You can use filters in the List View to filter objects according to their application type (Financial Management, Planning, and/or Essbase), their application, their calculation type, plan type, or database, their object type (that is business rules, business rulesets, formula and script components, and templates), and their deployment or validation status.
To create a filtered list of objects in the List View:
In the System View, select View, List View.
The Filter dialog is displayed the first time you open the List View. If you select filtering options, then close the List View to work in the System or Custom View, when you reopen the List View, the filter dialog is not displayed. If you want to change the filtering options when you reopen the List View, select Tools, Filter to open the Filter dialog.
In the Filter dialog, on Filter Options, under Application Type, select Financial Management, Planning, or Essbase. (Financial Management is displayed by default.)
Tip: | Use Shift + Click and Ctrl + Click to select multiple contiguous and non-contiguous selections. |
Planning and Essbase users only: In Application and Object Type, select the applications and object types you want to display in the List View. (The default is All.)
Financial Management users only: In Application, Object Type, and Calculation Type, select the applications, object types, and calculation types you want to display in the List View. (The default is All.)
Under Deployed Status and Validated Status, clear any check boxes of selections you do not want to display. (All check boxes are selected by default.)
Tip: | Click Reset to reset the dialog with default values. |
On Advanced Options, for Object Label, select one of these options to display only objects whose names match the criteria:
Starts With, to display only objects whose names start with characters you specify
Ends With, to display only objects whose names end with characters you specify
Contains, to display only objects whose names contain characters you specify
Matches, to display only objects whose names match characters you specify
Enter the characters that are common to the names of the objects you want to display.
Select Ignore case, if you want to display objects whose names contain characters in either upper or lower case, even if the case does not match the case of the text you entered in step 6.
In Created By, enter the name of the user who created objects you want to display.
In Modified By, enter the name of the user who modified objects you want to display.
For Created Date, select After, Before, or Between to display only objects that were created after, before, or between dates you specify. (Between is the default.) Click the drop-down arrows to display calendars from which you can select dates.
For Modified Date, select After, Before, or Between to display only objects that were modified after, before, or between dates you specify. (Between is the default.) Click the dropdown arrows to display calendars from which you can select dates.
For Any Text, select an option to display only objects containing text that starts with, ends with, contains, or matches text that you enter. To display objects that include this text regardless of its case, select Ignore case.