• Create a filter using an expression
• Set a default filter on a table view

Create a filter using an expression

• Open the screen Debt levels by payment means 2 (you created this in exercise 18 Create further Views)

The chart is cluttered. You will now add a filter to this view to limit the results to the last 40 days:

1. In the chart, press

   Insert excerpt
   _filter _filter nopanel true

   .
2. Press 

   Insert excerpt
   _addIconfilter _addIconfilter name add nopanel true

   .
3. Configure the filter with the following details:
   • Name: Last 40 days
   • Conditions:
     1. The condition dialogue starts with Where ALL the following are true - leave this as it is
     2. Select CalculationDate Calculation Date
     3. Press on equals - from the drop down list that appears, select greater than.

     4. Enter this formula, which will take the current date, and then go back 40 days

        Code Block
        dateAdd(now(), _DAY_OF_MONTH, -40)

        
        

     5. Press the ABC button - this will now say fx

        1. This switches the input to handle expressions rather than a string.

     6. Save your changes the view configuration form.

     7. When you have completed all these details
   press  Insert excerpt_finish_finishnopaneltrue
   • 1. press Apply and Save.
4. Your grid should now show only results from the last 40 days.

Set default filter on a view

Since the view Debt levels by payment means 2 is too cluttered to be useful with all results showing, you decide to make the filter Last 40 days, that you created in the previous exercise, the default filter for this view:

1. Open the view configuration form Right-click on the chart for Debt levels by payment means 2
   and press

   Insert excerpt
   _view_show _view_show nopanel true

    configuration.
2. Set Default Filter to Last 40 days
3. Press 

   Insert excerpt
   _finish _finish nopanel true

   .

Go into

Using the same filter on other views

You can use the filter you created in the previous exercise on any other view defined on the underlying table (Overall Debt Levels), but first you must associate the filter with the view:

1. Open the screen Debt levels by payment meansOpen the view configuration form for the view Debt levels by payment means
2. Right-click on the chart and press

   Insert excerpt
   _view_show _view_show nopanel true

    configuration.
3. Go to the Filters section.
4. Press 

   Insert excerpt
   _filter _filter nopanel true

   .
5. Drag the filter Last 40 days into the list of filters for this view.
6. Press 

   Insert excerpt
   _finish _finish nopanel true

   .
7. Go into 

   Insert excerpt
   _app_mode _app_mode nopanel true

    to see the results.
8. In the screen, apply the filter Last 40 days.