Mastering Filters in Business Central
Since now we talk and do the demos only on Dynamics 365 Business Central, I thought to actualize an old post already done, long ago, for Dynamics NAV and related to the use of filters.
Unfortunately, Advanced Filters and Saved Views are still missing: we await them, as planned, in the October update! We’ll see at Directions!
The post will be updated and integrated later when these features will be made available.
Welcome to Filters in Business Central
There are two types of filters available: the first one is using the magnifying glass while the second filter can be applied directly on the column to be filtered.
The filter with the magnifying glass is not as complete as that which can be applied directly on the column.
It is not in fact able to filter all the special symbols.
I recommend using the magnifying glass only if there is a specific date, name or number (not an amount).
How filters work: “Filters IN ACTION”
Example: how to filter an open sales order of a specific customer in a range of dates
Open sales orders, click on the dart and then “Filter”
Enter the customer’s name and press “OK”
Now you see all the customer’s open sales orders
To this filter apply a second filter on the date
Now you only see the sales orders opened in the specific date range
To remove the filters (the filters must be deleted one at a time)
You can enter all numbers and letters in a filter. It’s also possible to insert some special symbols to further filter the results.
In the following examples the filter will be used directly on the column.
#1 (..) Interval
“101005..101010” Records with numbers from 101005 to 101010 are displayed
“..101009” Records are displayed up to and including 101009
#2 (|) Or
“101005|101008” Records with numbers 101005 or 101008 are displayed
#3 (<>) Different from
“<> 101010” All records are displayed except those with the number 101010
#4 (>) More than
“>101009” Records greater than 101009 are displayed
#5 (>=) Greater than or equal to
“>= 101009” All records greater than and equal to 101009 are displayed
#6 (<) Less than
“< 101009” All records less than 101009 are displayed
#7 (<=) Less than or equal to
“<= 101009” All records less than and equal to 101009 are displayed
In the next examples the magnifying glass filter will be used but also these special characters can be applied directly on the column filter.
#8 (@) Without distinction between upper and lower case
@ada* All records starting with ada are displayed without distinction between upper and lower case
#9 (*) An indefinite number of unknown characters
ou All records containing the text “ou” are displayed
*ou All records ending with “ou” are displayed
#10 (?) An unknown character
Compression format expressions
“101005|101010..101012” Includes any record with the number 101005 or with a number between 101010 and 101012
“..101007|101011..” Includes records with a number less than or equal to 101007 or a number equal to 101011 or greater, that is, all numbers except those between 101008 and 101010
Warning: this is a type of filter that can’t be applied with the magnifying glass
“>101007&<101011” Includes records with numbers greater than 101007 and minors 101111
Saved Views and Advanced Filters
..And now we are waiting for.. “Saved Views and Advanced Filters” in Business Central