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Filter Data in a Data Grid

Use the Preview and Place tab in the Business Rules pane to filter data in a data grid.

To filter data in a data grid

  1. Do the steps to Preview Account Placements. The Preview and Place tab in the Business Rules pane appears.

Data grid

  1. In the column to filter, click the Funnel icon. A list of options for the specified column appears.

Data grid - filter options

(All): If selected, AIM didn't filter the data.

(Custom): If selected, allows you to set custom filtering conditions.

(Blanks): If selected, AIM limits the data to accounts with a blank or null value in the specified column.

(NonBlanks): If selected, AIM limits the data to accounts that don't have a blank or null value in the specified column.

  1. Click any value other than (Custom). The list closes and the data is limited to the records that match the specified filter.

  2. To set custom filter criteria, do the steps to Set Custom Filter Criteria for a Data Grid.

Related Topics

Preview Options