Setting Additional Criteria

Objective

After completing this lesson, you will be able to add another criteria to limit data displayed.

Additional Record Selection Criteria

Your report may require more than one field to filter on. For example, you may want to choose a few specific clients in couple of regions who sold over $30,000.

To do this, you would create additional tabs and set each filter as necessary.

The image shows a software dialog box titled Select Expert -- Record, where a user is creating a filter condition specifying that Customer.Last Year's Sales must be greater than 30,000 and the Customer.Country must be either Canada or USA, with options to create new filters, delete, browse criteria, and edit the formula, which is displayed in a text editor below the selection fields.

The Select Expert ensures that only the fields that meet all criteria are included in the report.

Filter Data with the Select Expert

In this exercise, you will filter data using the Select Expert.

ExerciseStart Exercise

Summary

To filter reports on multiple fields, create additional tabs and set each filter accordingly.
The Select Expert tool ensures that only the fields meeting all criteria are included in the report.

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