Filter Functionality

New filter functionality 24Oct26

Existing fucntionlaity provides various filter levels to control what is displayed.

Filters can be applied at the Workbook level, see (1) below and affect the entire workbook

Or they be applied at the Report level, see (2)below and affect on that report tab.

Pre-existing filter functionality would show all values in a pulldown window and provide a search feature. The search will match to text in any part of the filter list

Screenshot 2026-10-24 at 6.36.13 pm.png

So entering "su" will highlight lines with that in their text and this is not efficient in a long list

Screenshot 2026-10-24 at 6.42.35 pm.png

A new filter icon now provides individual filter for specific fields and also provides several matching options. You press the filter icon (1) to display the individual field search window and you click the magnifying glass (2) to select the type of matching

Screenshot 2026-10-24 at 6.36.24 pm.png

Filters with multiple fields are now displayed as separate fields.  Depending on the filter the field order and filter box size is configured diffently. For Item you would normally want the Number and the Name.  Here is the Item Filter example.

Screenshot 2026-10-24 at 6.36.50 pm.png

Using the filter icon and the matching options convenient search can be conducted. Here we set the filter on and select matching on the ItemName on text that ends with ...

Screenshot 2026-10-24 at 7.01.00 pm.png

 

and if we enter "Carbon" we only get those fields that precisely match

 

 

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