Filtering items

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You can add filters to reduce the number of items are displayed on the page to a manageable set that you are interested in analyzing and taking action on. Only items that match the filter criteria are displayed. For advanced filtering options, see Advanced filter options.

Adding a filter

To add a filter, complete the following procedure:

Procedure

  1. Click Add Filter in the top navigation to produce the Add Filter window.
  2. In the Add Filter window, enter a field name or choose a field from the drop-down list to choose a filter field.
  3. You can apply one or both of filter augmenters, which are Was and Not. For further information, see that the filter augmenters described later in this topic. Augmenters are optional.
  4. Select a Filter Operator from the drop-down list.
  5. Select a Comparative Operator to determine what the selected field will be compared against.
  • This might be a specific value, another field, or an expression.
  • The expression option is only available if the chosen Filter field carries a date value. See The date filter parameter.
  1. Depending on the chosen Comparative Operator, either:
  • Enter a specific value, or choose a value from the drop-down list.
  • Enter the field name, or choose a field from the drop-down list.
  1. Click to include the filter parameters in the filter stack. The filter stack is the collection of different criteria to be applied in a filter.
  2. Click to close the Add Filter window, and to apply the filter.

Results:

When you create a new filter, the filter label is added to the Filter Description field.

Note: If the chosen filter field that has a character or text value, for example, region, and if 'Field' has been selected as the comparative operator, then the only filter operator that ia be available will be equal. However, if a filter field that has a numeric value, for example 'Actual Issues' is chosen and 'Field' is selected as the comparative operator then all filter operators are available.

The 'In' filter operator

The 'In' filter operator works by referencing the search field against a comma-separated list of values.

You can copy a list of values from a spreadsheet and paste them into the value field to the right of the filter operator list. The 'In' filter returns all records that have values in the specific field that are also in the comma-separated list.

Example scenario

You have been given a spreadsheet containing a number of potential inventory issues. Several instances have been isolated that you need to review and analyze further.

Steps:

  1. In the filter function, select Material No. as the filter.
  2. Select In as the filter operator.
  3. In the spreadsheet, select the row containing the material numbers of the items, and then copy and paste these values into the value field of the Filter window. You inputs are automatically transformed into a list of comma-separated values.
  4. Click Add > Apply.

Result: The filter function returns all of the records that match the specified Material Nos that you copied from the spreadsheet.

The date filter parameter

When you need to filter inventory item records by a specific date value, IBM® Maximo Inventory Optimization provides the date filter parameter.

Use the following instructions to add a filter by specifying a date that is several days before or after the current date.

Using the date filter parameter

  1. Choose a filter field that contains date values, for example, Date Created.
  2. Optionally set the Filter Augmenters section.
  3. Choose a Filter Operator.
  4. Optionally select Expression as Comparative Operator.
  • Expression as Comparative Operator is only available when you choose a filter field that contains date values.
  1. In the Date field, select the current date.
  2. Enter an offset value for the remaining field.
  • The offset value is a combination of a symbol (either '+' or '-') and a whole number.
  • For example, set '-7' to specify the date one week before the current date, or '+15' to specify the date that will be 15 days ahead of the current date.
  • If only a number is used, then '+' will be assumed.
  1. Click the icon to include the filter in the stack.

Filter augmenters

Filter augmenters modify the behavior of the selected filter criteria, and can be optionally selected on the Add Filter form. The following filter augmenters are available for you to select:

  • Was
  • Not

Was

  • Returns only the following modified records:
    • Records that were modified, but not committed, and the previous values satisfy the search criteria.
      • For example, a record with Business Impact: A-Major Disruption changed to B- Significant Disruption, but the change is not yet committed. If a filter is activated for Business Impact Equals A-Major Disruption and the Was augmenter is checked, this record is returned.
    • Records that were altered, but the value that is used as the filter criteria was unaltered and the criteria is satisfied.
      • For example, other fields were modified for a record with Business Impact: A-Major Disruption but the value for Business Impact is unchanged, and the changes are not yet committed. If a filter is activated forBusiness Impact Equals A-Major Disruption and the Was augmenter is checked, the record is returned.

Not

  • Negates the filter that is selected by the user, and works by returning those records that are not satisfied by the filter criteria.
    • For example, if the filter selected is Business Impact: Equals: A-Major Disruption but the Not augmenter is checked. It will return all of the records, excluding those with a Business Impact value of A-Major Disruption.

Multiple filters

You can combine filters for greater complexity by completing the following steps from the Add Filter window:

1.1 Specify a filter, and then click Add to include the filter onto a filter stack. 1.2 Repeat adding filters as required. 1.3 click Apply.

Alternatively, if you already have a filter that is activated, click Add Filter to create a new filter to add to the list to work in combination with a filter that is already active.

Multi-filter specifiers

It is also possible to set even more sophisticated filtering behavior when applying more than one criteria within a filter stack. This is done by selecting a Multi-Filter Specifier, which can be And or Or. Only one multi-filter specifier can be applied within a filter. The filter label will now show the applied filters and specifier.

Note: And is selected by default and is also the default behavior when filters are added separately instead of in a single stack.

Using the quick filter

Users can also use a shortcut to add a filter based on a selected cell.

  1. Click any cell to highlight it.
  2. Click Add Filter and add criteria. Repeat to add further criteria to the filter stack, if needed.
  3. Click Apply to create the new filter.

Filtering by item state

To filter items by a specific state, click the drop-down arrow in the State column. Only items that are in the selected state are displayed. For information on item states, see Item states.

Removing an item filter

All active filters are listed in the Filter Description field as filter labels. You can remove individual filters by clicking the filter label. Alternatively, you can remove multiple filters by clicking an icon in the filter description field.

Modifying an item filter

If you need to only slightly modify the filter settings that you are using, click the relevant label in the filter description area. This displays the Add Filter screen, which you can use to add or remove the wanted criteria in the filter stack.

Advanced filter options

You can further filter your results by using the Add filter advanced mode feature. These include different operators and functions. These are:

  • +, -, /, *, =, ( ), < , <= , > , >= , != , AND , OR .

To develop an expression in this filter complete the following procedure:

  1. To use one of these operators, **+ , - , / and *** it must be must be surrounded by field names or numbers.
  2. You can use brackets to group any of the symbols above, if you want to use more than one.
  3. End the value with any of these operators = <= >= != < > followed by a field name or another expression by using the format that is described in the steps above.

Advanced filter example:

( "Stock on hand" * 1.2 ) + ("Host ROP" - "Host Safety Stock") - "Overshoot" >= ("Host ROQ" / 4)