Use this dialog box to create a new filter expression and to share a filter.
Note: Only the filter owner can edit the filter properties.
General Filter Expression Properties
Field | Description |
Name
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This field refers to the name of the filter for which a filter expression is being created. This field is read-only.
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Owner
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Click
to select a user who is the owner of the filter being created. The user currently logged on is the default owner.
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Brackets
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Click the bracket button to add or remove brackets in a row. Use brackets to group expressions within the filter.
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Filter Grid
Field | Description |
Logic
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Select the connection between two or more expressions using these guidelines:
- <None> is the default logic selected for the first row of a filter.
- You cannot select
<None> from the drop-down list. It is used only in the first row of a filter.
- You cannot make the first row an
Or or an
And logic.
- Use
Or to select multiple values from the same field or criteria.
For example, if you select the
Control Account field and you want to select multiple control accounts, you must use
Or as the logic between the control accounts to have both control accounts returned in the report.
- Use
And to select values from different fields or criteria.
For example, if you select the
WBS field and you also want to select a control account, you must use the
And logic between the two. When the report runs, the selected WBS and control account are returned.
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(
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The bracket column displays when an opening bracket is used for that row of the filter expression. Click the bracket buttons to set or clear brackets from the selected row.
You can enter an expression even without an opening bracket.
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Field
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This field includes only the criteria associated with the report that is run. Click
to select a filter criteria.
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Level
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This field includes all levels in the hierarchy for the selected code structure. This field is enabled if you select any of the following in the
Field column and if the selected structure is hierarchical:
- Fields in the
Control Account,
Work Package, and/or
CAM
- Codes assigned to the
Control Account and/or
Work Package
- Resource
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Operator
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Use this column to enter an operator that Cobra uses to evaluate whether a criterion meets the requirements of the filter selection. Select one of the following operators:
- =: Select the equal sign if you want the value returned when running the report to equal the value selected in the
Value column.
- <>: Select the not equal sign if you want the value returned when running the report to not equal the value selected in the
Value column.
- <=: Select the less than or equal to sign if you want the value returned when running the report to be less than and/or the same value as that selected in the
Value column.
- =>: Select the greater than or equal sign if you want the value returned when running the report to be greater than and/or the same value as that selected in the
Value column.
- <: Select the less than sign if you want the values returned when running the reports to be less than the value selected in the
Value column.
- >: Select the greater than sign if you want the values returned to be greater than the value selected in the
Value column.
- LIKE: This operator means “Begins with". Use the LIKE operator when selecting a level of a hierarchal structure. Select it if you want the values returned when running the report to at least match that selected in the
Value column.
For example, assume the value is
1.1.1, which is the third level of a structure. When the report runs, it returns all values that contain 1.1.1 in the third level of their structures. The returned values can include 1.1.1.2 and 1.1.1.2.2.
- NOTLIKE: This operator means “Does not begin with". Use the NOTLIKE operator when selecting a level of a hierarchical structure. Select it if you want the values returned when running the report to not contain the values selected in the
Value column.
For example, assume the value is
1.1.1, which is the third level of a structure. When the report runs, it returns all values except for values that contain 1.1.1 in the third level of their structures. The returned values can be
1.1.2.1 and
1.1.2.3.
- Equals or Child Of: Use this sign in hierarchical queries to return the selected value and any children of that value.
For example, if LABOR is selected using
Equals or Child Of as the operator, the filter returns Labor and all of the child codes under Labor such as ENGINEER, ASTRO, QUALITY and others.
- Value: Click
to select a value. The list of values you can select from depends on the field selected in the
Field column.
If you select
Date in the
Field column, clicking
in the
Value column displays the Date Lookup dialog box.
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)
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The bracket column displays when a closing bracket is used for that row of the filter expression. Click the bracket buttons to set or clear brackets from the selected row.
You can enter an expression even without the right bracket.
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Filter Sharing
Field | Description |
Share this filter with the following group
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Use this field to enter the name of the group with whom you want to share the filter. You can also click
to select a group.
If you leave this field blank, the filter is considered personal.
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