COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Filter Functions Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo SUMMARY: Column Filters are pre-defined Filter Criteria which are set up through Column Properties. Once set up, they are easily available for recall whenever the User requires them. BEST SUITED: Since Column Filters are available for recall whenever required, they are best suited for applications where they will be required on a frequent basis. Column Filters may be viewed through the Filter Panel, meaning that their Availability and Application becomes highly visible. It is also possible to Retain their Filter Criteria within the Saved Screen Function. DISADVANTAGES: Column Filters are not inherently available from the system. The User must pre-configure them by defining each Filter through the respective feature within Column Properties. ‘CREATING NEW COLUMN FILTERS’

COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Filter Functions CREATING NEW COLUMN FILTERS Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo This Tutorial demonstrates how to Create New Column Filters. For a more In Depth explanation on: Filter Functions within Integrator …refer to the ‘Use Filters’ Tutorial. This is available by Right Mouse clicking in the bottom section of the Browser screen, giving access to the Show Me How To… Tutorials.

COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Filter Functions CREATING NEW COLUMN FILTERS Column Filters are created through the Column Properties feature of Integrator. Access to the this feature may not be available to all users, this will depend upon the Security and Access Rights set up by the Programme Manager. If available, Column Properties are accessed by right mouse clicking the appropriate Column Header – for instance Salary… Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Filter Functions CREATING NEW COLUMN FILTERS Left mouse clicking Properties launches the Column Properties feature… This feature of Integrator is effectively the ‘Engine Room’ for the Browser display – this is where the parameters are configured for What Data is displayed and What Format it appears in. In the case of Column Filters, selecting the Filters tab gives access to Add, Delete or Amend the Column Filters… Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Filter Functions CREATING NEW COLUMN FILTERS Currently, in this example, there are not any Column Filters set up. (Shown as 0/0)… Suppose we wish to set up three Column Filters, for example: Salary Less than £15,000 Salary between £15,000 and £25,000 Salary Greater than £25,000 The first action is to create the Column Filter for Salary less than £15,000 – this is initiated by the Add New Filter icon… Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Filter Functions CREATING NEW COLUMN FILTERS Clicking the Add New Column Filter icon creates the first new filter (shown as 1/1) and gives access for Data Entry… The first action is to input the Description – in this case ‘Less Than £15,000’… The next section, Category, enables the user to sub-categorize the Salary Filters in the Filter Panel. (Refer to other Help Details for an explanation of the Filter Panel.) The Show in Filter Panel tick box will determine whether or not this Column Filter will be displayed within the Filter Panel. The Show on Menu tick box will determine whether or not this Column Filter will be displayed when using the Drop Down Menu by left mouse clicking on the Column Header. Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Filter Functions CREATING NEW COLUMN FILTERS The next action is to create the formula for the filter. If the user is proficient, they may unlock the key and simply type the formula in the field below… Alternatively, they may use the Filter Expression Builder … Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Filter Functions CREATING NEW COLUMN FILTERS Left mouse clicking the Expression Generator icon launches the Filter by Form screen… This gives access to the various Fields available for Filtering… … and to the individual Filter Expression Generators. Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Filter Functions CREATING NEW COLUMN FILTERS There is an option to limit the list of Fields to Common Fields or to display All Available Fields. Although it is possible to create Filters for alternative Fields, for ease of use it is prudent to keep Column Filters relating to the data of the Column they are created in. In other words, keep Column Filters created in the Salary column to formulae relating to Salary. That way, when looking for Column Filters which relate to Salary, users will know to look in the Salary column. Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Filter Functions CREATING NEW COLUMN FILTERS The following example illustrates how the Formula may generated for Salary being Less Than £15,000… Firstly, find the Salary Field (open up the display to All Fields if necessary). The next action is to generate the expression for the field Salary… Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Filter Functions CREATING NEW COLUMN FILTERS Clicking on the icon launches the Get Value(s) form… The options available for the Operator are extensive, being: = (Equal to) >= (Greater than or Equal to) <= (Less than or Equal to) == (Exactly Equal to) Begins With Ends With Contains Sounds Like In List Between There is also a Tick Box to put a ‘Not’ before the expression. Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Filter Functions CREATING NEW COLUMN FILTERS In our example, we are looking for Less Than £15,000, so the choice of Operator should be Less Than or Equal to (as shown)… …and the Value(s) specified should read … Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Filter Functions CREATING NEW COLUMN FILTERS Clicking OK generates the formula for Less than or Equal to ‘£14,999.99’ within the Salary field… Clicking OK on the Filter By Form applies this Formula to the Column Filter being generated, completing the first of the three filters in this example.. Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Filter Functions CREATING NEW COLUMN FILTERS In exactly the same manner, the remaining two filters are generated, giving the series of three Column Filters as illustrated… Clicking OK on the Filter By Form applies this Formula to the Column Filter being generated, completing the first of the three filters in this example.. Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo

COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Human Resources COPYRIGHT © 2008 – APEX SOFTWARE LTD. ALL RIGHTS RESERVED Filter Functions CREATING NEW COLUMN FILTERS Clicking OK on the Column Properties closes the form, after which the Filters may be accessed as required… Keyboard ‘Down Arrow’ = Go forward Keyboard ‘Up Arrow’ = Go back Keyboard ‘ESC’ = Exit this Help Demo