One of the core features of views is the ability to filter rows according to particular criteria. When a row is filtered, you do not delete the row—you hide it from the specific view you are using to look at your sheet. Filters are a great way to hide rows or archive them if you do not need them anymore—without permanently deleting any historical information. Let's use filters to hide Labor costs from the Export QB sheet in the OnPlan platform.
Select the FILTER button in the view bar to bring up the filter menu.
Select the Add button, and it will create a new filter condition that you can customize.
Firstly, let's set the filter field. Since we want to hide the labor costs, select the drop-down menu, and then choose Name from the list.
Secondly, we need to select the filter operator. Select the drop-down menu. You will see a variety of options, including “contain,” “not contain,” "is," "is not," "start with," and “end with.” In our case, since we want to hide the records of the Labor costs row, we will leave it as "not contain."
Lastly, we need to enter the comparison value, which is the value that you will be comparing your rows. In our case, we will enter the Row name, i.e., Labor costs.
You will notice that the Labor cost row is not available in the Export QB sheet in the OnPlan platform.
You can add more filters if you would like to filter your rows by multiple criteria. Let’s add another filter that will further limit the visible rows to Type “Total Row.”
Again, select the Add button, and then select the filter field as Type from the drop-down. Select the “is” operator from the drop-down and enter Total Row as a comparison value.
Note:
Once you have applied any filters, you will see that the filter button gets a green highlight so that you can see at a glance whether or not any filters have applied to the view.