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Portfolio Manager Help
Custom Filter Operations
The following table describes the operators that are available when setting custom filter criteria for a data grid. The operators available for a data item are based on the item's data type.
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Operator |
Description |
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Equals |
Retrieves accounts where the data matches the specified value. |
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Does not equal |
Retrieves accounts where the data does not match the specified value. |
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Less than |
Retrieves accounts where the data is less than the specified value. This operator is for date and numeric data types only. |
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Less than or equal To |
Retrieves accounts where the data is less than or equal to the specified value. This operator is for date and numeric data types only. |
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Greater than |
Retrieves accounts where the data is greater than the specified value. This operator is for date and numeric data types only. |
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Greater than or equal To |
Retrieves accounts where the data is greater than the specified value. This operator is for date and numeric data types only. |
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Like |
Retrieves accounts where data matches the specified pattern. This operator is for alphanumeric data types only. |
|
Matches Regular Expression |
Retrieves accounts where the system stores data in the specified format. This operator is for alphanumeric data types only. ^[A-Z] finds all values in uppercase character format only. ^[0-9] finds all values in numeric format only. ^[A-Za-z] finds all values in mixed case character format. ^[A-Za-z] finds all values in mixed case character format. ^[^0-9]+$ finds all values with a numeric format and dollar sign. ^[A-Za-z0-9] [A-Za-z0-9_]*$ finds all values of mixed case and currency. |
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Starts with |
Retrieves accounts where data starts with the specified character or characters. This operator is for alphanumeric data types only. |
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Contains |
Retrieves accounts where the data contains the specified character or characters. This operator is for alphanumeric data types only. |
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Ends with |
Retrieves accounts where the data ends with the specified character or characters. This operator is for alphanumeric data types only. |
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Does not start with |
Retrieves accounts where the data does not start with the specified character or characters. This operator is for alphanumeric data types only. |
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Does not contain |
Retrieves accounts where the data does not contain the specified character or characters. This operator is for alphanumeric data types only. |
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Does not end with |
Retrieves accounts where the data does not end with the specified character or characters. This operator is for alphanumeric data types only. |
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Does not match |
Retrieves accounts where the data does not match the specified character or characters. This operator is for alphanumeric data types only. |
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Not like |
Retrieves accounts where the data is not like the specified pattern. This operator is for alphanumeric data types only. |