Filtering a List

Using filters is a quick and easy way to find and work with a subset of items in a list. A filtered list or range displays only the rows that meet the criteria you specify for a column or columns. Unlike sorting, filtering does not rearrange a list. Filtering temporarily hides rows you do not want displayed.

When you see an ImageRight list that has a Filter icon next to the column headings as shown below, you can filter the list as we explain next.

  1. Click the Filter icon ( or ) on the heading of the column that you want to filter. The appearance of the Filter icon indicates the filter status of the column.
    1.  – no filter applied
    2.  – filter applied
  2. Select the item in the list that you want to use to filter the list. The list will be filtered after each selection.
    1. All – all items in the list
    2. Custom – enter specific filter criteria as explained later
    3. Blanks – all rows with no value in the selected column
    4. NonBlanks – all rows with a value in the selected column
    5. Text or identifier that you want, Claims in our example

You can follow these steps to apply custom filter criteria to a list.

  1. Click the Filter icon () on the heading of the column that contains the value by which you want to filter, and then click Custom.

  1. Enter your criteria in the Filter Criteria dialog box.
    1. Select the appropriate item in the Operator list, for example, Equals or Does not equal.
      1. Equals
      2. Does not equal
      3. Less than
      4. Less than or equal to
      5. Greater than
      6. Greater than or equal to
      7. Like
      8. Matches regular expression
      9. Starts with
      10. Contains
      11. Ends with
      12. Does not start with
      13. Does not contain
      14. Does not end with
      15. Does not match
      16. Not like
    2. Enter the value that you want to use for comparison in the Operand list. The operand can be a value, name, label, status, etc. In our example, the list will be filtered based on the location being (equal to) Georgia or Florida.
    3. Click the Add a Condition button if you want to base the filter on multiple conditions.
    4. If you have multiple conditions select the appropriate option.
      1. And conditions – all conditions are satisfied.
      2. Or conditions – either condition is satisfied.
    5. To remove a condition, click next to the condition to select it, and then click the Delete Condition button.
  2. Click OK to save your conditions and filter the list.
 

When you apply a filter to a column, the only filters available for other columns are the values visible in the currently filtered range.

You can compare the values in specified columns in a list.

  1. Click the Filter icon () on the first column, for example, Location, and then select Custom.
  2. In the Filter Criteria dialog box, select the operator to be used for the comparison.
  3. In the Operand list, select the heading of the column that you want to compare, for example, [Drawer Name].
  4. In our example, the list would be filtered to display items for which the location name is the same as (equal to) the drawer name.

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