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Grid View offers flexible data filtering for each column.
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Standard Grid Filters were removed in version 4.9. The only available option from that version onwards is the Filter Bar. |
Setting up column filter
To apply data filtering to specific column, please select Filters option on it's menu:
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To apply the filter, data grid will reload showing only objects that meet selected criteria:
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Note that when a column contains an active filter, a red "filter" icon will be shown in the column header.
Additionally, a button for disabling all active filters is available on the main grid toolbar. The number in brackets shows how many active filters are present in this tab.
By using this button, filters will be deactivated, but not removed. They can be re-enabled with the column menu.
Filter Types
Each data type has it's dedicated filtering options
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Dictionary lookup values allow for selection of one or more lookup values, as well as "is empty" or "is not empty" options:
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Number field
Numerical columns, like area, have greater-than, smaller-than and equals as well as "is empty" or "is not empty" options:
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Text field
Text fields, like Name, have string search field, as well as "is empty" or "is not empty" options:
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Date field
Date field have filter settings for Before, After and On date, as well as "is empty" or "is not empty" options:
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Boolean (Yes/No) field
Boolean field offers selection between Yes/No values.
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Working with filtered data
A filtered data set can be used in various ways. dataset has versatile applications.
Using filtered data
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for temporary presentation
Using a By utilizing the Highlight function available found in the top menu, one you can highlight a filtered data set dataset on the given specified drawing.
The number of highlighted items might may not precisely match exactly the number of records in the grid for two reasons:
- in case not all records
Some records might not have a
lined spotcorresponding entity marked on the drawing
in case only some.
Only certain objects are
locatedpositioned on the current drawing
:.
When the highlight function is active, a legend panel will present display a temporary filter called named "selection," , with showing the area and items item count:.
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Using
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Filtered Data with Predefined Presentations
When using employing predefined presentations, an additional filtering can be applied it's possible to further refine the data by reducing the number of elements used for presentation. This way allows a given specific presentation will to be limited constrained to filtered elements.
Let's consider the following illustrate this through an example: We will use 'll utilize the Floor Type predefined presentation, that normally displays floor type which typically showcases floor types for each space object on the drawing.
FirstTo begin, add apply filtering to in the Grid View , where we to limit the rooms to Function: Bostad. Use Then, activate the Highlight button to enable filtering in the Viewer as well. Finally, select the Floor Type presentation.
As a result, we have will obtain a presentation that shows exclusively displays and counts tallies floor types only in rooms with found within rooms categorized under function Bostad:
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Printing
Filtering result as well as both ad-hoc and predefined presentations support copy view function and can be printed as well.
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Data reports run from Grid will respect filter settings.
Filter-bar as an alternative option for defining filters in GridView
Alternative way An alternative method of adding filters to Grid was added, called the grid has been introduced, known as the Filter bar.
It can be activated from Object menu in GRID in from the Object menu within the main interface's GRID.
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When it's activated additional row with filters is added to grid that allows to easily manage filters, by selecting desired operator from menu:
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When filter is applied it can be removed by selecting context menu on cell with field name and selecting Clear column filter:
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or all filters can be removed (along with filter bar) by using Toogle Filter bar button, It can be pressed again to activate filter bar again. 
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Save & Share Grid View filters
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Classic grid filtering available in column menus was now removed. Filter Bar should be used to perform all filtering tasks.
Filter management menu
A drop down filter menu is available to perform the following operations:
View saved filters list
Open all saved filters
Save currently set filter in a Grid view as a new Saved filter
Reset filter in current class
Reset filter in all class tabs
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Saving a filter
Define a filter in a Grid View:
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Note that the tab Rum (2) shows a filter icon, indicating that the content is filtered. You can also see two columns that have filter values set.
A filter is now ready and will be reused across other Rum tabs, for example when changing the Floor object.
To save a filter for later use, please select Save current filter As from the filter drop down:
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A new filter dialog is opened:
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Fill in the name and select Add to save the filter.
Sharing Filters
In order to make the filter available to other users in the system, please follow these steps:
On the Manage Grid Filters view, select the filter.
Then, use the Share function.
This view is displayed automatically when a new filter is saved or by using the Filter menu and selecting More… function:
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Each filter includes an icon that indicates if this is filter created by current user, or if its a filter shared by other user.
On the user/groups list, please select desired audience:
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Using Saved Filters
To use a saved filter, simply open the drop-down Filter menu and select the desired filter.
The selected filter will be applied to the current Grid View. If the filter applies to a different class, the tab will be changed automatically.
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If current view does not have objects of a given class that the filter applies to, a message will be shown to indicate this:
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You might need to change a perspective to the one that includes also this class of objects (for example, from Document to Object perspective)
Global administration of Saved Filters
A system administrator can review, share and delete all system filters defined by users.
In order to do so, please go to Admin Panel → Presentations → Grid Filters:
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