Tuesday, 31 May 2016

Swapping views by categories (parameters) - Filtering a view according to a category selection (filter)

filtering a view according to a category selection:

 

Option 1- Using Filter Shelf Selection

 

1. Locate the field that the view would be filtered by, in this case it would be Category 2. Drag this field, Category, onto the Filter Shelf 3. Right-click the field in the Filter Shelf and select "Show Filter"

4. Select the number of Categories that will affect the view 5. If desired the selection box can be formatted to show different selection methods by right-clicking the box

 

Option 2- Using a Parameter

 

1. Create a new Parameter

2. Select String for Data type

3. Select List

4. From 'Add from Field'  select the desired field, in this case Category 5. Select Ok 5. Drag the field selected above, Category, onto the Filter Shelf 6. Select Use all on the General Tab 7. Move to the Condition Tab 8. Select 'By formula' and type the following

 

[Category]=[Parameter Created Above]

 

9. Click ok

10. Right-click the parameter from the left hand pane and select 'Show Parameter'

 

Using any of the two options above will allow for the selection of a category to filter the current view. Please see the following articles for further information on filtering a view:

 

Show Filters in the View


 

Changing Views Using Parameters


 

Filters Shelf