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Filtering & Searching

Automatic Filter

Moving the mouse to the column name in a statement makes the filter symbol appear. If you activate by left–clicking, a window will appear that displays all the values in that column. Clicking on a specific value will apply the filter to that value. You also have the following options available:

  • Blank – The filter selects all empty values of all accounts in a given statement row;
  • Non Blank – The filter selects all non–empty values of all accounts in a given statement row;
  • Custom – This selection allows you to filter using the logic operators ‘and’ and ‘or’, depending on two conditions. For example, a filter can be created to display rows that meet the condition of a value in the column being greater than, less than or equal to two values.

 

Filter Row

GIDE also includes a sophisticated tool for fast filtering. Among other things, it lets you decrease the range or selection of the displayed accounts, and view only the accounts whose values correspond to a specific criterion. The filter row appears under the column names, and in it you enter what you want to search. The filter functions with a standard ‘starting with’ search, i.e. search for a text or number starting with that value in the column selected. A full–text search can be made by inserting the symbol * before the search criterion; this initiates a search for that criterion throughout the text or numbers and throughout the values in the column to which the filter is applied. You can also filter sequentially in multiple columns. The right mouse button can help with this, for cutting, copying and pasting the text in a filter etc.

 

Full–text Search

The full–text filter, which functions for an entire statement, is available to you when you right–click on the name of any column in a statement and select Show Find Panel. In the statement header, a search field will appear, where you can enter symbols, text or numbers you want to search for in the entire statement. The filter will search through all text and number strings, and display only those rows that contain the user–set values for the given criterion. The filter is applied immediately after editing or clicking on the Find button. The selection form field can be cleared by clicking on the Clear button.

You can remove the filter from the header by clicking on the X to the left of the search field, or right–clicking on the name of any column in the statement and selecting Hide Find Panel.

 

Advanced Filter

With the Filter editor (which is available by right–clicking on the name of one of the columns of the statement), you can construct fairly extensive search filters in the filter row above statements. With the advanced filter, you can construct even relatively extensive search filters for statements. This powerful tool lets you quite comfortably create a logic filter composed of multiple conditions for many columns in the statement. After you create the filter, you can apply it using the buttons Use or OK. The filter is switched off by right–clicking on the name of one of the statement’s columns, and then selecting Close filter.

 

The applied filter displays in the lower left part of the work area, where the filter can also be deactivated by unchecking the checklist field. It can be switched off by clicking on the X, or edited by clicking on the command Edit filter located in the lower right corner of the window; after clicking the filter Editor re–activates.

Tip: If you want to save your advanced filter settings, save in a new statement. (This function is accessible in modelling mode.)

 

Grouping

You can group by the values of selected columns using the function panel Group by this column. This is done by right–clicking on the heading of the column whose values you want to use as the basis for the group, and then selecting Group by this column. The filter row will then display over the column headings, and you can create a complex grouping by dragging and dropping the column heading into the grouping area above. Right–clicking on the column heading in this grouping panel will bring up a context menu for work with the columns as described above; other selections are also available:

  • Expand all – This opens up all groups you have created.
  • Collapse all – This closes all created groups.
  • Group Summary Editor – This displays a window that contains a list of all the columns in the statement. The Count selection will show the number of items in a group, among all groups. You can also select further display options for individual columns in the group: Max, Min, Average, and Sum (Average and Sum are available only for columns with number values). In the Order tab, you can set the order in which this information should be displayed.
  • Sort by Summary – You can sort groups by other criteria you have entered in the Group summary editor.
  • Un–Group – This selection switches off grouping.

An alternative way of grouping columns is using the Group by box selection, which is available after right–clicking on the heading of any column. To display a panel you can left–click and drag one or more column headings, depending on what data you want grouped. You can right–click on the grouping panel to hide the panel, switch off grouping, or expand or collapse the grouping.

Grouping by multiple columns will create a cascaded grouping; here the order in which the columns were added determines the order in the cascade. You can change the order by simply dragging the column heading in the grouping panel in front of another object. The order is graphically depicted as linked objects.