Filter Planning Sheet Content

Some managers can accumulate a substantial amount of data. To make viewing this data easier, you can create views that filter (restrict) the content of the sheet.

You can use the View option to access created views, create new views, or update the existing views. The views that have been created, including Default, are listed in the upper segment of the drop-down list. The lower segment of the list includes the Create New View and Manage Views options.

To create a view

Click Create New View.
Use the Save option to name your new view.
Use the following tabs for adding columns and filtering, grouping, and sorting information:
- Columns tab
- Filters tab
- Group By tab
- Sort By tab
Use the Columns tab to select the columns that you want displayed in the view.
The Available Columns box displays all the columns that you might want to include. The Selected Columns box displays all the columns that you select. You can move columns in and out of the Selected Columns box.

Use the following fields to set the position of the new view:
- Left Lock after Column: Displays a list of all columns, except the last column from the selected columns list. By default, None is selected, which means that you have chosen no column to be locked, from the left side of the sheet.
- Right Lock after Column: The default value is None, which means that you can select not to right-lock the column in the view. Other values in this field are based on the value that you have selected in the Left Lock after Column.
Use the Filters tab to control what information is displayed in the selected view.
You can add multiple filters to a view, and you can use the same data element multiple times. When adding multiple filters, you can use operators to specify that the view must match all listed filters or that it can match one or more of the listed filters.
1. Click the Add Filter button.
2. 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.
3. Choose a Condition: This drop-down displays a list of conditions. This list is based on the type of data element selected.
4. Choose a Value: Depending on the type of data element, choose a value that the query condition must meet.
To add additional filters, click Add Filter again, and repeat the preceding steps.
You can use the same data element multiple times.
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.
Use the Group By and Sort By tabs to identify which columns should be used for group and sorting and in what order.
When you are done, click Save.

To manage a view

To update a view, select the applicable view from the View list, click Edit View (the pencil icon), and then make and save the applicable changes.

To modify or remove a filter

From within the applicable view, click Edit View (the pencil icon), and select the Filters tab.
Make the applicable changes, such as changing the selected Data Element or Condition, updating the Value, or removing one or more of the filters from a set.
To save your changes, click Save or Save As.

To create a view

To manage a view

To modify or remove a filter

See Also