| | What is a "Condition" and how do I use it to filter a report or inquiry? |
| Cause | Some reports and inquiries let you add conditions (filters) to change the data they include. As an example, one possible set of conditions for a Job Cost report looks like this: - Transaction Type EQ Work billed
- OR Transaction Type EQ Retainage billed
- OR Transaction Type EQ Work/retainage billed
- AND Date Range EQ X
- AND Closed Job Condition EQ X
Note: OR conditions are before AND conditions. |
| Resolution | A condition has three parts: - A field or formula. You can use only the fields (or formulas) available in (for) the data you are working on.
- An operator, one of these:
- Equal to
- Greater (than) or equal to
- Less (than) or equal to
- Greater than
- Less than
- Not equal to
- A value. What you can choose here depends on the first part of the condition (field or formula).
If you have two or more conditions, you will be prompted to "Select a connector to tie the previous condition to this condition," using either AND or OR. For much more information on conditions, open a Conditions dialog box and choose Help. To use conditions: - Click on the button that says Condition. A Condition Selection dialog shows you the conditions that are already included on the report.
- To delete a condition, highlight it and choose Delete
- To edit a condition, highlight it and choose Change
- To add a new condition, choose Add
- Choose Help to see detailed information about using conditions
- If you chose Add or Change you will see a dialog that lets you choose or adjust the Field (or Formula), then an Operator, and then a Value.
- If this is the second or later condition you will also be asked to select a connector:
- AND means "both of these conditions must be met" for data to appear
- OR means "either of these conditions must be met" for data to appear
- For conditions to appear correctly, all OR conditions must be added before AND conditions
- Choose OK to apply your changes to the current condition and return to the list of conditions.
- Choose OK when you have finished adjusting conditions.
- Run your report or inquiry to make sure the conditions are working as you intend.
DocLink: Report says "No information to print" (Condition returns no results) DocLink: How do the AND and OR separators work in report or inquiry conditions? DocLink: Why are my conditions not working properly? (Reports or Inquiries)
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