Filtering enables you to further refine your search by applying operators such as greater than, less than, like, or between to the columns displayed in the DMC. For example, in the Contacts DMC, you could search for records that contain the word “Drive” within their Address.
To see the filter menu, click on the left-hand icon in the cell underneath the column heading you’d like to use in your search. The current menu selection will be highlighted. The following figure shows the filter menu.
Figure: DMC Filter Menu
The following table describes the filter options.
Menu Option | Description |
---|---|
Equals | Displays all records with values equal to the value you enter in the selected column. |
Does Not Equal | Displays all records with values that do not equal the value you enter in the selected column. |
Less Than or Equal To | Displays all records with values less than or equal to the value you enter in the selected column. |
Less Than | Displays all records with values less than the value you enter in the selected column. |
Greater Than | Displays all records with values greater than the value you enter in the selected column. |
Greater Than or Equal To | Displays all records with values greater than or equal to the value you enter in the selected column. |
Like | Displays all records that include the value entered. This is used when the surrounding text might be unknown. For example, searching for LIKE “*Proposal*” will find “Requested a Proposal be sent.” Note: For the Enterprise edition, use “%” instead “*” for the Global character.” |
Matches Regular Expression | Will do a regular expression comparison of the column's value to the comparison value taking comparison value as regular expression string. |
Starts with | Displays all records with values that start with the value you enter in the selected column. |
Contains | Displays all records with values that contain the value you enter in the selected column. |
Ends with | Displays all records with values that end with the value you enter in the selected column. |
Does not start with | Displays all records with values that do not start with the value you enter in the selected column. |
Does not contain | Displays all records with values that do not contain the value you enter in the selected column. |
Does not end with | Displays all records with values that do not end with the value you enter in the selected column. |
Does not match | Displays all records with values that do not match the value you enter in the selected column. |
Not like | Displays all records that do not include the value entered. This is used when the surrounding text might be unknown. For example, searching for Not LIKE “*Proposal*” will find all entries that do NOT have the word “proposal” anywhere in the text. Note: For the Enterprise edition, use “%” instead “*” for the Global character.” |
To Apply a Filter:
This one minute video will show you how to use filters to refine your data.
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