Filtering our data with an SQL expression

Contents

• Add a Filter
• Save View

In this lesson we will add a Filter node to filter our data with a SQL expression. We only want to keep AR open items not older then 2020 in our Accounts Receivable view (AR Open View).

At the conclusion of this lesson your Graphical View will look similar to…

Review the Help Portal for more information at Filtering Data.

Add a Filter

Still in the new AR Open View.

1. Click on the Projection node and select the Filter node option. A new filter node will be added.

   

2. Next click on the Filter node, then on Details to see the properties for the node where we will enter the expression.

   Document Type (BLART) equal to Customer Invoices (DR) or Billing Document Transfers (RV), and Clearing Date (AUGDT) equal zeros and Document Date (BLDAT) greater then 2019.

   

3. In the Expression box enter or cut and paste the filter expression and Validate.

   (BLART = 'DR' or BLART = 'RV' ) AND (AUGDT = '00000000' and BLDAT > '20191231')

   

Save View

1. Save your view before we continue.

   

Congratulations! You have a successfully added a filter to your graphical view.