These tech tips are offered free of charge in the spirit of sharing knowledge with others. They do not include technical support, should you have a problem with them. We are always interested in how they can be improved, please do not hesitate to email us your comments. These tips have been thoroughly tested by our consultants in a variety of environments. Please read these tech tips thoroughly and be sure that you understand them before trying to use them. We cannot be responsible for issues that develop because of the configuration of your hardware, technical environment or application of the tech memos. If you are not sure, then we urge you to contact Oracle technical support or your local support consultant for assistance. Overview Filters are powerful tools to extract specific information from the schedule. Used in conjunction with Group & Sort, and customizing Columns, Schedulers working in P6 can create a Layout. This edition of Tech Tips will discuss the topic from a very basic “how to create a filter” to building nested filters. Definition Filtering determines which activities are displayed in a layout. • Enables you to create customized layouts that: - Limit the number of activities displayed. - Help you focus on a particular group of activities (critical activities, for example). 1. P6 Fundamentals Copyright © 2013, Oracle. All rights reserved. Creating a Filter in P6: Like many features of P6, usually there are multiple different methods to accomplish the same task. Filters can be accessed in four different locations: 1. Listed under the “View Menu” 2. Selecting the Filter icon in the “View Toolbar” 3. Also from the “Layout Options Bar” 4. Lastly, by right click in the Activity Table Regardless of the method used above, please select the option to “Customize.” Next we will create a new filter using the “New,” or add button. OCTOBER 2018 ORACLE PRIMAVERA P6 HOW TO CREATE A NESTED FILTER
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Thesetechtipsareofferedfreeofchargeinthespiritofsharingknowledgewithothers.Theydonotincludetechnicalsupport,shouldyouhaveaproblemwiththem.Wearealwaysinterestedinhowtheycanbeimproved,pleasedonothesitatetoemailusyourcomments.Thesetipshavebeenthoroughlytestedbyourconsultantsinavarietyofenvironments.Pleasereadthesetechtipsthoroughlyandbe
surethatyouunderstandthembeforetryingtousethem.Wecannotberesponsibleforissuesthatdevelopbecauseoftheconfigurationofyourhardware,technicalenvironmentorapplicationofthetechmemos.Ifyouarenotsure,thenweurgeyoutocontactOracletechnicalsupportoryourlocalsupportconsultantforassistance.
OverviewFiltersarepowerfultoolstoextractspecificinformationfromtheschedule.UsedinconjunctionwithGroup&Sort,andcustomizingColumns,SchedulersworkinginP6cancreateaLayout.ThiseditionofTechTipswill
discussthetopicfromaverybasic“howtocreateafilter”tobuildingnestedfilters.
DefinitionFilteringdetermineswhichactivitiesaredisplayedinalayout.
• Enablesyoutocreatecustomizedlayoutsthat:- Limitthenumberofactivitiesdisplayed.- Helpyoufocusonaparticulargroupofactivities(criticalactivities,forexample).
1. P6FundamentalsCopyright©2013,Oracle.Allrightsreserved.
CreatingaFilterinP6:LikemanyfeaturesofP6,usuallytherearemultipledifferentmethodstoaccomplishthesametask.Filterscanbeaccessedinfourdifferentlocations:
1. Listedunderthe“ViewMenu”
2. SelectingtheFiltericoninthe“ViewToolbar”
3. Alsofromthe“LayoutOptionsBar”
4. Lastly,byrightclickintheActivityTable
Regardlessofthemethodusedabove,pleaseselecttheoptionto“Customize.” Nextwewillcreateanewfilterusingthe“New,”oraddbutton.
OCTOBER 2018 ORACLE PRIMAVERA P6
HOW TO CREATE A NESTED FILTER
HOW TO CREATE A NESTED FILTER
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Nomatterwhichkindoffilteryou’rebuilding,thisstepbelowisoneofthemostimportant.Choosethecriteriafor“Displayallrows.”Tochangeselection,simplyclickyourmouseinthecellbelow“Parameter.”
• (Allofthefollowing)meaningthattheconditionsineachandeveryoneoftherowsmustbe
satisfied.Forexample,thiswouldbeagoodmethodtofindaproject(s)intheNorthernRegion,specificallytheMountainDivision,consistingofawoodstructure,startingconstructionnextMay.Allfourofthoseconditionswouldhavetobemet,fortheproject(s)toappearinthefilter.
• (Anyofthefollowing)meansthatifanyoftheconditionsinasinglerowismet,theywillbefiltered.Let’ssayyourdepartmenthasuniqueprojectIDnumbers,thiswouldbegreatformakingalist.
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InformationRegardingFilters
• 3waystoapplyFilter– Filteron– Filterout– Filter“contains”
• DifferentParametersforProjectLevelvsActivityLevel• MultipleFilterscanbeusedinthesameLayout• DateintheFiltername(optional)keepstrackofwhenitwascreated• BeverycarefuldeletingFilters,theycouldbeusedbyanotherpersonforLayoutsorReports.• PeriodicQCtomaintaineffectiveness.Makesurethefilterisstillworkingproperly,thatthe
parametershaven’tchanged,thatit’spickingupwhatit’sintendedfor.
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NestedFilterNestedFiltersareapowerfultoolinspecifyingParametersandValues.Bysimplyaddingadditionallevelstothefilterhierarchy,youcaneasilycreateaNestedFilter.Herearethesteps:
1. Createbasic(Allofthefollowing)filter
2. Addanother(Allofthefollowing)nextto“Where.”
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3. Simplyaddinganotherrowautomaticallyindents,becomingLevel3.Ifyoueverneedtoadjusttherowsinhierarchy,usethedirectionalarrowsinthelowerrighthandcorner.
4. SpecifytheParametersandValues
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5. Addanotherrow,fortheParameterselect“(Anyofthefollowing).”Usethedirectionalarrowstooutdenttolevel2.Thefilterisnowcombining“And”&“Or.”
6. SpecifytheParametersandValues
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SummaryP6hasthefilteringcapabilitytocombine“And”&“Or,”intoasingle,nestedfilter.ThiseditionofTechTipsoutlined,injustafewsteps,howtoachievethisfunctionality.CommonchallengesexperiencedwithfiltershavebeenidentifiedandchecksprovidedtoensuretheP6UsersuccessfullycreatesanassortmentofdifferentfiltersforP6.
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