Project 2013 Advanced

Lesson 1 - Filtering/Sorting/Grouping Information

Project 2013

C REATING A C USTOM F ILTER

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Discussion

While Microsoft Project contains filters, you may not find a filter to display exactly the information you need. You can use the Filter Definition dialog box to create custom filters. You can create custom filters either by creating a new filter or by making a copy of an existing filter and modifying it. New custom filters automatically display in the Filter list. A filter consists of a field, a test, and a value. In the Filter Definition dialog box, the Field Name field specifies the field with the information you want to test, the Test field indicates the test for the condition, and the Value(s) field specifies the information against which you want to compare the field data. You can type information into any of these fields, or you can select from a list of options for each field. When you create a filter, the data in the Field Name and Value(s) fields must be of the same type. For example, if the field name is Start Date (a date field), the value cannot be Cost (a number field). You can create an interactive filter by typing the text for the value in quotation marks, followed by a question mark. An interactive filter will prompt you to complete the filter criteria each time you use it. The Group resource filter is an example of an interactive filter.

You can create multiple criteria to use with your custom filter. If you define three or more criteria, the And statements are considered before the Or statements.

Creating a custom filter

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