Microsoft Office Tutorials and References
In Depth Information
Filtering Project details
Filtering Project details
Another useful way to change how you view Project task and resource information is by
filtering. As the name suggests, filtering hides task or resource data that does not meet
the criteria you specify, displaying only the data in which you’re interested. Like grouping,
filtering does not change the data in your plan; it merely changes what data appears.
There are two ways to use filters. You can either apply an AutoFilter or a predeined filter to
a view:
Use AutoFilters for ad hoc filtering in any table in Project. Small AutoFilter arrows
appear next to the names of column headings. Click the arrow to display a list of
criteria by which you can filter the data. Which criteria you see depends on the type
of data contained in the column—for example, AutoFilter criteria in a date column
include choices such as Today and This Month, as well as a Custom option, with which
you can specify your own criteria. You use AutoFilter in Project in the same way you
might use AutoFilter in Microsoft Excel.
Apply a predeined or custom filter to view only the task or resource information that
meets the criteria of the filter. For example, the Critical filter displays only the tasks on
the critical path. Some predeined filters, such as the Task Range filter, prompt you to
enter specific criteria—for example, a range of task IDs. If a view has a filter applied,
the “Filter Applied” message appears on the status bar. Both types of filters hide rows
in task or resource sheet views that do not meet the criteria you specify. You might
see gaps in the task or resource ID numbers. The “missing” data is only hidden and
not deleted. As with sorting and grouping, when you filter data in a view, the filtering
applies to all tables you can display in the view. Views that do not include tables, such
as the Calendar and Network Diagram views, also support filtering (through the Filter
box on the View tab), but not AutoFilters.
A very similar feature is highlighting . While applying a filter hides information that does not
meet your criteria, applying a highlight applies a yellow format to information that does
meet your criteria. Otherwise, the two features are nearly identical—you can apply built-in
highlights or create custom highlights, just as with filters. When a highlight is applied, the
message “Highlight Filter Applied” appears on the status bar.
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