Filter, Search, and Sort in Open Workbench

Use filters, searches, and sorts to find Open Workbench (OWB) project data.
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Use filters, searches, and sorts to find Open Workbench (OWB) project data.
 
Filter Data in Open Workbench
When you create a filter, you can save it to the Open Workbench (OWB) Library as an .rwf filter file and later apply it to any view. Use the 
Filter Definition
 dialog to create or edit filters that are part of and apply to a single view (not saved as .rwf filter files).
You can also access the
Filter Definition
dialog from the
Libraries
dialog.
Follow these steps:
  1. Open the 
    Project
     ribbon.
  2. Click 
    New Filter
     in the 
    View
     group.
  3. Enter a name for the filter.
  4. Double-click the information folders to display the field names.
  5. Drag the field names to the 
    Field
     column to create a filter.
  6. Complete the following information in the Filter grid:
    • Compare
      . Select the appropriate relationship. For example, Equal, Not Equal.
    • Value
      . Select or enter the defining criteria.
    • And/Or
      . Select And or Or to add another row to the filter.
      The data type of the value must correspond to the field name. For example, if the field name is numeric, the value must also be numeric. You can use wildcard characters (* for any number of characters or ? for single characters) to search for substrings within field names.
  7. Click 
    Save
     to close the 
    Filter Definition
     dialog and to open the 
    Save Filter Definition
     dialog.
  8. Click 
    Save
    .
  9. To apply the filter to an appropriate view, click its name in the 
    Library
     or select it in the 
    Libraries
     dialog and click 
    Apply
    .
To edit a filter, open the
Project
ribbon, and click
Manage Library
in the
View
group. Select the filter in the
Filters & Sorts
group and click
Edit
. If the filter you are modifying is not part of a view definition, you can save it as a new filter file.
Search Data in Open Workbench
Use the 
Find
 dialog to search for specific project information in views. You can construct search criteria from field names that appear in a view, and construct search statements on the many combinations of data that comprise your project plans. To find information in a view, open the 
Find
 dialog and select field names as the basis for your search criteria.
Searches begin at the cell in which your cursor is placed and works downward within the view.
You can combine 
And
 and 
Or
 arguments to refine your search. For example, if you have multiple search statements listed in the Criteria grid, the search starts at the top and looks for information in your project that matches the criteria. The last And/Or statement that is listed in the dialog is ignored unless you add another statement.
Follow these steps:
  1. Open the 
    Tasks
     ribbon.
  2. Click 
    Extended Find
     in the 
    Search
     group.
  3. Double-click the information folders to display the field names.
  4. Drag the field names to the 
    Field
     column.
  5. Select the relationship from the drop-down list in the 
    Compare
     column.
    Default:
     Equal
    Values:
     Equal, Not Equal, Greater, Less, Not Less, and Not Greater
    The choices available depend on the fields you have selected.
  6. Double-click the cell in the 
    Value
     column and enter a value.
    The value that you enter must be valid.
  7. Select one of the following options in the 
    And/Or
     column to define the link type:
    • And
      Finds data that matches the current and following field names and comparison conditions you enter, and to link multiple search criteria.
    • Or
      Finds data that matches either the current or following search criteria.
  8. Click 
    OK
    .
To search for other occurrences of matching data, select
Edit
,
Find Next
. Another search is performed and displays in the project.
Sort Data in Open Workbench
When you create a sort, you can save it to the Open Workbench Library as an RWS sort file and apply it later to any view. Use the 
Sort Definition
 dialog to create or edit sort files. These sorts are duplicates of their base views (the view that was current when the sort version was created).
You can apply sorts to views that include the sorting criteria and that are not CPM views. To create or edit sorts and apply them to a single view (not saved as .rws sort files), use the 
Sort
 tab of the 
View Definition
 dialog.
Follow these steps:
  1. Open the 
    Project
     ribbon.
  2. Click 
    New Sort
     in the 
    View
     group.
  3. Enter a name for the sort.
  4. Double-click the information folders to display the field names.
  5. Drag the field names to the 
    Field
     column to create a sort.
  6. Complete the following information in the 
    Sort
     grid:
    • Start Column
      . Enter the column number at which to start the sort.
    • Sort Length
      . Enter the number of sort characters.
    • Sequence
      . Select Ascending or Descending.
  7. Click 
    Save
    .
  8. To apply the sort to an appropriate view, click its name in the Library or select it in the 
    Libraries
     dialog and click 
    Apply
    .
 You can modify an existing sort and can save it as a new sort file. To edit a sort, open the 
Project
 ribbon, and click 
Manage Library
 in the 
View
 group. Select the sort in the 
Filters & Sorts
 group and click 
Edit
.