Filter

Access this form using Activities>Budget Worksheet> Filter.

Use this form to customize the records to display on the worksheet. Once the worksheet has filtered to display a specific group of records, those records are not available for transferring or printing.

If you click Transfer , Print , or Print Preview after filtering, the system transfers or prints the entire worksheet—not just the records displayed in the worksheet. To transfer or print, either create a new worksheet with only the filtered records, or delete any unwanted records from the current worksheet, prior to transferring or printing. Validation is the only process that can be applied to records with the Filter view.

 

Available Filter, Selected Filter: To filter data, you must first select an item in the Available Filter column, and then click the Mover ( > ) to move it to the Selected Filter column. Once an item is in the Selected Filter column, its filtering criteria can be set up. Then, the worksheet is limited to the data that falls within the filter criteria designated.

Compares To: Select an operator from the drop-down list, or accept the default. The operator compares the value in the Selected Filter column with the values in Criteria 1 (and Criteria 2, if applicable) to determine which records are included in the worksheet.

Criteria 1: Enter a value to compare with the item in the Selected Filter column. When using Like or Not Like, you can use "%" to represent any number of characters.

Criteria 2: Enter a value for the end of a range if the Compares To contains the Between or Not Between operators.

When filtering data, select Operators to determine which data to display. Also, view a list of Filter Examples that are useful throughout the system and examples of How to Use Wildcards characters with Like and Not Like.