Filter records in Quality Insight

This section describes how to use Filter in Quality Insight to display only records that meet the criteria you define.

Open the Filter dialog box

Open Quality Insight > Executive Dashboard. Click the Add Card button, and click the Edit Filter link.

Back to top

Filter records

The Filter tab of the Filter <entity> dialog box enables you to display only the data that meet your criteria.

The user interface elements of the Filter tab are described below:

UI Element

Description

<field name pane>

Lists the fields available for filtering.

To search for a field, in the Search text box, type the characters that are contained in the field name.

Note:Rich text fields such as Comments and Description are not supported.

<field value pane>

Displays the values that are available for defining a filter condition for the current field. Select a value to add to the Set Filter box.

If you select a field with value that must be selected from a tree or from available options, the <field value pane> displays the Search box that enables you to search for the field value.

<logical expression pane>

Displays the Boolean and relational operators that are available for defining logical expressions.

  • And. Retrieve all items containing all of the criteria this operator separates.

  • Or. Retrieve all items containing any of the criteria this operator separates.

  • Not. Retrieve all items that do not contain the criterion following this operator.

  • < Less than. Retrieve items less than the criterion following this operator.

  • > Greater than. Retrieve items greater than the criterion following this operator.

  • <= Less than or equal. Retrieve items less than or equal to the criterion following this operator.

  • >= Greater than or equal. Retrieve items greater than or equal to the criterion following this operator.

  • = Equal. Retrieve items equal to the criterion following this operator.

  • [Empty]. Retrieve items that do not define a value in the current field.

Set Filter

It is automatically filled based on the filter condition you defined.

Alternatively, you can directly type your filter condition in this box.

When you complete defining filter condition of a field, click OK to add the condition.
When you complete defining all filter conditions, click Apply to apply the filters.

To cancel the filter condition of the current field, click Cancel next to the Set Filter box.

To close the Filter dialog box, click Cancel next to the Apply.

Clears all filter conditions you defined.

Back to top