Filter Locations for a specific city and Group your matches by Location

Created by Joshua Ort, Modified on Sun, 3 Mar at 4:07 PM by Sandra Serafini


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20 STEPS

1. This tutorial will show you how to filter Locations for a specific city and how to group your matches by Location in the Assigning Workspace.

Columns for City and Region will be made available in the near future.

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2. To set a filter for a city that has multiple Locations within it, click Actions.

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3. Click Filter

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4. Click Column to show the dropdown list of columns.

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5. Click Location

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6. Click Operator to expand the dropdown list for other operators that are available.

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7. Click contains

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8. Click inside the Expression box

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9. Type the name of the city in the Expression box.

In this example, we will look for Locations that are in the city of Portage, Michigan.

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9b. Click

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10. Click Apply

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11. Note the new filter Location contains 'Portage' at the top of the report.

The page is now filtered for all Sites in Portage Michigan.

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12. Uncheck the filter to turn it off temporarily.

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13. You can pick another city by repeating the steps described previously and setting a new Filter for Location.

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14. If you want to Remove the Filter entirely, click the X next to the Filter.

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15. If you want to see matches grouped by Location, use the Control Break function.

To set a Control Break, click Actions.

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16. Click Format, then Control Break

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17. Click Column 1 to show the dropdown list of columns.

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18. Click Location

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19. You could add additional Control Breaks by choosing additional columns, such as Date or Time.

Click Apply when you have finished making your selections.

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20. Your matches are now grouped by Location.

Thank you for watching the tutorial on how to filter Locations for a specific city and how to group your matches by Location in the Assigning Workspace.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2341872/Filter-Locations-for-a-specific-city-and-Group-your-matches-by-Location

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