Filters dialog box

When you are importing data from a database, you can use a filter, or condition, to determine which data to import. Steps to create a simple filter are included in Importing data from a database by building a SQL query. Follow the steps below to use the Filters dialog box to:

Define a more complex filter by using a function (such as Max or If)
Modify an existing filter
Specify the operator used to join filter qualifications
Delete a filter

Prerequisites

You are importing data from a database and have added at least one table to the editor panel.
You are importing data from a database by building a SQL query and have added at least one database table to the Editor panel. For steps to import data from a database, see Importing data from a database by building a SQL query.
To specify the operator used to join filter qualifications, you must create at least two filters.

To filter the data to import based on a complex expression

1 On the Editor panel’s toolbar in the Import from Tables page, click Filter. The Filters dialog box opens.
2 Click Add Condition. The New Condition dialog box opens.
3 In the Expression pane, type the condition that you want to define. As you type, matching objects are displayed in a drop-down list. You can click an object or continue to type.
4 To insert a function into the condition, complete the following steps:
a Click the Insert icon, point to Functions, point to the type of function to use (such as Logical or Math), and select the function (such as Max or If) to use. The Function Arguments dialog box opens.
b Select the appropriate options to provide arguments for the function and click OK. Your function is displayed in the Expression pane.
5 To check your condition for valid syntax, click the Syntax validation icon. If the condition is valid, a message appears in the bottom of the Expression pane to inform you that your syntax is valid. If the condition is not valid, the message explains the syntax problem.
6 To clear the contents of the Expression pane, click Clear Clear icon.
7 Repeat the steps above as appropriate to define your condition.
8 When you are finished editing your condition, click Save to apply your changes. Your filter is created and a filter icon is displayed next to the name of the data column.

To modify a filter that determines the data to import

1 On the Editor panel’s toolbar in the Import from Tables page, click Filter. The Filters dialog box opens with a list of all the filters that you have created.
2 Click the filter to modify. The Condition Editor dialog box opens.
3 In the Expression pane, type the condition that you want to define.
4 To insert a function into the condition, complete the following steps:
a Click the Insert icon, point to Functions, point to the type of function to use (such as Logical or Math), and select the function (such as Max or If) to use. The Function Arguments dialog box opens.
b Select the appropriate options to provide arguments for the function and click OK. Your function is displayed in the Expression pane.
5 To check your modified condition for valid syntax, click the Syntax validation icon. If the condition is valid, a message is displayed in the bottom of the Expression pane to inform you that your syntax is valid. If the condition is not valid, the message explains the syntax problem.
6 To clear the contents of the Expression pane, click Clear Clear icon.
7 Repeat the steps above as appropriate to define your condition.
8 When you are finished editing your condition, click Save to apply your changes and save the condition.
9 Repeat the appropriate steps above to continue modifying each filter condition.
10 Click OK to apply your changes.

To specify the operator used to join filter qualifications

1 On the Editor panel’s toolbar in the Import from Tables page, click Filter. The Filters dialog box opens  with a list of all the filters that you have created.
2 By default, the AND operator is used to join filter qualifications. To change the operator, click the And operator between the filters whose operator you want to specify, then click the operator to use, such as And Not or Or.
3 Click OK to apply your changes.

To delete a filter that determines the data to import

1 On the Editor panel’s toolbar in the Import from Tables page, click Filter. The Filters dialog box opens, with a list of all the filters that you have created.
2 Hover the cursor over the filter to delete, then click the Delete Condition icon. The filter is deleted.
3 Click OK to apply your changes.

Related topic

Importing data from a database by building a SQL query