Filtering table data

Filters can be used to control functions such as:

• Which records are updated with Update Column
• Which records are exported
• Which records are added to a new Group

For details about defining filters, refer to Defining filter criteria.

Naming considerations with filters

Coupa recommends that you do not use the same name for your groups, filters and record names. For example, assume you have a Site with Name = "Plant", a Site group called "Plant" with 3 members and a Site filter called "Plant" that returns 2 records. This can cause unexpected results when you run scenarios. If you do have groups, filters and record names with the same value, be aware that they will be used in the following order:

• Group name has first priority

• Filter name has second priority

• Individual record name has third priority

When naming items such as Scenarios or Customers, keep in mind that the words "and" and "or" are reserved words for evaluating filter criteria. Coupa recommends that you do not include these words in your item names to prevent issues when filtering for these items. If the item value includes "and" or "or", you must preface the name with =" in the filter. For example, assume you created a scenario called "Consider RDC and Alternate Mode". Selecting this value in a filter may not return values in the output table unless you preface it with "=. You can alleviate the issue by renaming the scenario to "Consider RDC with Alternate Mode".

Filter table data

1. In the table you want to filter, click the Filter icon to open the filter function.
2. Enter the criteria you want to use in the filter row. For example, if you want to find all Site Name values that end in “ville”, you can enter *ville in the filter row.
3. Enter additional criteria for other fields as required. For information about filter operators and wildcards, see Defining filter criteria.

   The table is filtered as you enter the criteria.

   If you enter filter criteria for more than one column in a table, the criteria is evaluated with a logical AND. For example Product Name = Product_1 AND Site Name = Store_0100.

4. Click Clear Filter to clear all filter criteria if desired.

Save a new filter

1. Define the filter criteria as described above or select an existing filter from the filter drop-down list and edit criteria as needed.
2. Click Save As New on the toolbar.
3. If you have not selected a filter name, you see the Save Filter form.
   • Enter a filter name.
   • Click Apply. The new filter is created.

Save a filter with a new name

1. Select an existing filter from the filter drop-down list.
2. Optionally edit the filter criteria.
3. Click Save As New on the toolbar. You see the Save Filter form.
4. Enter a filter name.
5. Click Apply. Note that you cannot enter the name of an existing filter.

Updating an existing filter

1. Select an existing filter from the filter drop-down list and edit criteria as needed.
2. Click Update Filter on the toolbar.

Delete a filter

1. Select an existing filter.
2. Click Delete Filter on the toolbar.
3. Click Yes to confirm the deletion.