Create a data query with Filter

You can use the Filter Records dialog box to create a data query. When you run the query, only the data that satisfies the selections you specify in the Filter Records dialog box display in the Results grid. The Filter Records dialog box can contain different options depending on the current module and view.

Guidelines about the filter dialog box

• When you open the Filter Records dialog box, it loads the current filter. You can change the current filter with the filter controls. When you click OK, AVEVA Production Management applies the new filter criteria to the data grid and views.

• Only the fields that are filterable appear in the Filter Records dialog box.

• The fields that appear also depend on the current View selection.

• Click Reset Filters to return the filter to the default filter for the current view.

Default filter

For most modules, the default filter is set to records where Sample Period is Current Year.

This default value is determined by the DefaultPeriod property configured for a basic user or user group in the project. This means that if you are a member of an Administrator user group configured in Studio and its DefaultPeriod property is set to Hour, in Production Analyst, you should see Hour as the default period filter.

Data types

Depending on the data type of the field, different rules apply.

• Filtering rules for String values

• Filter on Allowed values

• Filter on Boolean values

• Filter on Dates

  Note The Filter Records dialog box accepts work centers and work units.

To create a Filter query

1. On the toolbar, click Filter records . The Filter records dialog box appears and loads the current filter.

   

2. Under the Deleted, Confirmed, and Virtual sections, specify Blank, True, or False.

   • Blank - Includes records that haven't been set.

   • True - Includes records with a finalized status of True.

   • False - Includes records with a finalized status of False.

3. Click Sample Period to open the Sample Period picker. Define the date parameters of the filter query.

   Note: The period definitions available for selection are determined by the PeriodHierarchy property configuration in Studio for the user groups associated with the logged-in user.

   

4. Select other parameters as required.

   

   When you open a location picker, you can right-click a location in the hierarchy and use either the Select with parent or Select with children option.

   

5. When you have finished making selections, click OK.

   AVEVA Production Management applies the filter query to the data in the results grid.

Related topics

• Select View

• Use exact filtering on fields with string data type

• Use the toolbar

• Work in the Results grid