Filters on Text Fields

[Justine]

Hello

I am having a filter problem. I checked my logic with some colleagues and we can't figure this one out. Maybe you can help

Here are my fields/columns
Project Type (Text 5
Internal Status (Text12

What I am trying to do
I am trying to create a filter in which I could find projects that have some sort of pending status. In addition, we have different types of projects and I am trying to filter that out as well.

Problem
I have set this up in multiple ways and no matter what I do, "Invest" keeps popping up in the Text5 field.

My logic
To filter out the pending status: I would have to filter out "Internal Status" (Text12) to contain or equal: NS, HOLD, or IMPACT. OR, I could always filter it out for "Internal Status" (Text12) does not contain: ACTIVE or COMPLET

To filter out the project type: I would have to filter out "Project Type" (Text5) to contain or equal: Intern. OR, I could always filter it out for "Project Type" (Text5) does not contain: Inves

Here are some of the ways that I tried
(1
And/Or --> Field Name --> Test --> Value(s
blank --> Text5 --> contains --> Inter
And --> Text12 --> contains --> N
Or --> Text12 --> contains --> HOL
Or --> Text 12--> contains --> IMPAC

(2
And/Or --> Field Name --> Test --> Value(s
blank --> Text5 --> contains --> Inter
And --> Text5 --> does not contain --> Invest NOTE: tried this one with "Or" als
And --> Text12 --> contains --> N
Or --> Text12 --> contains --> HOL
Or --> Text 12 --> contains --> IMPAC
Or --> Text 12 --> does not contain --> COMPLETE NOTE: tried with "And" to
Or --> Text 12 --> does not contain --> ACTIVE NOTE: tried with "And" to

All I can think of is that maybe I need some sort of parenthesis or something? If so, how do I do that
Thanks in advance for your help

Justine

 

[John]

Justine,
Wow! It's been quite a while since I tried creating a complex filter and
most of the time I got frustrated and used an alternate approach (i.e.
VBA). However, "parenthesis" may be just what you need. If you check the
help file for creating filters you will find a remark at the bottom that
says if you want to group criteria, put the "AND" or "OR" operators on
their own separate line. For example,

blank --> Text5 --> contains --> intern
And --> blank --> blank --> blank
blank --> Text12 --> contains --> NS
Or --> Text12 --> contains --> HOLD
Or --> Text12 --> contains --> IMPACT

If this approach still doesn't quite get what you need, you can do what
I usually do and create a simple macro that examines the contents of a
field for the criteria and then sets a spare flag field from that task.
A filter is then applied on the flag field. Just remember to clear the
flag field at the start of the macro.

Hope this helps.
John

 

[John]

Justine,
Gee with all that excitement maybe its a good thing I wasn't there. Glad
I could help.

John