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Filters › Create and Use Uncataloged Filters › Develop a Plan

Develop a Plan

To create an uncataloged filter 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. Use an uncataloged filter if you do not need to use many selection criteria and if you do not want to save the search criteria statements for future use.

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 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.