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X_RISK®

Filtering Overview

Use filters to control the amount of data displayed in X_RISK windows.

Example: Filtering on product (FGBL) and action (Sell) eliminates extraneous orders from the grid. Any combination of filters can be set to make your workspace unique.

Any combination of filters can be set to make your workspace unique. Once you set filters the way you want them, save your workspace. Refer to Workspace Setup.

Filters:

  • Can be set in one or more columns in most windows.
  • Generally only affect the window in which you set them.
  • Can be set globally using the Auto Filter option in a window’s context menu.

Advanced Filters:

  • Allow you to search for values to create filters.
  • Allow you to add values to the filter.

Follow these procedures to manage filters:

Setting a Column Filter

To set a column filter:

  1. Click the box immediately below any column heading.

    A list of all currently referenced variables for the selected column displays.

  2. Select one or more of the variables to set the filter.
  3. Click OK to activate the filter.

    When you set a filter, the box below the column heading turns red and displays the filter you selected. If you selected multiple filter variables, a row of asterisks displays.

You successfully set a column filter.

Setting an Advanced Column Filter

Use advanced filters to further control the amount of data displayed in X_RISK windows. The advanced filter allows you to search column records or create a new value within the search box.

To set an advanced column filter:

  1. Click the box immediately below any column heading.

    A list of all currently referenced variables for the selected column displays.

  2. Use the following to apply advanced filtering:

    Enter text in the Search text box at the top of the filter, the list filters on the text entered.

    Note: To clear the search, click .

    - or -

    Enter text in the New Value text box at the bottom of the filter and click Add.

    Note: To clear the value from the list, select it and click Clear.

  3. Select one or more of the variables to set the filter.
  4. Click OK to activate the filter.

When you set a filter, the box below the column heading turns red and displays the filter you selected. If you selected multiple filter variables, a row of asterisks displays.

You successfully set an advanced column filter.

Clearing a Column Filter

To clear a column filter:

  1. Click the red column box.

    A list of all currently referenced variables for the selected column displays.

  2. Select one or more of the variables to remove the filters.
  3. Click Clear, followed by OK to remove the filter.

    The filters box will change from red to gray.

You successfully cleared a column filter.

Clearing All Filters

Use of the Clear All Filters context options clears only the filters from the particular window in which you enable it. If you enable AutoFilters (or individual column filters) in other windows, they remain in effect.

To clear all filters:

  1. Right-click any grid cell to access the context menu.

  2. Click Clear All Filters.

You successfully cleared all filters.

Setting Auto Filters

The Auto Filters option sets filters for a particular customer's (trader) account number. If there are numerous working orders for an account shared by a number of traders, it can be difficult to sort and review the orders for a particular trader. Filtering by customer name, as it appears in the Customer List window, displays all orders for that particular customer.

Follow these procedures to manage Auto Filters:

To set the Auto Filter by customer:

  1. Right-click in the window grid to access the context menu.

  2. Click Auto Filters.

    A check mark indicates that the filter is applied for this customer's account number.

  3. From the Control Panel, click the Window menu and choose Customer List.
  4. Select a customer from the list.

This provides the filter definition. The titlebar contains a Filters On message.

You successfully set an auto filter.

To remove the customer Auto Filter, use one of these options:

  1. Click on the red push button directly below the column whose Auto Filter you want to remove.

  2. Click Clear to remove the Auto Filter. (For any window except the Audit Trail.)

    - or -

    Right-click to display the context menu and click Autofilters.

You successfully removed an auto filter.

Effects of Filters

Filters have the following noteworthy effects on certain windows in X_RISK :

WindowEffect

All windows

A Filters On notice appears in the title bar of the widow when a filter has been applied to one or more columns. If you hide a column using the context menu’s Hide Column selection, this notice changes to Filters On (Hidden).

Audit Trail window

If you select <EMPTY> as a column filter in the AuditTrail, the filter applies to all cells that are empty. This is unique behavior to the Audit Trail window.

Fill window

Filters set in the Fills pane filters carry over to the Position pane.