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Creating a query filter

Filters further refine the search criteria of a query [>>] and enable you to have one query with a choice of different search refinements. For example, there could be a query that finds all suspended students who receive free or reduced lunch. You could run a filter with this query that shows only suspended female students who receive free or reduced lunch or a filter of only suspended Grade 10 students receiving free or reduced lunch. Each filter can be used in multiple queries. A query can be run with or without filters.

A District Administrator can create and modify filters used in queries across the district. With the appropriate permissions [>>], a School Administrator can create filters to be used in queries at his or her school.

To create a filter:

1

In the Query menu, click All Queries.... The Advanced Query page appears.

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Or, click the Shortcut to All Queries icon () in the Query menu.

2

Click the Filter tab.

3

In the Name column click the green plus sign (). The Add Filter page appears.

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To edit an existing filter's properties, such as description, user access, or to mark the filter as personal, in the Name column, hover your cursor over the filter name and click the edit pencil icon [Figure 51].

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To edit an existing filter's criteria, in the User access column, hover your cursor over the role and click the edit pencil icon.

4

In the Schema Explorer window [Figure 51], expand a schema folder and click the schema column that contains the field to be filtered on. PowerSchool SMS moves the column into the Selected Columns window. Note: After PowerSchool SMS moves the column into the Selected Columns window, the Schema Explorer displays only the columns for that schema. To choose from other schemas, click Pick a schema.... A list of related schemas appears.

5

In the Criteria window, click Add and build the filter criteria:

a

Set the field on which to filter: click "Select a field..." and click a field name in the list. The field names available are only those from the columns in the Selected Columns window.

b

Set the operator [Figure 51]: click "Operator..." and click an operator in the list.

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The field you are adding determines which operators are available. Typical operators include: contains, starts with, ends with, equals, does not equal, is empty, is not empty.

c

Enter the value to find: click "Enter a value..." and type or select a value.

6

[Optional] Add another criterion: click Add and configure the new criterion. PowerSchool SMS displays the new criterion as: "Select a field... Operator... Enter a value" with AND OR buttons above it.

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To set a criterion or group to be an alternative to the others, click OR above the criterion.

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To add a criterion or group to the others, click AND above the criterion

7

[Optional] Logically arrange your completed criteria.

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To group two or more criteria, select each criterion and click Group.

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To ungroup the criteria in a group, select the group and click Ungroup.

8

Click Save.

Figure 51: Create filter

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B

Field on which filter is based.

C

Add: Click to add filter criteria.

D

Group/Ungroup: Click to group criteria together or ungroup grouped criteria.

E

Restart: Click to clear the current criteria and start again.

F

Operator.

G

Data on which to filter.

H

Show SQL: Click to view the filter's SQL code

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Reset: Click to revert to the previous instance of the filter definition.

Figure 52: Filters (District role)

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B

Copy: Select a filter and, in the Actions menu, click to copy the filter.

C

Filter properties edit pencil: Click to change filter properties.

D

Filter edit pencil: Click to change the filter definition.

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