Overview

Use filters to display a sub-set of data in a table (grid) or chart. When you create or edit a filter, PhixFlow displays a window where you can specify a set of clauses. Each clause contains a number of conditions. This is illustrated below:

Sections on this page

You can name and save filters for future use, or use them temporarily.

You can also use the selected data in a grid to act as a filter on the data displayed; see Creating Background Filters Within a Layout.

Filter Window

Toolbar

Apply the filter without saving it.
Save without closing.
Save and close.

To save a filter for future use, after entering the details remember to save the filter.

Filter Tab

Field	Description

Field	Description
Name	The name of the filter.
Table Name	The name of the table to which the filter applies.
Private	Available to users with the Create Public Filters privilege. to make the filter available only to the user who created it. If this field is not visible to you, the filter is automatically private. to make the filter available to other PhixFlow users.
Protect during import	to allow the filter settings to be changed if this filter is imported from another PhixFlow instance. If the imported configuration does not include this filter, it will be deleted. to retain the filter settings if this filter is imported from another PhixFlow instance. To prevent orphaned filters, when a parent table is deleted by the import, its filters are also deleted.
Access Permissions
Available to users with the Create Public Filters privilege, when the Private check box is not ticked. For details about how to control access to a filter, see Access Permissions on Common Properties.

Build a filter by adding conditions and clauses.

Field	Description

Field	Description
	Add a clause to the filter. Hover over the editor to the right of a condition to see this button.
	Delete the selected clause or condition from the filter. Hover over the editor to the right of a condition or clause to see this button.
	Indicates the value entered is a literal value. Click this icon to switch the value as an expression.
	Indicates the value entered is an expression. Click this icon to switch the value to a literal value.
Ignore Case	so that, for PhixFlow instances running on Oracle or MySQL, the condition only matches strings that have the same capitalisation (case-sensitive). so that the condition matches strings that have any capitalisation (case-insensitive). For example "abc" matches "abc", "Abc", "ABC", etc. For case-insensitive filters, there is no difference if the attribute is also indexed. Whether or not the check box is ticked by default depends on the underlying table attribute property tab → Advanced section → Filter conditions are case-independent by default. This option affects the behaviour of filters for PhixFlow instances running on Oracle or MySQL databases. For PhixFlow instances running on a SQLServer database, filters are always case-independent.
	Display the filter picker. Click this icon to display a list of possible values to filter by. See Using Filter Pickers below.

Description Tab

Optionally, enter a description to explain the purpose of this filter.

Using Filter Pickers

If the table view that you are filtering on has Allow Filter Picker selected, then PhixFlow displays the

icon after the value field. To use a filter picker:

Click on the filter picker icon
to display a list of the possible values to filter on for that field.
Click to select one value, or Shift+click or Ctrl+click to select multiple values to use in the filter
Click on the tick in the bottom right to finish.
Alternatively double-click on a row to add that row to your selection and close.

To clear the currently selected values, click on the cross in the bottom left.

When you are constructing a column filter, the values displayed in the filter picker list have already been filtered by any table view:

background filters
table view filters
any other filter conditions.

When you have selected:

one value from the list, the filter condition changes to:
- either Equals
- or not Equals, when the selected condition is not Equals
multiple values from the list, the value field is automatically changed to an expression, and the filter condition changes to:
- either Is in
- or Is not in, when the selected condition is set to Is not in.

There are some scenarios where PhixFlow cannot generate the list of values for a filter picker list.

pivot views
where the underlying table data is aggregated

In these cases, PhixFlow automatically hides the icon

.

Column Filters

When you display a data grid, for example the default table view, you can apply filters directly to a column.

Hover your mouse pointer over the column header to display a
icon.
Click the
icon to open the filter options.
From the drop-down, select a filter condition.
Enter the filter value or click
to select a value from those present in the data.
To work in a larger space, for example to enter longer values or expressions:
- either drag the bottom right corner of the value box
- or click the
  Larger Editor button.
Set whether the value is a
or an
.
Optionally add further conditions and values.
Click Apply.

Columns that have a filter are marked with this icon:

.

You cannot apply a column filter to percentage aggregate values.

Filter Examples

Create prompt filter

You can create a filter that will prompt users to enter a value, and filter based on that. For example, if you have data which contains people's names, you could create a filter like:

Name contains _prompt.EnterName fx

Filter on Current User

If your data contains details of the user, you may be able to filter based on the currently logged in user. For example, to set a filter where the owner equals the current logged in user, add a condition to the filter:

Owner equals _user.name fx

Enter a list of values for an "Is In" or "Is Not In" filter

If you want to select a set of records which have a field set to one of a range of possible values you can do this by selecting the "Is in" or "Is not in" comparator from the drop down list and then simply typing the list of values into the edit box to the right of the comparator as a comma separated list like this:

Country Is in England, France, Germany ABC

Alternatively, you can enter the comparison value as expression:

Country Is in ["England","France","Germany"] fx

Filters on Data Views