Data filtering

Since v4.2

Grid View offers flexible data filtering for each column.

Setting up column filter

To apply data filtering to specific column, please select Filters option on it's menu:

Open

To apply the filter, data grid will reload showing only objects that meet selected criteria:

Open

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

Dictionary lookup field

Dictionary lookup values allow for selection of one or more lookup values, as well as "is empty" or "is not empty" options:

Number field

Numerical columns, like area, have greater-than, smaller-than and equals as well as "is empty" or "is not empty" options:

Text field

Text fields, like Name, have string search field, as well as "is empty" or "is not empty" options:

Date field

Date field have filter settings for Before, After and On date, as well as "is empty" or "is not empty" options:

Boolean (Yes/No) field

Boolean field offers selection between Yes/No values.

Working with filtered data

A filtered dataset has versatile applications.

Using filtered data for temporary presentation

By utilizing the Highlight function found in the top menu, you can highlight a filtered dataset on the specified drawing.

The number of highlighted items may not precisely match the number of records in the grid for two reasons:

• Some records might not have a corresponding entity marked on the drawing.

• Only certain objects are positioned on the current drawing.

When the highlight function is active, a legend panel will display a temporary filter named "selection," showing the area and item count.

Using Filtered Data with Predefined Presentations

When employing predefined presentations, it's possible to further refine the data by reducing the number of elements used for presentation. This allows a specific presentation to be constrained to filtered elements.

Let's illustrate this through an example: We'll utilize the Floor Type predefined presentation, which typically showcases floor types for each space object on the drawing.

To begin, apply filtering in the Grid View to limit the rooms to Function: Bostad. Then, activate the Highlight button to enable filtering in the Viewer as well. Finally, select the Floor Type presentation.

As a result, we will obtain a presentation that exclusively displays and tallies floor types found within rooms categorized under function Bostad:

Printing

Filtering result as well as both ad-hoc and predefined presentations support copy view function and can be printed as well. 

Data Reports

Data reports run from Grid will respect filter settings. 

Filter-bar as an alternative option for defining filters in GridView

An alternative method of adding filters to the grid has been introduced, known as the Filter bar.

It can be activated from the Object menu within the main interface's GRID.

When it's activated additional row with filters is added to grid that allows to easily manage filters, by selecting desired operator from menu:

When filter is applied it can be removed by selecting context menu on cell with field name and selecting Clear column filter:

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. 

Save & Share Grid View filters

Since 4.9

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

Saving a filter

Define a filter in a Grid View:

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:

A new filter dialog is opened:

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:

1. On the Manage Grid Filters view, select the filter.

2. 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:

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:

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.

If current view does not have objects of a given class that the filter applies to, a message will be shown to indicate this:

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: