Filter the sheet content

Some managers, particularly those configured to function across shells, can accumulate a substantial amount of data. To make viewing this data easier, you can create filters to restrict the content of the sheet.

To create a filter

  1. Open the sheet.
  2. From the View menu, choose Filters.... The Setup Filters window opens.
  3. Click the Add button. The Add Filter window opens.

  4. In the Filter Name field, enter a name for this filter.
  5. Click the Add button. The Query Condition window opens.
  6. In the Data Element field, enter the name of the field you want to appear on the manager sheet.

    The values in the field must meet a condition (such as "equals" or is "greater than") to be included on the sheet.

    Depending on the data element you enter, the Query Condition window will display variable fields.

  7. Click OK, or click Apply Filter to filter the sheet content.

To apply a filter to a sheet

  1. Open the sheet.
  2. From the View menu, choose Filters.... The Setup Filters window opens, showing a list of the filters that have been created for the sheet.
  3. Select the filter you want to use and click Apply Filter.

    Unifier displays a filtered view of the manager sheet. While in a filtered view, you can use all sheet functions except Export and Import.

    If you want to re-display all the rows on the sheet, you can clear the filter by choosing ClearFilters from the View menu.

To edit a filter

  1. Open the sheet.
  2. From the View menu, choose Filters.... The Setup Filters window opens, showing a list of the filters that have been created for the sheet.
  3. Select the filter you want to edit and click Edit.


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Last Published Monday, April 11, 2022