1. Click the Manage All Filters icon in the grid toolbar to access the Filters window.
2. From the Levels tab in the Filters window, click the Change Filter icon next to the level name.
3. The Select Members window for defining the filter will display. Select the members in the Select or Advanced Select Members window, then click OK.
If you need to apply a different type of filter, click the More button and choose Change Filter Type. Then choose the filter method (User List, Named Set, Expression) from the Select Filter Method window. Use the applicable filter window that displays to set up the filter, and then click OK.
User List - select a list from the Select User List Filter window.
Named Set - select a named set from the Select Named Set Filter window.
Expression - adjust the filter expression in the Expression window.
4. For the filter you just set up, determine if it will be treated as an Include or Exclude filter. Use the provided drop-down list next to the level’s Change Filter icon. Choose “Include” to have the applied filter return only the members specified by your filter selections/criteria. Choose “Exclude” to have the applied filter return all members except the ones specified by your filter selections/criteria.
5. To apply filters to additional levels, repeat steps 2 through 4 for each one. When you are done in the Filters window, click OK.
Note: If you only have one filter to set up, right-click the level in the view and select Filter then Edit. Proceed from there in setting up the filter on that level.