Grouping, Sorting and Filtering a Schedule

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More detailed information on Grouping, Sorting and Filtering may be found in the "Customising a View within Prime" section.

 

To group, sort or filter the Schedule View, the option to "Allow Grouping and Filters" must be enabled.

 

1.Select Utilities > Configure > Schedule Settings from the Menu Bar.
2.Click the Allow Grouping & Filters option to toggle it on or off.  A tick indicates that the option is enabled.

 

(NOTE: Once enabled, this setting will be retained by Prime for future use).

 

To apply a Grouping, either:

 

•drag a Column title to the Grouping Area (green arrows indicate where the heading may be dropped into place); or
•insert a new field name:
i.Right-click in the Data Area.
ii.Select View Options > "Edit displayed data Edit Displayed Data" from the subsequent menus.
iii.Drag the appropriate field name from the Customization box to the required point in the Grouping Area and release the mouse button.
iv.Repeat if required, and then close the Customization box (click the cross in the top right-hand corner) to refresh the view of the data. (NOTE: The data refresh may take up to a minute to complete depending on the quantity of data affected.  Do NOT attempt to re-close the Customization box whilst the data refresh is in progress).

 

Once a Grouping has been applied, a sort or filter may be applied to the Grouped data.

 

Removing a Grouping

 

If a filter has been applied to a Grouping, the filter must be cleared before the Grouping is removed.  To do this:

 

1.Click the down arrow on the required field.
2.Select the (All) option from the subsequent listing.

 

Now remove the Grouping:

 

3.Right-click in the Grouping Area and select View Options > "Edit displayed data Edit Displayed Data" from the subsequent menus.
4.Drag the required field name to the Customization box and release the mouse button. (NOTE: If the filter has not been removed before the grouping option is undone, then a filtered view of the data will continue to be presented).
5.Repeat steps 1-4 as required.
6.Close the Customization box (click the cross in the top right-hand corner) to refresh the view of the data. (NOTE: If Prime is exited before the refresh has taken place, the filter will be retained by Prime for future use).

 

Applying a sort

 

1.If necessary, apply a Grouping.  Either:
•drag a column title to the Grouping Area (green arrows indicate where the heading may be dropped into place); or
•insert a new field name:
i.Right-click in the Data Area.
ii.Select View Options > "Edit displayed data Edit Displayed Data" from the subsequent menus.
iii.Drag the appropriate field name from the Customization box to the required point in the Grouping Area and release the mouse button.
iv.Repeat if required, and then close the Customization box (click the cross in the top right-hand corner) to refresh the view of the data. (NOTE: The data refresh may take up to a minute to complete depending on the quantity of data affected.  Do NOT attempt to re-close the Customization box whilst the data refresh is in progress).
2.Click the required group heading to enable the data sort.

 

A sort may be applied to any or all of the Group (or column) headings available.

 

Clearing a sort

 

1.Right-click in the Grouping Area.
2.Select View Options > "clear sort Clear Sort" from the subsequent menus.

 

Applying a Filter

 

1.If necessary, add a column heading or headings to the Grouping Area:
i.Right-click in the hierarchical pane.
ii.Select View Options > "Edit displayed data Edit Displayed Data" from the subsequent menus.
iii.Drag the appropriate field name from the Customization box to the required point in the Grouping Area and release the mouse button.
iv.Repeat if required, and then close the Customization box (click the cross in the top right-hand corner) to refresh the view of the data. (NOTE: The data refresh may take up to a minute to complete depending on the quantity of data affected.  Do NOT attempt to re-close the Customization box whilst the data refresh is in progress).
2.Click the down arrow on any of the field names within the Grouping Area and select the required filter type:
•All – displays all data (and therefore removes any previously applied filters).
•Custom – allows complex filtering across a range of criteria (see the Custom Filters section for more information).
•Blanks – displays all items which have a blank value in the currently selected heading.
•NonBlanks – displays all items which do NOT have a blank value in the currently selected heading.

The down arrow will change colour to indicate that a filter has been applied.  Once a filter is applied, a Customize bar will appear at the foot of the Data Area.

 

Removing a Filter

 

To remove a filter, but retain the grouping heading, either:

 

1.Click the down arrow on the required field.
2.Select the "(All)" option from the subsequent listing.

 

(NOTE: If filters have been applied to more than one field, repeat the above steps to remove the filters on each field); or

 

1.Click the cross on the Customize bar. (NOTE: This will clear all filter criteria currently applied).

 

To remove both a filter and a grouping:

 

1.Click the down arrow on the required field.
2.Select the "(All)" option from the subsequent listing.
3.Right-click in the grouping area and select View Options > "Edit displayed data Edit Displayed Data" from the subsequent menus.
4.Drag the required field name to the Customization box and release the mouse button.  (NOTE: If the filter has not been removed before the grouping option is undone, then a filtered view of the data will continue to be presented).
5.Repeat steps 1-4 as required.
6.Close the Customization box (click the cross in the top right-hand corner) to refresh the view of the data.  (NOTE: If Prime is exited before the refresh has taken place, the filter will be retained by Prime for future use).