Advanced Filtering
This Document can be found in the following categories:
The Advanced Filter menu item enables more
complex filtering than the simple double-click Basic
Filtering method. Advanced filters are available only on the Project
Data, and Resource Data sheets.
The advanced filter allows specification of more complex filter
criteria:
- values entered along a row in the Advanced Filter are "AND"
criteria
- values entered in a column are "OR" criteria
- wildcards "*" and logical operators ">" and "
- you can right-click on a criteria cell to pick from a list of
values, or
- you can type in a value yourself (note that search strings are
case sensitive).
Select menu command FILTER>ADVANCED FILTER.
The Advanced Filter criteria range is displayed at
the top of the screen.
Left click in the first cell beneath Project Name (this is the
criteria range). It is not necessary to put the criteria in the
first row although that is conventional.
To use the wildcard symbol, type "*{letters}*" (including the
asterisks, but without the quotes) and press the ENTER key then
click the FILTER SHEET button.
If you do not press the ENTER key the insertion point remains in
the cell. In that case no other application command can be
initiated; pressing buttons has no effect.
Right-click in the cell directly beneath the label Manager, select
a project manager name from the list, and click the FILTER
SHEET button (the Filter funnel).
This is an "AND" filter (i.e., "*{previous filter letters}*"
contained within the Project Name AND selected project manager in
the Manager field.
Click the Back One Filter Spec button to remove the right-most
column (field) entry in the Advanced Filter (in
this case, the selected manager in the Manager field).
Sometimes a filter operation seems to show no visible rows. Often
there are records above the current position that are not visible
until you scroll up.
Hold the CTRL key down while pressing the HOME key.
This positions the selection to the top visible row and column in
the table.
Alternatives are to use the PAGE UP key, the vertical scroll bar,
or the mouse wheel button.
Click the REMOVE FILTER button. This revoves the
filter for the displayed sheet.
Notice that the Advanced Filter criteria range is
not hidden when the sheet filter is removed.
If you want to change the filter, add and delete criteria in the
criteria range and click the FILTER SHEET button
(the Filter funnel).