How Do I Search And Filter Data ? (Advanced)

Two Methods Of Searching and Filtering

  • There are two methods of searching and filtering
    • The Omni-Search Box
    • The screen Filters
  • Both methods only work on the screen you are viewing, i.e. neither features search on a system-wide basis
  • Filters are mainly available on Table Screens (e.g. Orders, Products …)
  • The Marketplace Dashboard has a minimal filter to filter by Brand and Product Group only

The Omni-Search Box

  • Located in the task bar, showing ‘Search Here …’
  • Enter any character string you wish to search in the Omni-Search box
  • SellerLegend will scan every row and every column of the table and show any row which has an instance of the search string
  • Please note that the Omni-Search will first respect the filters you have set
  • So, if you have any active filters, the Omni-Search box will only search in the rows which satisfy the filters
  • If a table seems to show incomplete data (insufficient rows), make sure you do not have a character string in the Omni-Search box, which reduces the rows which are shown to only those which specify the search criteria
  • You can clear the effect of the Omni-Search box by clicking on the ‘x’  at the right of the box. This will clear the search text from the box.
  • You can enter multiple search criteria separated by a comma. The search will be satisfied when any of the criteria in the comma-separated list is present.
  • Please note that the Omni-Search box does NOT operate on numeric columns

The Screen Filters

  • Every Table Screen has a button in the taskbar labeled Filters to reveal the filters for the screen you are viewing
  • There is a filter for every column available on the screen you are viewing, even for hidden columns
  • Clicking on the Filters button on the taskbar will show a drop-down pane with all the available columns
  • The columns names in the Filters screen are shown in alphabetical order
  • There are several types of filters:
    • Date Filters
      • Clicking on a date filter will show a date picker
      • The date picker allows selection of standard date ranges or a custom from-to date combination
      • Chose and click on any standard date range shown in the drop-down
        •  Today, Yesterday, Last 60, 90 Days, This Month, Last Month, 3 Months Year To Date
        • Or chose and click on Custom Range to select your specific choice of dates
      •  Use the Calendar to select a date range
        • The Calendar will show the current month and next month
        • Click on the lateral ‘<‘ and ‘>’ arrows to move the calendar months
        • Clicking either one of the Calendar boxes above the calendar will automatically set you in Custom Range mode, no need to click on Custom Range first
        • Click on the first Calendar Box to select the From Date
        • Click on the second Calendar Box to select the To date
        • If you want to filter on one specific date only, enter the same From date and To date
    • Numeric Values Filters
      • Numeric filters require you to enter valid numerical values
      • Note that percentage fields need to be expressed in decimal format. So for example, 7% will be expressed in the filters as 0.07.
    • Character Values Filters
      • Character filter values need to exactly match what you are looking for
      • You can specify multiple filter values, separated by a comma. The filter will be satisfied when any of the criteria in the comma-separated list is present.

      Enumeration Filters

      • A special case of Character Values Filters
      • When columns contain finite enumerations (for example, Brand or Order Status), SellerLegend will provide a drop-down box with all the available values
      • Choose the value from within the drop-down box
  • Any filter values you enter are cumulative and deemed to be connected by an AND condition. So, it reads:
    • Find any instances of Filter Value 1 AND Filter Value 2 AND Filter Value
  • Once all the filter values have been set, click on the red Filter button to initiate the search
  • You can clear all the filter values by clicking on the red Reset button AND clicking on the red Filter button

Saving And Re-Loading Saved Filters

  • Once you have entered a complex set of filter values, it may be worthwhile saving the filter for future re-use
  • To Save a filter, when on the Filters pane:
    • When your filter works to your satisfaction, click on the green Save button
    • A dialogue box will ask for the name you want to assign to the search. Enter any name you wish and click OK
  • To reload a previously saved filter, when on the filters pane:
    • Click on the yellow Load Filters button
    • A drop-down box containing the names of all the previously saved filters will appear
    • Select the filter of your choice and click on the Load button
    • The loaded filter will be automatically activated and your data will be filtered according to the loaded filter specification

Filtering Blanks And Null Values

  • Please be aware there is a distinction between column values being blank or columns being empty
  • If you want to select blank columns values, just enter a space in the desired column field
  • However, if you want to select rows without a value in a particular column, use the NULL value in the drop-down box in the column filter
  • If you want to select any column which is not empty, use the NOTNULL value in the drop-down box in the column filter
in Customization & Settings, Getting Started, How Do I … ?
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