Use filters to refine the view shape

On the Select Data page, you often start by adding a single asset or event frame to the search shape. You can then use filters to extend that shape to other assets or event frames. You click the icon to open the Edit Filters dialog box. The following screen shot is the Edit Filters dialog for an asset view shape.

Note: The example in this section discusses the edit filters for an asset view shape. Event frame filters have conditions with similar names and the behavior of the filters is the same as asset view filters.

Edit Filters dialog for an asset view shape

The screen shot identifies the filter and the conditions that comprise it.

You may search based on one or more of these conditions. All selected conditions must be met in order to qualify as a match. For example, in the screen shot, the Asset Name and Asset Template are both selected and both conditions must be met to find a match. Only assets whose name is MS301:Anne North:T1 and are based on the MS Transformer template will appear in the Matches pane.

For event views, the filter conditions are named Event Name, Event Template, and Event Category. However, the behavior of the filters is the same as it is for asset view filters.

You can expand your search to include more possible matches by adding filters. You click the plus (+) sign to add another set of filters.

Note: Use the scroll bar to scroll down and see any additional filters.

Each filter consists of a set of Asset Name, Asset Template, Asset Category conditions that function as AND conditions. Each selected condition in the filter must match to qualify an asset as a match.

If there are two or more filters, then the conditions of either filter need to be met to qualify an asset as a match.

Returning back to the example, a second set of filters is added and the Asset Name condition is set to DrillBit*.

Second filter in asset view

The PI Integrator Framework service searches the PI AF server:

• Using the first filter, it looks for any asset whose name is MS301:Anne North:T1 and is based on the MS Transformer template.

• Using the second filter, it looks for any asset whose name begins with DrillBit.

The search returns any assets that meet either of these conditions. Therefore, multiple filters function as an OR filter.