Filter Editor
The Filter Editor provides an efficient method for applying filters to external data sources defined by a Business Rule through a Data Adapter.
Data Adapter
A Data Adapter is required to gather information for the Filter Editor. Column names and data types are pulled from the first data table. A second data table can be created if the column display names must be altered.
NOTE: The second data table must contain the same number of columns and be in the same order as the first table. Only column definitions, not data, need to be in the second table.
Follow these steps to create a Data Adapter for Filter Builder:
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Define the Data Table using a Business Rule with C# or VB.
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(Optional) To alter the Filter Editor column names for display, create a second Data Table and define new column names.
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Create the Data Adapter and attach the Business Rule using the Method Command Type.
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Create the Filter Editor dashboard component.
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Attach the Data Adapter and define the properties.
Settings
Customize your filter editor settings from the Component Properties tab.
Date Filter Format
Use the drop-down menu to select a format for the appearance of data in the filter builder.
Output Format
Change the output format to JSON or XML.
Enable Apply Button
When True, this property enables users to build the formula and manually select when to apply it. When False, the filter runs automatically after each session.
Enable Clear Button
When True, this property enables users to use the Clear icon to clear the entire editor at once. When False, this property removes the Clear icon and users can only delete a single formula at a time.
Build the Filter
Navigate to Application > Workspaces > Maintenance Units > your targeted Maintenance Unit > Dashboard Groups > Dashboard. Click theView Dashboard
button.
Filter your data using the Filter Editor.
Build your filter using operators And, Or, Not And, and Not Or as part of a Condition, Group, or Custom Expression.
Click the + button to add a Condition. Use the drop-down menu to select a Condition, Group, or Custom Expression. Click the x button when hovering over a condition to delete that line item.
Click Apply to filter your data based on the filter. Click Clear to remove the entire filter.
Click each box for a valid drop-down menu of choices or for the ability to enter text.
NOTE: Select Add Custom Expression to display the Expression Editor dialog box. Double click each selection to build your expression and then click the OK button. Click Apply to run the filter.


