Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Working with Drafts
  8. Participating in Review Processes
  9. Importing Data
  10. Resolving Duplicates
  11. Investigating Data Changes
  12. Investigating Hierarchies and Relationships
  13. Viewing the Relationship Graph

Filtering the Records

Filtering the Records

You can filter the records based on their column values. You can also filter all the records that are related to a business entity.
  1. Open the relationship graph.
    By default, the graph displays the selected record and all its related records.
  2. To remove all the records that belong to a business entity from the graph, under
    Filter
    , clear the business entity.
    The graph refreshes and removes all the records that belong to the business entity from the graph.
  3. To include all the records that belong to a business entity in the graph, under
    Filter
    , select the business entity.
  4. To filter the records based on the column values of a business entity, perform the following tasks:
    1. Under
      Filter
      , click the filter icon of a business entity whose columns you want to use to filter the records.
      A list of columns appear. The columns that are available in the list are based on the parameters that you configure in the relationship configuration file.
    2. Select a column.
      If you have configured the column as an exact filter, a text box appears. If you have configured the column as an enumeration filter, a list of enumeration values appear.
    3. For an exact filter, type the exact column value based on which you want to filter the records.
    4. For an enumeration filter, select the enumeration value based on which you want to filter the records.
      The following image shows the enumeration values configured for the
      PaymentMode
      column:
      The image shows the enumeration values, such as Mastercard, Visa, Diners, and Amex, configured for the PaymentMode column.
    5. Click
      OK
      .
      The graph refreshes to reflect the filtered records.