Publisher Training Guide – Developing in Publisher – Creating Filters

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Creating Report Filters

A report filter is created within a report and limits what is displayed on the report.  There are Single Filters and Grouped Filters.   Single Filters can be String filters or Date filters:

String Filters

  1. Click the Create New Filter button and select the String option from the Column Type drop down.  

    devpub_creating_string_filter
  2. Defining a String Filter

    • Name of the filter text box is free text and identifies this particular filter
    • Report Column Name text box needs to match the name of the column to filter against in the SQL.  (Note: if the name does not match Publisher will not recognize it as an available option in the list of valid filters)
    • Column Format is only valid for Date Filters
    • Operator is only valid for Date Filters
    • ID is auto-generated by FAMIS when a Filter is saved
    • Default value is the value or multiple values that will be selected and works best based on numeric values or id’s
    • Selection List SQL is two columns defined as: “The first column defines the values that will be passed to the report in the where clause.  The second column defines the text value that appears in the selection list”
    • Click on Allow selection of multiple values drop down and select Yes  or No, depending if you want the filter to pass multiple values to the report  in one selection
    • Enter the size of the select list from the drop down Size of select list
    • Finally, click the Save button to save the filter
    • Click on List of Available filters button and you will the newly created filter added to the list.


    devpub_defining_string_filter

Date Filters

  1. Click the Create New Filter button and select the Date option from the Column Type drop down.

    devpub_creating_date_filter
  2. Defining a Date Filter

    devpub_defining_date_filter
  3. Applying a Date Filter
    Associating a filter with a report
    Modifying a Filter
    Grouped Filter

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