Kildrummy® CostMANAGER provides powerful filtering which is seldom used to its full capability. In this guide my aim is to show you not only how it can be used, but how it can help you organise your input screen data to help you work more efficiently.
Basic Input Screen Sorting & Filtering
Aside from Desktop Filters, the most commonly known filtering and sorting method involves the headers at the top of each input screen level. This basic level of filtering allows you to sort your data by clicking the column header as well as quickly selecting individual lines of data by criteria specific to each column header. This can be done by clicking the filter arrow next to the column text.
I’m only interested in Project1 and Project2, so I’m going to filter out all other projects.
At this point, we can continue to make our data more suitable to our needs by filtering on another level of data. Say, for example, we’re only interested in Budget Item B1 under our selected projects. By adding this additional filter, we’re only seeing the budget items we want to see under those particular projects.
At this point, you may wish to turn your filters off. This is done automatically as you leave an input screen, or when you click the close button in the lower left hand corner of the input screen.
Advanced Input Screen Filtering
Next, we’ll take this a step further by creating an Advanced Filter. Advanced filtering allows you to create a much more complex filter by using specific mathematical syntax. In the next example, I want to show all my budget items which have a Control Budget greater than 150, but not to include my largest figure of 10,000,000,000.
After selecting the custom filter I’m able to tell the filter my exact criteria. By using “is greater than”, I’m able to specify that I do want to see Control Budget values larger than a specific amount, in this case 150.
I do not want to see my largest value, so I’ve also chosen an AND statement which allows me to add a second criterion: “does not equal”.
After applying this particular filter, the budget item which contained 10,000,000,000 for Control Budget within Project1is no longer visible and all other budget items which have a value of less than 150 for their Control Budgets are no longer displayed either.
Using Filter Builder
The final piece of filtering available to you within CostMANAGER is the Filter Builder, this can be accessed by clicking “Customize” from the bottom right hand corner of the input screen pane when a filter is already applied.
By using the Filter Builder you’re able to continue to add criteria to filter. This will also allow you to add filters across multiple columns. Not only that, but Filter Builder will allow you to save new and open existing filters that you might have created.
Filtering In Other Areas of CostMANAGER
Because CostMANAGER uses the same interface in many different areas, it’s possible to apply these same filtering conditions to different areas of the database, such as within the DataExchange (KCM 2.5 and onwards).