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Lesson 6: Filtering the Data (Report Builder 1.0)

Filters allow you to exclude data from the report. Apply filters when you want to view data that meets your specific criteria.

To apply a basic filter

  1. On the Report menu, click Filter.

    The Filter Data dialog box opens.

    Note

    Alternatively, you can open the Filter Data dialog box by clicking the Filter button on the Report toolbar.

  2. From the Entities list, drag the Territory entity to the filter area on the right.

  3. Click equals and then select In a list.

  4. Click no values selected.

    A list of territories appears.

  5. Select the following check boxes: Central, Northeast, Northwest, Southeast, and Southwest.

  6. In the Entities list, select Sales Order.

  7. From the Fields list, drag Ship Date to the filter area.

  8. Click equals, and then select From…To.

  9. In the from unspecified box, type 1/1/2003.

  10. In the to unspecified, type 1/15/2003.

  11. Click OK.

You have successfully applied a simple filter to the data. Next, you will run the report so that you can see your report design with the actual data. See Lesson 7: Running a Tabular Report (Report Builder 1.0).