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

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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.