Working with Filters

You can use a Filter to retrieve standards or analyze data only for data points that meet the criteria you set for a traceability field, corrective action, bypass, date/time, or part number. You can also use a Filter to sort data in order by a value other than the date/time stamp.

Filters are stored in the program and can be used again to analyze data without having to create a new filter each time. They can also be edited and deleted.

To work with filters, the Quick filter check box must be cleared.

To

Do this

Turn on a filter

Select the filter name in the Available filters list, and then click OK.

Turn off a filter

Select the filter named All Data in the Available filters list, and then click OK.

Create a new filter

  1. Click New.

  2. On the Traceability Filter screen, enter a unique name for this filter, up to 40 characters long.  Use names that describe what the filter does.  Such names will be especially useful if you include the filter name on the report.

    Tip:      To see the names of existing filters, click the arrow at the end of the Filter Name box.

  3. See Setting the contents of a filter for help setting up the contents of the filter.

Create a new filter
based on the contents
of an existing filter

  1. Click the name of the existing filter in the Available filters list.

  2. Click Copy.

  3. On the Traceability Filter screen, enter a unique name for this filter, up to 40 characters long.  Use names that describe what the filter does.  Such names will be especially useful if you include the filter name on the report.

    Tip:      To see the names of existing filters, click the arrow at the end of the Filter Name box.

  4. See Setting the contents of a filter for help setting up the contents of the filter.

View or change the
contents of a filter

  1. Click the name of the filter in the Available filters list.

  2. Click Edit.

  3. See Setting the contents of a filter for help setting up the contents of the filter.

Delete a filter

  1. Click the name of the existing filter in the Available filters list.

  2. Click Delete.

  3. At the prompt to delete, click Yes.

 

Note: Do not use “Quick Filter” as the name of your filter. Creating a filter with this name may produce unintended results.

If you selected Analysis Mode 2 on Quick Chart Step 1, one more option is available:

After making your selections, click OK to keep your changes or Cancel to undo your changes.  You will then be returned to the Retrieval Options screen.

 

More:

Setting the contents of a filter

Using Quick Filters

Setting the Filter