Adding a rule

1. To create the AND condition for your filter, click on the + Rule button and the option panel is displayed.

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

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

4. Click into the third box and type in the details of the data you wish to filter by.

In the above example we have chosen to add a rule that will further filter our data by the Gross header for data for purchases that are greater than 100.00.

Again, 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, excluding any data that does not meet the additional rule you have set up.  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.

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

To delete a rule or filter, click on the Delete button.

When you have finished, move onto the next calculation input in your list and continue to map your files and set up filters and rules as required.

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