Introduction to Filters: Tips 1-4

Introduction to Filters:

The following notes are based off the Filter Training Videos.

Please watch our filter videos to attain a comprehensive understanding of the material here.

Filter Tip #1:

Admire is used to STORE & RETRIEVE data, Filtering is about data RETRIEVAL.

• Filtering is used in the following Admire screens:
  • Report Wizard
  • Mail Merge
  • Advisor (which is based off of RW or MM)
  • Data Maintenance Screens
  • Admin/Browsers Screens (e.g. Student Browser)

Filter Tip #2:

When using these screens in Admire you are telling it TWO things: 1. Which Fields to Display 2. Which criteria to use to limit the data to what you want.

1. Which Fields to Display:
   1. This is always done
   2. They are called "RPT_ID"s in Admire (Report Ids)
      How are you showing "Which Field to Display" on all the above mentioned screens?

      Report Wizard - by which Report/Update/Export you choose (Step #2)

      • Mail Merge - by which Mailing you choose
      • Data Maintenance Screens & Admin/Browser Screens - what lookup format you select 
      What is a "Field"?

      This is similar in concept to the farmer's field (he has 1 field for corn and another for wheat).
      Fields in Computer Language refer to a part of a record, representing an item of data.
      For example a field can be "LastName" or "Payment Date".  

      • The LastName field includes all the Last Names of the accounts in your Admire database.
      • Payment Date field includes all the Dates of all the Payment entered into your database. 

      Some fields are more self explanatory then others.
      

      
      You can think of filtering as harvesting the crop in the fields - showing your ripe databases fields inside your silo!  
      Ripe would mean the data you wish to see (unripe is the data you wish to leave out), while the silo is your Admire screen or Report/export.

      
      

2. Which criteria to use to limit the data you want to see:
   1. This is what we call "FILTERING"!

Filter Tip #3:

Filtering makes more precise and narrows down to select the data you want to see.

Filter Tip #4:

It is important to read the filter sentence to understand what your filter means!

Let's breakdown the filter sentence so you can understand it in normal English:

PART ONE of Sentence (Red Box): "This criteria set will query any records that"

• "This criteria set" = What we are now about to filter
• "will query" = will pull or will bring onto the report/screen
• "any records which" = anything that matches the field you have selected from the Filter Sections sidebar (e.g. Accounts)

PART TWO of Sentence (Purple Box): "have/do not have a single"

• In this part of the sentence you get to select either
  • "have" = it must meet what you set in the filter to pull
  • "do not have" = it cannot have this in order to pull
• "a single" = at least one of the following
• Now you can select the entity - (Green Box) - this will be explained further in Tip #6

PART THREE of Sentence (Blue Box):

• "which meets the following criteria." = only allow data that matches what we put in the filter grid below.

Example:

We are now filtering to pull any Accounts that have a Default Address in Lakewood: