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Filters › Create and Use Cataloged Filters › Develop a Plan

Develop a Plan

To view specific data in a data set, first develop a detailed plan. A good plan identifies the exact results you are looking for and the components needed to achieve the results. Consider the data you want in your filtered view and the criteria that best identify that data.

Follow these steps:

  1. Clearly define the results you want.

    For example, you are an insurance claims analyst and want to identify all automobile claims made in Boston since 2010.

  2. Identify the data set that contains the records or members to which you want to apply the filter.
  3. Determine which criteria are required to achieve those results.

    For example, claim type=auto; claim year>2010; city=Boston; state=MA.

  4. Identify the data set or member that contains the selection criteria you need. If no appropriate selection criteria data set or member exists, decide where you want to save the selection criteria you create.