Filter the Information in a Grid

Owned by Chris vanderHeide
Last updated: Feb 26, 2016
2 min read

There are numerous ways to filter the information in a grid. Let's look at the options:

 

 Basic Column Filtering...

From any grid, click the Column Filter tool in the toolbar to toggle the column filtering feature on or off.


When the Column Filtering feature is on, a filter box appears at the top of each column, allowing you to find specific information in a column by selecting a value from the drop down menu or typing in known information.
If you are filtering by a piece of known information, the default is to filter by anything that begins with the information you enter in the field.

The column filter has three parts:

1

Filter method: how the filter will match values in the column. The default will be "Starts with" for text columns or "Equals" for numeric data.

2

Filter value: use the drop down to select a specific value that appears in the column, or type your search term into the box at top.

3

Clear filter: remove any filtering from this column.
 Advanced Filter...

The advanced filter allows you to filter a column based on ranges or multiple values. NOTE:  Not all columns can be filtered in this way.

To activate the Advanced Filter, right click in a cell in the column you wish to filter to display the context menu. Then select the Advanced Filter option.

A filter dialog opens. The information in the dialog box reflects the column that was last selected and whose contents can now be filtered. Depending on the type of information the selected column contains,  the filter dialog allows you to select the specific items by which you wish to filter (text values) or allow you to select a range (dates and numeric values). Only records that match the selected criteria or that fall into the selected range will be displayed in the grid.

You can also access the Advanced Filter by holding down the Alt key on the keyboard and clicking on the column heading.