Adding an AND Filter Group
An AND filter group is a named set of one or more filters that affect the data output in a data entry grid in Data Entry. Adding an AND filter group produces a subset of records that meet all filter conditions. PCS Axis processes filters in a filter group in descending order beginning with the filter at the top of the filter group.
To add an AND filter group, follow these steps:
1 Select one or more pipeline segments in the
Select ROWs window (
Figure 7-114). Click
Save to close the window.
Figure 7-114. Select ROWs
2 Open the Edit <module> Data window. For example, click Data Entry > Edit CPDM Data > to open the Edit CPDM Data window.
3 Select the data grid you want to filter data. For example, click the
Inspection tab.
4 Click the
Customize tab
, then the
Filters button
to open the
Filters page.
5 Click
New ‘And’ Group to open a filter properties group box (
Figure 7-115).
Figure 7-115. Filters
6 Type a name for the filter group in the field Filter Group Caption.
7 Use filter selection fields to set up filter criteria. Select a PCS Axis field, operator, and one or more filter conditions.
8 If the AND filter group includes a date filter, such as
Facility Delinquent Date Is Between shown in
Figure 7-115, set a date range using a calendar or dynamic dates in the following manner:
• To set a date range using a calendar, click the down arrow in the start date field to open a calendar and select a date. Repeat this step for the end date field.
• To set a date range using dynamic start and end dates, click the
calculator button in the start date field and set up dynamic date properties. Repeat this step for the end date field. Clicking the calculator button opens and closes dynamic date property fields.
9 If you want the filter to remain on for all sessions when working with the data entry grid, click the check box Filter is Always On. When this check box is not selected, toggle the filter on and off in the options page using the filter’s check box.
10 Type a name for the filter in the field Enter Custom Filter Caption.
11 If you want to set up additional filter criteria for the filter group:
a Click
Add to open another filter properties group box.
b Type a name for the filter in the field
Enter Custom Filter Caption. Repeat
step 7 through
step 10 to set up filter criteria. Then click the close button
to close the filter group.
12 To move a filter to a different position in the filter group or a filter group to a different position in a group of filters:
a Point the mouse at the filter handle
to change the cursor to a vertical resize cursor
.
b Drag and drop the filter or the filter group to a new location.
13 Click
Save.
Note: Clicking the
edit icon for a particular filter opens that filter’s property settings allowing you to change settings as needed.
14 To apply one or more filters to the data entry grid (
Figure 7-116):
Figure 7-116. Options
a Click the
Options tab
to open the options page.
b Click the check box for each filter you want to apply. Then click
Apply to save changes and return to the data entry grid.
