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CrisisHelper - First Aid in Tough Times of World Economic Crisis


_bm0 Global Date Filter

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Global Date Filter influences the set of financial records displayed in pages or windows where it is available. Using this filter you can select to view the records which fit the certain date interval.

The Global Date Filter is available from the following pages (marked with blue frame on the screenshots):

clients_avail

proj_aval

corp_avail

freel_avail

 

And from these windows:

clients_avail_win

proj_avil_win

corp_avail_win

freel_wind_avail

The Global Date Filter panel is displayed in the bottom right corner of the Projetex 2006 window:

global date filter

 

line

 

Setting a new date interval for the records displayed.

 

1. Click Edit button from the Global Date Filter panel. The Edit Global Date Filter window will open.

edit global date filter

 

2. Select Preset Period if the period you want to specify is limited by year/quarter/month:

preset period

 

or select Custom Period if you need to specify the concrete dates:

custom period

 

3. If you have selected:

·Preset Period, select the Year, Quarter or Month interval and then the concrete value:

year

quarter

month

 

·Custom Period, select the Start and/or Finish options and specify the concrete dates using the correspondent drop-down calendars:

start date

 

4. Click OK to switch on the filter or click Cancel to disannul the filter setting.

 

After the filter is switched on, only the records which date of creation fits the specified condition are displayed. The specified period is displayed on the Global Date Filter panel. For example:

filter on

 

To switch off the Global Date Filter click Off button. When the Filter is turned off, the text above its buttons displays Off label:

filter off

 

To switch on the recently used filter click Recent button.

_bm3 Note: Global Date Filter has really global nature. If you change it in one page or window, it will change globally. Defined limits will affect displaying of all records within Projetex 2006 where Global Date Filter panel is available.

_bm3 Note: Global Date Filter setting is saved when you close the program and will be used next time you run Projetex.

 

line

 

See Also:

Using Local Custom Filter

Projetex 2006 User Interface



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