard, or ad-hoc report to less records based on criteria (e.g., only those records that are for the term 2023LT or only those persons with gender F).
Instructions
Dataset
Adding a Filter
1. Click the "+ Filter" link.
2. Select the field you would like to filter on by clicking on it.
3. As the default choice, you will be able to pick values you want to include. Click the check boxes in front of the values you want to retain.
4. To specify a value instead, click the down arrow/triangle next to "Distinct values" and change it to "Enter value."
5. Type in the value you would like to filter by. Note that you could type in additional values with the "+" link.
6. Press "Close" at the bottom.
USEFUL INFORMATION:
You can also have multiple filters at the same time, which will be added together, continuously reducing the number of rows returned based on the criteria.
WARNING:
A filter is retained even after you shut down your web browser (but only for you). If you don't want the filter in the future, please note that it will still be in place when you return to the report until you manually remove it.
Removing a Filter
After adding a filter, you can remove the filter again by clicking the "x" immediately next to the description.
