Setting up a filter

Filters allow you to select specific data within a file that you want to be included in the calculation for the chosen calculation input (e.g., purchases).  To set up a filter:

  1. Click on the filter button and the filter options panel will be displayed.

  1. The following table displays the column data header options that you can use to filter your data, along with filter type options associated with them.  

Column data options

Filter / Rule type

Type

Account

Reference

Details

  • Does not match

  • Matches

  • Includes

  • Excludes

  • Starts with

  • Ends with

Date

  • Does not match

  • To

  • Matches

  • From

Gross

VAT

Net

  • Does not match

  • Matches

  • Less than

  • Less than or equal to

  • Greater than

  • Greater than or equal to

 

  1. Click on the Column data drop-down list and select the column header you wish to filter by.

  2. Click on the Filter/rule type drop-down list and select the type of filter you want to use.

  3. Click into the search field and type in the criteria of the data you wish to filter by.

 

In the above example we have chosen to filter by the Account header for data that matches the description “Revenue – licence fees (1100)".

Below each filter are the sub-totals for Ne4t, VAT, and the number of rows within the filter results. These subtotals can aid the reconciliation back to the expected results.

OR conditions can be incorporated into the search criteria via separating commas, instead of creating another filter.

In the above example we have chosen to filter by the Account header for data that matches the description “Revenue – licence fees” OR “Revenue - project work (2100)” via the use of a separating comma between the criteria.

You can view your filtered data by clicking the Preview button.  This will display your data file and will highlight your filtered data in green.  To exit the preview, click on the X button in the top right-hand corner of the panel.  This will take you back to the Map files tab.

If the desired search criteria itself contains commas, speech marks should be used to encase the search criteria.

You can add another rule to the existing filter via the + Rule button. Please see the Adding a rule section for further details.

Having added your filter, you can now use the add another filter button to create a separate OR condition if required.

To delete a filter, click on the Delete button.

 

 

 

 

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