Filters Tab in the New View Window

For both Tree and Flat Structure cost sheets, there are three sections in the Data Element drop-down list on the Filters tab: Cost Code segments, CBS Attributes, and Sheet Columns. The Cost Code segments section displays each cost code segment as an attribute that can be used to apply filters to the cost sheet. The CBS Attributes section displays all “uuu” data elements (DEs), including hidden blocks but excluding Data Picker DEs and Multi Select DEs, defined for the cost breakdown structure (CBS) Attributes form in uDesigner. The Sheet Columns section displays all columns from the cost sheet in order.

Note:

Picker DEs and multiple-select input fields cannot be added as filters.
The system only applies filters to leaf-level codes within the cost sheet. The summary cost codes do not show up in the filter results.
Hidden, restricted, and deleted fields are not shown.

To create a filter:

Click the Add Filter button.
Do the following:
1. Choose a Data Element.
2. Choose a Condition: This drop-down list displays a list of conditions. This list is based on the type of data element (DE) selected. For more information, see Condition options.
3. Choose a Value: Depending on the type of DE, choose a value that the query condition must meet.
  - Data Element: Lists the DEs on the cost code 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.
    Note: The default value for an integer drop-down list is 0. Therefore, the integer list can be used as a CBS attribute DE and defined as a filter with the criteria is not empty, which will result in the display of data with the default value.
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 to the set:
- And: To specify that the view must match all listed filters, select And.
- Or: To specify that the view should match any of the listed filters, select Or.

Last Published Monday, October 7, 2024