Tips & Tricks Video: Filter Editor


Filter any grid, any time, to view things just the way you like it.

One of the powerful features in Expert Estimation is the Filter Editor. Almost any grid with columns can be filtered to see just the items you want to see by using the Filter Editor. This is particularly helpful if you want to focus on specific Direct Cost items or Resources. To open, right click on any column header, then select Filter Editor.

Within the Filter Editor dialogue box, you are able to define custom selections for items and lines. These options allow you to set the specific criteria required in order for Expert Estimation to filter the window. The criteria can use multiple filters and multiple logic gates.

Once you choose a logic gate, press the plus symbol here. Click to choose which columns to filter, which equivalents filter to use, and then enter the value or text to filter by.

So now we can see just the items that contain the word ‘concrete’ in the description.

We can edit the filter to take it a step further. Click on the plus (+) symbol to add more filter criteria. Here we will select Quantity is greater than 5. Now we’ll see just the Concrete items in our Direct Cost Schedule with quantities greater than five.

Let’s keep the filters the same but change the logic gate to ‘Not And’. This shows us everything that is not in the filter.

Changing the logic gate to ‘OR’ allows us to see results for either filter 1 or 2, or both.

Selecting ‘Not Or’ reverses what you are filtering for. With the ‘Not Or’ logic gate you are filtering to remove items in the filter from the view. Here we will see everything that either does not have a quantity greater than 5 or does not have a description containing Concrete. This shows us everything that is not in the filter.

To delete a filter, click on the cross symbol to the right of the filter, or delete the parent node at the top and all of the filters below will be removed.

Alternatively, you can right-click on the column header and then in the drop-down context menu select ‘Clear Filter’, or you can simply close the window. When a filter is applied to a window, it is only applied to that window at that time. It is not remembered the next time you open the same window.

The Filter Editor is also great at helping you quickly select which items or resources to print in Reports. You use it in exactly the same way throughout the application. This allows you to quickly identify specific items required in a report by filtering the display, and then using the checkbox on each line item for inclusion in the report.

You’ll discover there is a lot that you can do with the Filter Editor. To find out more about this feature, have a look at the relevant links provided in the description box below. Our in house customer support specialists are here to help you, 24/7 every day of the year.