Data Explorer – editing the search

Searching & Lists

Data Explorer – editing the search

Related topics
Data Explorer – getting started Data Explorer – Carry out the search Data Explorer – change the query type (exclude, add, self)
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Any one of the searches within a Data Explorer session can be edited at any time. Any searches below the edited search will recalculate accordingly. You can also save your favourite searches to use again next time.

The Data Explorer action tab includes items which relate to the search and to the overall session.

Session Actions

Session Actions are either always active, or become active as soon as a search is added.

  • Start New Search Session: Deletes entire session and returns to entity selection screen.
  • Clear Search Session: Deletes all searches below entity level.
  • Manage Favourites: Select which favourite searches you wish to display in the Criteria

Search Tools

Click on any search to activate the Search Tools. The search will change colour from blue to purple and the available actions will become active.

  • Delete Search: Removes the search entirely. Data for subsequent searches will be recalculated
  • Edit Search: Allows changes to the criteria, e.g. you may wish to change a date range or area. Data for subsequent searches will be recalculated
  • Move Search Down: Switches the search position with the search immediately below. Data for subsequent searches will be recalculated
  • Move Search Up: Switches the search position with the search immediately above. Data for subsequent searches will be recalculated
  • Add Search to Favourites: Adds search to favourites which are shown at the top of the Search Criteria panel (The search is the individual search highlighted, not the entire query)

Example: The search above shows all hospital doctors on a territory with a speciality of Care of the Elderly seen within a specific period. Now amend the search to change the speciality.

  1. Click on the Speciality search to select it
  2. Under the Actions tab, click Edit Search
  3. Change the speciality in the box that appears to something else, or Ctrl+Click to select multiple specialities
  4. The results numbers in any search below the one edited will change to reflect the revised criteria
  5. You could also change the search query to exclude items, or add further searches as required.

Any of the searches can be edited in the same way. Switching the order of the searches will affect the results