Friday, March 26, 2010

Excluding items with filtering

So you're building a report in Easy Insight and you want to restrict things down a certain subset of data, and you're a little confused about how to proceed...here's how you solve the problem! Let's start with a sample list:

Here, we have a list of the milestones in Easy Insight's Basecamp implementation. If we want to explicitly exclude certain milestones from the list, we can select those milestones and click the Exclude Data button on the Filters. This action creates a filter designed to keep those particular items out of the report.

As you drag further fields onto the report, it will continue to apply this filter to the data--if you drag on todo lists, for example, it will not show those todo lists which belong to the excluded milestones.

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