Filter Data

There are several ways to select data. The report creator determines which of these are available to the Viewer user.

• Filters
• Visual Assist
• Query by Example (QBE) Line

Additionally, there may be filters that are being applied to the inquiry that are not displayed; these are also set up by the report designer. From the Home menu, you can click on Filter Selections to view all filter selections within that inquiry, regardless of whether they are displaying or not.

Filters

Filters, placed at the top of the screen, allow you to narrow down your inquiry results by selecting the data to be displayed. Each template has different filters, which are set up by the report designer. The filters shown below are those in the General Ledger Balances Template:

An asterisk (*) is a wildcard, meaning all selections will be returned for that filter unless a specific value(s) is entered.

Once you have tabbed out of the filter or clicked somewhere else, the filter will highlight in red if the selection is invalid. If you run the inquiry, you will receive a validation error that tells you which value(s) in the filter is not valid.

Filter data is verified using the model Business Unit(s) defined during the application configuration process. Therefore it is possible that the user may enter what they consider to be a valid entry, only for it to be rejected as being invalid. In such cases it is highly probable that the entry has not been included within the model business unit. This scenario can be avoided through the use of visual assists or account ranges.

Multiple filter selections can be made by using a comma to separate values. When multiple values are entered into a particular filter, the background color of the filter is changed to green. This is for visual purposes only and does not change any functionality. The only exception to this is when in Chinese input mode. In this case, Chinese characters, commas and colons are not recognized by filters. This is due to the comma and colon being different characters in Chinese punctuation.

When making multiple selections, each selection is validated. If any of the selections are invalid, the entire filter is shown in red. To determine which value(s) is invalid, hover over the filter to see a help message with this information.

There are four types of filters:

• Standard Filter - The most common type filter is the Standard Edit Filter; you can select data by typing directly into the filter or by using the associated Visual Assist to make selections. An example is the Object Account filter:

  

• Group Filter - Group filters are a special type of standard edit filter and share many common features, such as the option to type directly into the filter and use a Visual Assist. The unique aspect of a group filter is its ability to work with multiple sets of related items.

  Group filters are used to group items together - category codes, attributes, or subledgers. The below example shows how to make multiple selections from both Business Unit Category Codes 01 and 02. In this case, we are selecting values 100, 115 and 120 from BU Category Code 01 and values 210 and 220 from BU Category Code 02.

  

The entered group filter will be reflected in the values displayed in any associated component filter fields displayed for the inquiry. For example, entering above group filter will result in this being displayed in the Division field:



See below for details of the options that are available when typing in filters.

• Date Filter - The Date Filter allows you to select data based on a period or range of dates using from the From and To filter controls.
• Hierarchy Filter - The Hierarchy Filter allows you to select and apply selection criteria to any hierarchies that have been created:

  

There are two ways to select criteria in a filter:

• Manual entry.
  1. Click within the filter.
  2. Type in the value.
  3. To validate the value, click out of the filter using the left mouse button or press Tab to go to the next filter.
• Visual Assist.

More on Standard Filters

A standard edit filter allows you to input/select values for one data element. The following options can be used in standard filter fields. These can be used in any combination by separating each value with a comma.

Note: Filter fields that are used to define the amount columns (e. g. Period, Ledger & Year on the Balances Template) can only use single values or lists.

Filtering on Blank Text

BLK is the default setting for BLANK. The text can be used as a single value or as part of a list of values. This special text is configurable in Report Options, as is the setting for Missing Text.

Not Equals Filter Control

A “not equals to” filter can be applied either by typing in != or <> or by using the <> button:

The button applies the filter to all values in the filter field that do not already have this filter applied. For example:

If the symbol on the button is red, this indicates that a not equal to filter has already been applied to all the values that t cane be applied to.

Click to remove all of them.

The button will be disabled if the filters in a field include modifiers such as <,>,<=, and >= that prevent Hubble from changing to “not equal to” and “equal to” and back.

Group Filters

Right-click in a group filter to view and select from lists of available attribute and category codes and their respective descriptions:

Once a group is selected (such as BU Category Code 04), a standard column representing that group will automatically be displayed in the inquiry results.

Selecting specific values in a group filter - Once selected via right-clicking with the mouse, a syntax is created with a wildcard to show all values. Either manually type in values in place of the wildcard or use the Visual Assist to select specific values.

In the below example, we are filtering for records where:

Business Unit Category Code 1 = 100 or 115 or 120

AND

Business Unit Category Code 2 = 210 or 220

And/or logic when using multiple fields in a group filter - When multiple fields are included in the filter, it is possible to toggle between AND/OR logic by right-clicking on the filter and selecting the appropriate option. To uncheck the item once it has been selected, right-click on the filter and click on the item to unselect it.

Display Padding Characters Option when right-clicking on a group filter - This option enables the display of any leading spaces or zeros from the code for presentational purposes only. (Only the codes and attributes that have been chosen for inclusion are available for selection. This is set by profile in Administrator).

Date Filters

When the dates in a date filter are grayed out, it means that open-ended ranges are being used. When both the From and To filters are grayed out, as shown below, it means all the dates within the system are selected:

To change either the From or To date, follow these steps:

1. Check the box to the left of either the From or To filter:

   

2. Click in the filter and edit the date by doing either of the following:
   1. Type the date directly into the filter.
   2. Select from the drop-down calendar that appears when you click the down arrow of the filter. Once the calendar displays, you can also click the little arrows to the left and right of both the month and year to for more selections.

Combined Date Filter - This enhanced date control is only found on certain transaction inquiries in the General Ledger, Fixed Assets, Job Cost and Advanced Cost Accounting Modules when using weekly reporting:

Selecting Period modifies the filter controls to select Period numbers, and selecting Week modifies the filter controls to select weeks. This filter cannot be disabled as it is a safety feature to prevent the inquiry searching across the entire Account Ledger (F0911).

Note: The combined date filter defaults to the JD Edwards current period (General Accounting current period for company 00000).

Hierarchy Filters

There are two parts to the hierarchy filter:

1. The drop-down list on the left that allows you to select the hierarchy to use in the inquiry
2. The edit filter on the right that allows you to filter on specific components of the hierarchy (levels and/or items)

Viewing filter selections

In the Filter Selections dialog, you can view your filter selections.

1. On the Design menu in the Setup group, click Filter Selections.
2. In the Filters Selection tab, view all the filters currently being used to select the data returned on the inquiry.
3. In the Make Selections tab, change your filter selection as needed. This will update the filters in the main inquiry screen.