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Portfolio Manager Help
Set a Query Condition to Optional or Required
Use the Conditions pane in a query window to set a query condition to optional or required using Boolean operators (OR, AND). The query designer sets conditions to "required" by default. If a query has a single condition, the query requires that condition and you cannot set it to optional. If a query has more than one condition, you can set each condition that follows the first condition in the list to required or optional. For more information, see Boolean Operators.
To set a query condition to optional or required
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With a query window open, go to the Conditions pane.
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To change the query so that only one condition has to be true for an account to appear in the query results, do one of the following:
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Click the second condition and then, in the toolbar, click the OR icon.
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Right-click the second condition and then click Set Condition Optional.
The condition changes from "and" to "or."
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To change the query to require both conditions for an account to appear in the query results, do one of the following:
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Click the second condition and then, in the toolbar, click the AND icon.
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Right-click the second condition and then click Set Condition Required.
The condition changes from "or" to "and."