To assign and remove multiple selection filter values for a summary table:
Click 
from the page toolbar to display the Environment
page, and then click the Filter Settings
tab.
Click 
in the Qualifier
column that corresponds to the field on which you want to filter, and
then select In from the list of
available options.
Qualifiers are Boolean operators used in conjunction with both the Filter and Value(s) columns.
Click 
in the Value(s) column to
display the Select Filter Values
for <Filter> page for you to define a specific value or values.
<Filter> in the page title
is replaced with the name of the current filter name. For example, to
filter on a specific account, select the corresponding In
qualifier. <Filter> is replaced with Account and the Select Filter
Values for Account page displays when you click .
All values for the field are available to be filtered on and initially display in the Available Values box. To filter on any of these values, they must be assigned. Once they are assigned, they display in the Selected Values box. To not filter on an assigned value, you must remove it from the Selected Values box. There are several ways to assign and remove values:
To select values individually, select the activity in the Available Values box and click Add to assign a selected available value to the Selected Values list. The selected value now displays in the Selected Values box. Repeat this for each value you want to select.
To select all the values associated with a specific filter, click Add All. All values now display in the Selected Values list.
To remove a previously assigned values, select the value in the Selected Values box and click Remove. The value being removed now displays in the Available Values list.
To remove all previously assigned values, click Remove All to clear all assigned values. All values now display in the Available Values list.
Click OK to update the Value cell with the filter value(s).
Click OK on the Environment page to display the summary table with the filtered data for this session only. You can also save and cancel filter settings from this page.
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Click: |
To: |
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Save the filter(s). Refer to Save Environment Settings for details on saving filters. |
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Cancel any changes made to the Environment page. |
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Revert to your previously saved filter settings. |
