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Performing basic filters
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CaseMap has two basic filtering types that allow you to quickly locate a key word or phrases in a field or filter records by type in a spreadsheet.
Basic filtering includes two types:
| • | Key word filters in a field (up to 37 levels deep) |
| • | Filtering spreadsheet records by a selection |
You can run key word filters up to 37 levels deep, though any more than three is probably unnecessary. If you type in a root word, your results will capture all instances of this entry. For example, if you enter "sale", your results will also include all instances of "sales".
Notice that the records in your spreadsheet are now reduced to only those that contain the key words you entered.
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Notice that the number of records displaying in your spreadsheet is now reduced to only those with the field value selection you chose. Also notice that the current filter displays on the spreadsheet title bar.
Notice that only records that contain both filter selections now display in the spreadsheet view.
Notice that when you refresh the spreadsheet to view all records, the records are still sorted with the primary search selection. To adjust the spreadsheet, change the sort order or run a new filter. For more information, see Saving filters and Changing the field sort order. |
Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 1-800-833-3346 (option 3). The CaseMap Support team is available between the hours of 9:00 a.m. to 9:00 p.m. Eastern Time, Monday - Friday.
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