Filter Grouping

This option is used to execute the filter conditions in a specific order by applying the parenthesis at the appropriate position in the filter conditions.

Scenario

Consider that the Telematics Support Manager wants to create a view for "Open Incidents for GOLD AMC" with the following conditions.

• ServiceLevel = 'GOLD'

• Incident Status either "Waiting" or "InProgress"

The condition can be as given below:

ServiceLevel = 'GOLD' and Incident Status either Incident Status is "Waiting" or "InProgress"

In this filter, we first need to evaluate the condition Incident Status is "Waiting" or "InProgress". Later, we need to join it with the ServiceLevel = 'GOLD'. The filter condition is given below:

((ServiceLevel = 'GOLD') and (Incident Status = "Waiting" or Incident Status = "InProgress"))

If we do not specify the order of execution (by putting the parenthesis) the condition might get evaluated as follows and may result in invalid data:

First the filter gets executed for the condition given below :

ServiceLevel = 'GOLD' and Incident Status = "Waiting"

And then it gets executed for the condition given below:

Incident Status ="InProgress"

Hence, it is very important to add the parenthesis to get the required grouping.

To create a Group Filter

1. Create a new view with the name Open Incidents for Gold ABC. Follow steps 1- 4 from the previous section to create a new view.

2. In the Filter Columns field, click Show items only when the following is true radio button.

   The Show items only when the following is true fields appear on the screen.

3. Select Business Unit from the Show the items when column drop-down list.

4. Select the is equal to filter condition from the drop-down list.

5. Select the Value from the drop-down list.

6. Type ABC Corporation in the empty field.

7. Select the and radio button to add additional filters. By default, the Or button is selected.

8. Add another filter by selecting Service Level from the When column drop-down list.

9. Select the is equal to filter condition from the drop-down list.

10. Select the Value from the drop-down list.

11. Type Gold in the empty field.

12. Add another filter by selecting Incident Status from the When column drop-down list.

13. Select the is equal to filter condition from the drop-down list.

14. Select the Value from the drop-down list.

15. Type Waiting in the empty field.

16. Click the Show more Columns to get more columns.

17. Click Or and add another filter for the Incident Status, with value as Inprogress.

18. Click the Set Filter Order tab to get all the filter conditions.

19. To group the filter conditions of the Incident Status, add an open parenthesis '(' after And and a close parenthesis ')' at the end of the filter conditions.

    For example: Business Unit = ABC Corporation And (Incident Status = Waiting Or Incident Status = Inprogress)

20. Click the Validate button to validate the expression. If any parenthesis mismatch is found, an error message pops up. If no errors are found, then the Validation success message pops up on your screen.

21. Click Create View to view the Incident Status of the ABC Corporation.

22. To see the view, choose the Open Incidents for Gold ABC view from the Create View drop-down list.