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T4/ MS Project: Creating advanced filters - Tutorial

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In this MS Project tutorial, you will learn how to create advanced filters.

  • Filter milestones or KPIs important to your project

These filters would be useful for your complex projects.

To get started, let's add a "project name" column to easily identify which project each task belongs to. Right-click the column header, then click "Insert Column" and type the column name. Next, assign a project name to each task. You can adjust the column width for better visibility.

Now let's create an advanced filter to only show project milestones. Go to the "View" tab, then click "Filter" and select "New Filter." In the window that opens, name this filter. Next, add the criteria:

  • Fields: Select the added column or type the column name.
  • Conditions: select "equal to".
  • Value: type "project".
  • Select “And”
  • Fields: select column, task name or type "Name"
  • Conditions: “contains”
  • Value: Type "gate".

With these conditions, this filter will only display project tasks that contain the word "gate". Click "Save" .

To apply this filter, go back to the "View" tab and select the filter you just created . To remove the filter, click the triangle next to "tasks" in the column header and choose "Clear filter."

Now let's add a "category" column to classify our milestones. Right-click the column header, then click "Insert Column" and select "Category." Assign categories to milestones, for example, development, design, etc.

Finally, let's create a filter to only display milestones in the development category. Go to the "View" tab, then click on "Filter", choose "New filters" . In the window that opens, name this filter. Then add the following criteria:

  • Fields: "Category", conditions: "equal to", value: "development".
  • Fields: "Name", conditions: "equal to", value: "gate".

Click "Save" and apply the filter . Don't hesitate to experiment with other criteria to personalize your filters according to your needs. Thank you for following this tutorial.


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