Find specific data using a filter

By using a filter, you can find records based on whether they contain a specific value in a particular field. For example, you can find all records that have "Germany" in the Country field. When you apply the filter, only the records that contain the value you selected will appear in the data access page. Once you remove the filter, all the records will be displayed again. For grouped data access pages, you can filter the list of groups (the group headings) or the records within groups.

1. Do one of the following:

   In an ungrouped page

   1. Move focus to the field that has the value that you want to use to filter records.
   2. Click Filter By Selection on the record navigation toolbar.

   In a grouped page

   1. Expand the group that you want to filter.

   2. Move focus to the field that has the value that you want to use to filter records.

   3. Click Filter By Selection on the record navigation toolbar for that group.

      The filter applies only to the current group. In other words, if a page groups customer orders by country, and you filter the records for Brazil that have a required date of 6/2/98, that filter applies only to the records for Brazil, not to the records for the other countries.

2. To further narrow the subset of records, continue selecting fields and clicking Filter By Selection until you have just the records you want.

   For example, if you want to see records only for customers in Germany with a required date of 5/12/98, select "Germany" in the Country field, click Filter By Selection, select "5/12/98" in the Required Date field, and then click Filter By Selection again.

Notes

• If you select only part of the value in a field, the data access page still uses the entire field value for filtering.
• You can remove the filter and then reapply it during the same working session.
• If you browse to another data access page, you'll lose the filter.
• This procedure doesn't apply to a PivotTable list, spreadsheet, or chart. These features can be filtered independently from the rest of the data on the data access page and may also support additional filtering capabilities. For more information, click Help on that component's toolbar.