Filter the Scenario Sheet

When creating a new view, you can make viewing project information easier by using filters on both the scenario sheet and the project candidate list to narrow the focus of information to particular specifics, such as a date range, or a budget amount. For example, you might want to see only those projects in a specific date range, or only those projects with budgets greater than a specific amount, or projects of a specific type.

How you filter information depends on the column you choose to use as a filter. For example, you can use a text column, such as Project Name, or you can use a date column, such as Start Date. You can also use the AND and OR operators to apply multiple filters.

To filter information

  1. In the View drop-down menu, select Create New View.
  2. In the New View window, select the Filters tab.
  3. Click the Add Filter button.
  4. Choose a Data Element: This drop-down lists all data elements that are on the attribute form. Any data elements in a hidden block are not available.
  5. Choose a Condition: This drop-down displays a list of conditions. This list is based on the type of data element selected.
  6. Choose a Value: Depending on the type of data element, choose a value that the query condition must meet.
  7. To add additional filters, click Add Filter again, and repeat the preceding steps.

    You can use the same data element multiple times.

  8. If you are using multiple filters, click the applicable operator that should apply:
    • And: If you want to specify that the view must match all listed filters, select And.
    • Or: If you want to specify that the view should match any of the listed filters, select Or.
  9. When you are done, click Save.

Last Published Monday, August 28, 2023