Create or modify a filter

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Create or modify a filter

Filter creation or modification can be done in the filter editor.

The buit-in Filter Editor dialog allows to build filter criteria of any complexity using the tree-like filter builder interface.

 

The filter editor consists of two parts. The first one is the editor itself and the bottom text box is the name of the filter.

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By default, the Filter Editor displays filter criteria as a tree where individual nodes represent simple filter conditions. The root node is the logical operator combining all conditions. Any filter condition consists of three parts: a column name, criteria operator and operand value.

To add a new filter condition, click the plus button next to the root node. This can also be done by clicking the logical operator and selecting Add Condition.

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Select the column name from the list. For example Asset Category.

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Then use the Equals and select the Stock from the drop down list.

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Click on the small plus sign and add another condition. Select Net Profit And Loss from the drop down list. Select Is greater than as criteria. Enter zero as value.

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Give a name to the filter and click on the save.

The newly created filter filters for the profitable Stock positions.