Filters/Queries in the Desktop and Dashboard
Filters and Queries: Desktop and Dashboard
In this workbook we will discuss the intricacies of creating advanced filters and queries. We will
demonstrate the different types of queries and how to retrieve the data that you need. We will also
discuss creating filters for the dashboard and how this differs with creating filters in the desktop.
Examples will be provided to aid you in creating your own filters in the dashboard and the desktop.
Table of Contents
Advanced Filters in the Desktop ........................................................................................ 2
Defining Relationships ................................................................................................. 2
Properly Formed Queries ............................................................................................. 2
Creating Filters using “or” ........................................................................................... 3
String Values ............................................................................................................ 3
Boolean Fields .......................................................................................................... 3
Date Fields .............................................................................................................. 3
Querying for Null and Non-Null Values ............................................................................. 4
Wildcards in Filters .................................................................................................... 4
Advanced Filters and Crystal Reports .............................................................................. 5
Conversion Convention Examples ................................................................................ 6
Special Keywords ....................................................................................................... 6
Examples:................................................................................................................ 8
Additional Information ................................................................................................ 9
Special Filters for the Dashboard ..................................................................................... 10
Acquiring Filters ...................................................................................................... 10
Restrictions ............................................................................................................ 11
Advanced Filters: Web vs. Desktop ............................................................................... 11
Web Application Filter Examples: ............................................................................. 11
Desktop Application Filter Examples: ......................................................................... 11
Default Joins .......................................................................................................... 12
Filtering on Child Records .......................................................................................... 12
More Filter Practice ................................................................................................. 13