Advanced filtering
From GTwM
Press the filter button in the toolbar to turn filtering on and off. Once on, one filter box per field in the current report is shown and filter text can be typed into one or more
Basic filtering
To find text starting with a word or letters, just type. e.g. is searching an address book:
Type john to find John Smith, John Jones and John Barleycorn
Note filtering is case insensitive
To find text anywhere in a field, use the star character as a ‘wildcard’:
Type *smith to find John Smith, Jane Smith and Tobermory Smith
Some more options
If you forget these options, don’t worry they’re in the help built into portalBase. Move your mouse over the question mark at the left of the filter boxes to get a quick reminder.
All of the syntax below works any type of data, be it text, numeric or date. Some examples for numbers:
>400 returns all those greater than or equal to 400
<600 returns all those less than 600
New: >400 and <600 returns all those in the range
In a text field, e.g. a list of company names,
Typing *Ltd or *Limited will return all limited companies
!google will return all companies that are NOT Google, or at least don’t start with the word Google
!google and !yahoo will return everything except those two companies
? will return all blank entries, i.e. where the company name isn’t filled in at all
Conversly, !? (’not blank’) will return all those that are
Dates and times
Date filtering deserves a special mention because you can filter in lots of ways. Here are just a few examples:
today - any times that are sometime today
next week - any date falling in the next week
two months ago
2009
Jan 5th 2010
<ten years ago - anything more than ten years old
>today - anything in the future
>01 Jan 2009 and <31 March 2009 - dates in the first quarter
Typing *Jan - dates in January from any year - useful for comparing year on year
etc.
