VISUAL PLANNING 5.3 DOCUMENTATION

Resources filter

DEFINITION

Resources Filters allow to filter resources of a dimension according to many criteria.

This is a very important tool in the daily handling of the tool.

Resources filter simplifies the visualization and can be used by many features of VISUAL PLANNING.

Resource filters from the same dimension are a blend of one or more different types of criteria.

SETTINGS

Create a resources filter

To create a resources filter, go to:

  • Globals settings panel, then Filters > Ressources Filters > Right click > Create Filters > Dimension:

The lower part is activated:

It necessary to specify the characteristics of the filter and click on the OK button.

The characteristics are the following:

Name

This is the filter's name.

Description

This is an optional description which can provide information on the usefulness of the filter.

Private

This box allows, if it is checked, to set the filter as private.

History

This is the date, the last modification hour and the last login who made the last modification.

This property is automatically updated.

Setting only

This box allows, if it is checked, to hide this filter in the filter menus.

Filter's criteria

By clicking on the right button , the criteria's filter window opens:

To build the filter, the following operations are necessary.

Add a criterion

You can add one or more criteria to filter, by clicking on Add:

cf. Types of criteria and groups

Add a group of criteria

It is possible to create a group of criteria by two methods:

  • Click on the Add button > Add a group of conditions.
  • Select several criteria, then click on the Group button:

cf. Groups of criteria

It is possible to ungroup some criteria selecting them and then clicking on the button “Ungroup”.

Delete a criterion or a group

To remove a criterion or a group, click the Delete.

Deleting a group deletes all its components criteria.

Duplicate a resources filter

Through the Global Settings panel, it is possible to duplicate a filter Filters > dimensions' filter > Dimension > right-click on the filter > Duplicate:

The lower part of the window is then activated where criteria have to be modified. (c.f Create a ressources filter)

Modify a resources filter

The modification of a filter is done in the Global Settings panel. Click on Filters > Resources Filters > Dimension of the filter > Select the filter to modify.

Then the lower part is activated where it is necessary to modify criteria. (cf. Create a resources filter)

Delete a resources filter

Before you delete a filter, it is suggested to check that it is not used by any other function (another filter, an event report, a constraint …).

To delete a filter, go into Global Settings > Filters > Select the filter > Right-click > Delete:

A confirmation window for the deletion appears:

Two options are available:

  • Confirm the deletion with the button Yes.
  • Cancel the deletion with the button No.

Deleting a filter is irreversible.

Types of criteria and groups

There are several different types of criteria that can be joined in groups.

Criteria on dimension's heading

In this case, the criterion is based on the query mode with the triplet: “Heading / Condition / Value”.

Heading Condition Value
Choose a heading of a dimension equals to Enter a value
or check the box to ask
or depending on a dimension's or form's heading
not equal to
contains
doesn't contain
begin with
doesn't begin with
end with
doesn't end with
greater than
less than
greater or equal to
less or equal to
is included in
is not included in

Moreover, conditions differ according to the type of heading.

It is possible to set the Value with the global variables of the user:

  • $USERNAME
  • $GROUPNAME

If the box To ask is checked, an entry window will be opened when launching the filter:

At the right side of the check box, a new edit button can be activated. Once activated, a new dialog box will appear allowing editing the variable name for the chosen criteria:

This named variable can be used in the defintion of import or export contexts using URL address. Each variable will take the value marked in the specified URL, allowing to customize each time the filter. cf. Exports & imports by URL.

Criteria on dimension

In that case, the criterion is based on the dimension's resources.

Two options are available, the selection mode and the combined filter mode :

Condition Value
Selection is included in Choose the resources
by holding down the CTRL key on the keyboard
is not included in
Combined filter is in the filter Select an existing filter
or create a resources customized filter
is not in the filter

It is possible to check the box To ask. If it is the case, an entry window will appear when launching the filter.

cf. Combined filter

Criteria on history

Criterion Condition Value
Creation date
Modification date
equals to
not equal to
greater than
less than
Greater or equal to
less or equal to
is included in
is not included in
Choose a value
or check the box “To ask”
or depending on a heading
Created by
Modified by
equals to
contains
not equal to
begin with
end with
greater than
less than
greater or equal to
less or equal to

It is possible to set the Value with the global variables of the user:

  • $USERNAME
  • $GROUPNAME

If the box “To ask” is checked, an entry window will be opened when launching the filter:

At the right side of the check box, a new edit button can be activated. Once activated, a new dialog box will appear allowing editing the variable name for the chosen criteria:

This named variable can be used in the definition of the import or export contexts using URL address. Each variable will take the value marked in the specified URL, allowing to customize each time the filter. cf. Exports & imports by URL.

Criteria on events filter

This criterion allows you to filter resources based on the presence or absence of certain types of events on these resources.

Events are defined by a filter of events. So this is a combined filter.

Type Events filter Relative to the period Period
Contains no event
or Contains at least one event
from the events filter
Choose an existing filter
or create a customized filter
Intersect the period Choose an existing Time period
or create a customized time period
or check the box To ask
Cover the period
Included in the period
Start in the period
End in the period

If the box To ask is checked, the period will be defined by the user when applying the filter.

Groups of criteria

Two possibilities are available:

  • Verify all criteria: only resources that respect all criteria will be considered in the result of the filter. This option consists in an intersection of the criteria.
  • Verify at least one criteria: once a resource satisfies at least one of the criteria, it will be taken into account in the result of the filter. This option is a common criteria.

USE

Launch a resources filter

Use by other functions

Print/export
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