Practice CS: Searching, Filtering, Grouping, and Sorting Data

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Practice CS utilizes 5 Separate tools to help organize data and information These tools are: Sort, Group, Search, Filter, and Field Chooser. Knowing how these tools work will improve efficiency and accuracy when you are trying to retrieve specific information from Practices CS.

Throughout Practice CS, various combinations of the 5 organizing tools detailed below are available to assist in your work.

Important! Some areas of Practice CS may utilize some but not all of these tools. For instance, the Project Management screen makes use of all 5 of the tools, but the Time and Expense Entry Overview Screen only utilizes Filtering, Grouping, and Sorting.

Searching

The Search field allows you to find specific items by searching for text.

Search Field

Click the drop-down menu in the Search field to set the parameters of the search and optimize the results.

Once the search parameters are set, enter your search term and click the magnifying glass. Magnifying Glass

Click the red X to clear the search results. Red X

Note: It is not necessary to clear the search results before entering your next search term into the search field.

Filtering

Filtering allows you to narrow down the data on the screen to include only data that fits within your filter criteria.

To view the filter field, click the chevrons next to the search field. If the chevrons are pointing down the filter will be hidden. If the chevrons are pointing up the filter will be visible.

In the filter drop-down, select the attribute you want to filter for.

Filter Drop Down

Note: The attributes available in the filter drop down will be different depending on what screen you are on.

After selecting the attribute to filter for, select the method from the next drop-down menu.

Filter Method

The next drop-down will depend on which method you choose.

Other methods include:

For more information on creating custom filters, see How to create custom filters.

Grouping

Grouping can be done on any data screen that contains the gray bar at the top stating "Drag a column header here to group by that column."

Grouping Bar

To group by any column header, click and drag the column header to the grouping bar and drop it there.

Once grouped, the data grid will list each group with the number of items in that group.

Grouped by Client ID

Note: Since the data is being grouped by Client ID, there is no longer a column named Client ID and the Client ID header shows in the grouping bar.

To view the items in each group, click the Expand Groupin front of the group to expand. The result will be a list of items in that group.

Expand Client ID

To group by multiple headings,click and drag additional column headings to the grouping bar.

Multiple Groupings

To remove groupings, click and drag each heading back down to the heading bar.

Note: You can place the heading anywhere on the heading bar. Red arrows will indicate where you will place the column once you release it. In the screen shot below, we are placing the Office heading in between the Project and Project Description columns.

Return Grouping

Sorting

Sorting can be used to sort columns by amount, date, or alphabetically. To sort, click the column header that you would like to sort by.

When sorting a column you will see a black arrow in the header indicating what direction the column is being sorted (highest to lowest, earliest to latest, etc.).

The following screenshots illustrate sorting a date column oldest to newest, then newest to oldest, and then removing the sort.

First click sorts oldest to newest sorting Second click sorts newest to oldest

Third click removes the sort

Field Chooser

To select which columns display, click the field chooser button.

Once the field chooser is open, select which fields you would like to display.

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