Filtering

There are two types of filter available: simple and advanced.

Note that all filters in the application are case insensitive.

Simple Filter

You can use a quick, simple filter below the table header, which will display only the items that you want to see.

A date value is entered as a range. The end and start values can be the same if you want to filter by an exact point in time, not a range.

  

The default operator is 'contains' for strings and 'equals' for numbers. Simple filters also support the following operators:

Numeric values:

==

Equals

!

Not equal

>

Greater than

<

Less than

>=

Greater or equal

<=

Less or equal

#

Is null

!#

Is not null



String values:

~

Contains

! ~

Does not contain

_

Matches any single character

==

Equals

!

Not equal

^

Starts with

!^

Does not start with

|

Ends with

!|

Does not end with

#

Is null

!#

Is not null





You can display a drop-down list of available operators by right-clicking into the filter field.

Notes:

  • Simple filters are converted to advanced filters when you save a table customization as a preference.

  • You can clear all simple filters at once using the Clear Column Filters menu option.

  • Depending on your configuration, you may need to press Enter to start the search.

  • If you apply a quick filter, select one or more items and then clear the filter, the items are deselected. This is to prevent any unexpected selections in the later stages of your work. (Applies to React version of the UI).

Advanced Filter

You can create an advanced filter with a complex query.

  1. Click the Filter icon above the table.

  2. In the Advanced Filter dialog, select a field that you want to use in your filter condition, then specify the operator and the filter value.
    You can combine multiple conditions using the AND or OR operators. You can also combine individual rules with groups of rules as clauses and subclauses.
    Change the order of conditions simply by drag and drop. You can drop a rule into a group or move a rule from a group to a different level.

    Note: The 'contains pattern' operator allows you to search for an expression where underscore matches any character.

  3. Click Apply.
    The filter can be saved as part of a preference. Update the current preference or create a new one in the Show Table Settings menu.
    If a selected field is deleted or renamed in the Datamart or the selected value is not present in the data anymore, the selection will fall back to null and a notification is displayed when you open the filter dialog.  

 When you filter in Products using Product Extensions attributes or in Customers using Customer Extensions attributes, using subclauses will return correct results only if the optimizeQueriesToExtensionTables option is set to true in pricefx-config.xml (it is by default).

Setting 'Is one of' Filter

If you need to enter many values into a filter, you can make use of the following operators available in the advanced filter:

  • is one of

  • is not one of

Select one of these options and proceed with the following steps:

  1. Click the Paste values  icon.

  2. In the pop-up window, select the correct separator that is used in your data source. 

  3. Optionally, enter a symbol which encloses the values. 

  4. Copy and paste the filter values into the text field. The values will get converted into lines in the bottom part.
     The reasonable limit of pasted items is 5,000. You can try to paste more but you are likely to experience performance issues.

  5. Optionally, you can edit, delete or add values manually. 

  6. Click Apply.

The 'is not one of' operator automatically excludes null values.

To solve this, use: 'x is not one of <list>' OR 'x is null'.
OR ~ Match Any.

Found an issue in documentation? Write to us.

 
Pricefx version 13.1