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Filters: using 'logical operators'

There are many places in our system where you have the option to 'layer' filters to refine searches and quickly sort through your content, reports and data.

This article will explain how to:

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Where are the logical operators found?

In this image from the Report Builder, there are three filters pictured: report name, report type and report creator.

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The logical operators appear as blue text between filters. So, in this case, there are two logical operators, 'or' and 'and', hiding between the filters. 

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What are logical operators?

These logical operators connect the filters as a 'statement of truth' for which our system will provide all corresponding data when this data is true for this statement.

For example, take a look at the following image from the Report Builder...

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The reports which show above are only those which contain 'new' in the title or are a pathway activity report and they have been created by a user called TK.

The trick here is to think of the filters and logical operators as a full sentence you are asking our system to read, from start to finish, so that it only provides data which is 'true' when tested against all of the requirements of your query.

Another example:

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The report which shows above is a Group Training Agenda content type and contains the word 'safe' in the title and appears in the 'Safe Surgery Implementation: Introductory module [template]' Pathway.

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Understanding logical operators

 

1. And statements connect two filters as a 'package'.

  • 'and' = Data must match both filters connected by the 'and'.

    i.e. If the filters include 'title' and 'created by', then only those data sets which contain both the specified 'title' and 'creator' will show.

 

  • 'and not' = Data must match both the filters connected by the 'and not'.

    i.e. If the filters include 'title' and not 'created by', then only those data sets which contain both the specified title and were not created by the specified user will appear. 

 

2. Or statements create separate conditions for the search which are relevant in their own right. Or statements create a broader search net than 'and' statements.

  • 'or' = Data must match only one or the other of the filters connected by the 'or'.

    i.e. If the filters include 'title' or 'created by', then all data sets which match either the specified 'title' or were created by the specified user/s will show.

 

  • 'or not' = Data must match only one or the other of the filters connected by the 'or not'.

    i.e. If the filters include 'title' or not 'created by', then all data sets which show will either match the specified 'title' or they will be anything which was not created by the specified user/s.

 

The following video (22 seconds: no sound) shows how these logical operators change the list of reports which appear.

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Editing logical operators

The above video shows that you can edit a logical operator simply by clicking on it. The system will cycle through logical operator options. Once you have clicked enough times to reveal the logical operator you want, your job is done.

Article ID: xapimedE_20200120_2

 

 

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