Filter Objects in the List View

You can use filters in the List View to filter objects according to their application type (such as Essbase), application or database, object type (such as allocation rules, allocation rule sets, and formula components) and deployment or validation status.

Scenario

To create a filtered list of objects in the List View:

1. From the System View, select View, List View.

   The Filter dialog is displayed the first time you open the List View. If you select filtering options, then close the List View to work in the System or Custom View. When you reopen the List View, the filter dialog is not displayed. To change the filtering options when you reopen the List View, select Tools, Filter to open the Filter dialog.

2. In the Filter dialog, on Filter Options, for Application Type, select Essbase.

3. Do one of these tasks:

   • For Essbase: In the Application and Object Type fields, select the applications and object types you want to display in the List View. The default is All.

   • For Deployed Status and Validated Status, clear any check boxes of selections you don't want to display. All check boxes are selected by default.

     Tip: Click Reset to reset the dialog with default values.

   • On Advanced Options, for Object Label, select one of these options to display only objects whose names match the criteria:

     • Starts With, to display only objects whose names start with characters you specify.

     • Ends With, to display only objects whose names end with characters you specify.

     • Contains, to display only objects whose names contain characters you specify.

     • Matches, to display only objects whose names match characters you specify.

   • Enter the characters that are common to the names of the objects you want to display.

   • Select Ignore case to display objects whose names contain characters in either upper or lower case, even if the case does not match the case of the text you entered in step 6.

   • In Created By, enter the name of the user who created objects you want to display.

   • In Modified By, enter the name of the user who modified objects you want to display.

   • For Created Date, select After, Before, or Between to display only objects that were created after, before, or between dates you specify. Between is the default. Click the list of values to display calendars from which you can select dates.

   • For Modified Date, select After, Before, or Between to display only objects that were modified after, before, or between dates you specify. (Between is the default.) Click the list of values to display calendars from which you can select dates.

   • For Any Text, select an option to display only objects containing text that starts with, ends with, contains, or matches text that you enter. To display objects that include this text regardless of its case, select Ignore case.

4. Click OK.