Choose Filter and Data Type

To begin creating a new Ad hoc filter via the Query Wizard, the Query Wizard radio button must be selected and a Filter Data Type must be determined. Filter data types determine what set of related Campus fields are offered. 

1. Select the Query Wizard radio button.
2. Select a Data Type. This determines which type of fields are available for selection: Student, Census/Staff or Course/Section.
3. Click the Next button. The screen will display a list of fields to select in order to create the filter.

Field Selection

Campus fields are organized into specific categories relating to the Filter Data Type selected on the previous screen. Categories are organized in a hierarchy format, where selecting the (+) will open available fields and additional subcategories within the category. Users may include Campus and user-created custom fields when building filters.

Select Categories and Fields

1. Enter a QueryName for the filter.
2. Enter a Short and or Long Description about the filter (if applicable). For more information, see the View Filter Descriptions section of the Filter Designer page.
3. Select the data elements form the All Fields list by clicking on them. The fields will move to the Selected Fields list. To remove a field from the Selected Fields list, click on it to highlight and click the left pointing arrow button.
4. Select the Add Function button to add a function to the filter. 
5. To search for a particular field, enter part of the name of the field in the Filter By section and click the Search button. Select the appropriate options for the query. All fields that contain that name will appear in the All Fields list. To clear the selection, click the Clear button and all available fields will appear again.
6. Click the Next button to continue creating the filter, narrow returned results and sort the filter into the desired order.

Navigate the Query Wizard

Once a field has been added to the filter, a user is able to navigate between the Filter Designer options by using the navigation breadcrumbs.

Ad hoc Query Wizard Navigation

Enter Filter Parameters

Filter parameters allow users to define specific constraints for how each field is filtered within the filter. This tool allows users to filter very specific data within reports and other exported files.

1.  Enter the Query Name and a Short/Long Description (if applicable). For more information, see the View Filter Descriptions section of the Filter Designer page.
2. Select the Operator for each Field. Available fields are based on data elements selected in the previous Field Selection screen. 
3. Enter the Value for each Operator. This is the value being used in conjunction with the Operator selected (i.e., student.age > 5, where 5 is the value entered and the output is all students older than 5 years of age).
4. If a BETWEEN Operator was selected, fill in all appropriate fields. 
5. To apply multiple operators to the same field(s), click the Add Filter button. Selecting this button adds an additional field area where users can select an already existing filter field and apply additional operators.
6. Enter a Logical Expression, if necessary. 

7. Select which group to Save To. Selecting the User Account radio button will provide the option of saving the filter to the current user or saving the filter to a specific folder.  Selecting the User Groups radio button allows the filter to be saved to a user group or multiple user groups. To select multiple user groups, hold the CTRL key while left-clicking each user group.

    If a filter is saved to more than one User Group, a separate copy is stored for each group. Each group can independently edit the filter without affecting another group's copy.

8. To test the filter prior to saving it, click the Testbutton.

    Users must have pop-ups enabled on the web browser in order to view Test results.
9. If no output formatting or grouping data needs to be defined for the filter, select the Save icon. The filter is now saved and available for use in all Ad hoc Filter fields throughout Infinite Campus.
10. If output formatting and/or group data needs to be defined for the filter, select the Next button. The Output Formatting editor will appear.

A short and/or long description can be added to filters to provide additional information and context about the filter. This information is displayed when a user selects the filter in the Saved Filters window as well as when the filter is being edited.

To attach short and/or long descriptions to a filter, enter this information within the Short Description and Long Description text fields. To access theLong Description text box, select the (+) icon. All descriptions entered will be saved once the filter itself is saved.

Once a filter has a long description entered and saved, this information will appear on the Filter Designer editor when the filter is selected in the Saved Filters window (see Image 10). This is useful when determining what filter to use as well as communicating any important information about the filter prior to editing or making modifications. If a short description has been entered, this information will appear when the cursor hovers over the filter within the Saved Filters window.

 
 Both the Short and Long Descriptions will appear during the editing/modifying of a saved filter. Although the Long Description field appears locked, this field can be modified by selecting the (+) icon.