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Create and manage filters on a project/shell funding sheet

If you have Create or Modify permissions, you can create and save any number of filters. Anyone with permission to view the funding sheet can view and apply saved filters.

These procedures are applicable to company, project or shell funding sheets, and funding templates.

To create a new filter

1 Open the funding sheet.
2 Click the View menu and choose Filters. The Filters window opens. This window lists any filters that may have been created and saved previously.
3 Click the Add button. The Edit Filter window opens. In this window, you can add one or more conditions to use for filtering the funds display.
4 Enter a Filter Name. This name will display in the Filters window.
5 Click the Add button. The Add Query Condition window opens. You can enter one or multiple conditions.
6 Do the following:
a Choose a Data Element: This dropdown lists all data elements that are on the fund attribute form. Any data elements in a hidden block are not available.
b Choose a Condition: This dropdown displays a list of conditions. This list is based on the type of data element selected.
c Choose a value: Depending on the type of data element, choose a value that the query condition must meet.
• Data Element: Lists the data elements on the fund attribute form.
• Constant Value: You can enter a full or partial entry of the value to filter by. This is similar to entering search criteria. For example, if you want to display only funds with “2010” in the fund code, then choose the data element Fund Code, condition of equals, and 2010 as a constant value. For pulldown or other multiple-entry fields, a Select button appears, allowing you to select a value.
7 If you add multiple conditions, and want the filter to be applied if any one listed condition is met, then select the Show result matching ANY condition checkbox.

Note: By default, the conditions are additive, meaning that all conditions must be met in order for the condition to be applicable. Select the checkbox if any one condition will suffice.

8 Click OK to save and close each window.

To modify a filter

1 Open the funding sheet.
2 Click the View menu and choose Filters. The Filters window opens.
3 Choose a filter from the list and click the Edit button. The Edit Filter window opens.
4 You can edit the filter name, or add, modify or remove a condition.
• To modify a condition, select the condition from the list and click the Modify button.
• To remove a condition, select the condition and click the Remove button.
5 Click OK to save your changes.

To delete a filter

1 Open the funding sheet.
2 Click the View menu and choose Filters. The Filters window opens.
3 Choose a filter from the list and click the Remove button. Click Yes to confirm.

 

 

 

 

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