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Filters in Dynamics 365 F&SCM (F&O)-All that you need to know

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What is Data Filtering?

Data filtering is choosing a minor part of your data set and using that subset for viewing or analysis. Filtering is generally temporary – the complete data set is kept, but only part of it is used for the calculation.

Filtering requires you to specify a rule or logic to identify the cases you want to include in your analysis. Filtering can also be referred to as "subsetting" data or a data "drill-down".

Types of Filter in Dynamics 365 Finance & Supply Chain:

  • Filter Pane - A Filter Pane is an inline pane that slides in from the right and contains multiple filter criteria that can be applied to the targeted content. It provides an easy-to-use interface for filtering full-page lists.

After it has been opened, the Filter Pane remains visible until the user goes to a new page or until the user closes the Filter Pane using the Hide Filters button.

Developers can ensure that a particular field appears in the Filter Pane by adding an empty filter to the query. Developers can also affect whether users can modify/add filters on specific fields by changing the status of the filters.

  • Quick Filter—The Quick Filter is a modelled control that can be associated with any grid in the system. As the user starts to type, a column selector drop-down menu guides the user toward the column to which the filter will be applied. Column selectors are shown only for Quick Filters attached to grids.
  • Grid Column Filter - The user can define filter conditions and perform single-column sorting by using a drop dialogue that is opened from the grid column header. It is more closely aligned with experience in Microsoft Excel. When the user clicks a column header, a drop-down dialogue appears, and the user can use it to filter the column. 
  • Some columns in a grid may not be filterable. In these cases, the column header will not be clickable.
Note - Columns whose values are computed via code are not filterable or sortable using grid column headers, the Filter pane, Quick Filter, or Advanced filter or sort.
  • Advanced filter—The advanced filter is used when the user opens a dialogue box that contains advanced filtering options, e.g., filter on columns, not on the form; join additional data sources; sort by multiple columns; and so on. 
  • This was the section of the post that I was referring to at the start that most of us do not know what it means to have '!<Value>!' or the relevance of "!<value>."
 

This is it for this post.

Did you know all of these short syntaxs? Can this be helpful for filtering?

For me, it was definitely helpful and functional.

Happy Learning...!!!

Follow Nandish Kothari 🇮🇳 for more short yet meaningful Dynamics 365 Finance & Operations concepts.

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