Forum Discussion

ggendron62's avatar
ggendron62
Copper Contributor
Oct 24, 2020

Filtering?

Hello and thanks in advance for your help.

 

I have a library of documents. They correspond to projects - each document describes a project.  I have added a column that gives, for each project, the invoiced amount.  I would like to be able to say: show me only the projects for which the invoiced amount is greater than a specific figure, say $50k.

 

Is that done through the definition of a filter with a condition and a value (the $50k mentioned above.  Please provide any pointer as to where I could find an example of something like this. 

 

Thanks in advance.

Guy

3 Replies

  • Eva Vogel's avatar
    Eva Vogel
    Steel Contributor

    Hello ggendron62,

    You can filter or group your files in a library as well as your items in a Project List, like i do with my Project List. On the upper right of your Library pls. click on the Gear - Library Settings. Scroll down to Views - I named my Project List Views as "ProjektKurz" and I like the Grouping Views, so one can have multiple bugget limits at the same time, not only several filters then... Pls. see my screenshots. 

     

    If it helps you, pls give a LIKE.

    Kind regards, Eva.

     

     

     

     

    • ggendron62's avatar
      ggendron62
      Copper Contributor

      Eva Vogel Thanks. I did get that I need to create a view to achieve my goal.  That's great. Thanks for that.

       

      I am intriguing at how you go about grouping the projects so that say you get a group where the cost is from 0 up to but excluding 50k$, then a second group from 50k$ up to but excluding 100k$, etc.  Could you just elaborate a bit more as to how you can achieve this.  Please note that I don't understand German, so figuring out what the screenshots represent is a bit hard for me.  

       

      I really do appreciate your help.

      Guy

Resources