Create personal views

Any AVEVA Contract Risk Management user can create a personal view - a personalized view of grid data. Users can manipulate the display of information by applying filters to the various data columns so that only items that meet the selected criteria are displayed. Data columns that are not required can be hidden and the grid display order can be rearranged. Information can be easily exported to Microsoft Excel for further querying and reporting. When a user creates a view, the view can be applied to the grid at a later time to extract comparable information for monthly reporting etc. Only information that the user has permission to view is displayed.

Personal views are available only to the user who created them.

Note In a grid which displays communications or documents, you can only select tag groups for use in filters and column display if a tag from that group has already been applied to at least one item.

To create a personal view:

1. Navigate to the page containing the dashboard for which you want to create a personal view.

2. Click the Current View button and select Create a View from the menu.

   The Create a View page is displayed.

Step 1: Apply filters

See Filter operators for personal and standard views for more information about filters.

3. Enter a descriptive name for your view in the View Name field.

4. In the Filter Criteria tab, select the column on which you want to filter from the Column Label drop-down list.

5. Select an option from the Operator drop-down list. This displays the various filter options that can be applied to information in the selected column.

   Note The options available are dependent on the selected column data type (text, numeric or date).

6. Enter the value on which you want to filter in the Value field.

Tip If you are filtering a value by a Name, both the user's first and last name are searched on and the first name is the initial search value.(E.g. If you are searching on a column containing a user and Begins With is your operator, you should enter the first letters of the user's first name.)

7. If you want to further refine the display of information in your view, select one of:

   • AND - display results if both conditions are true

   • OR - display results if either condition is true

   Another filter is displayed. Apply filter criteria as above.

8. Click Add Group to display a second filter group if required. Filter Groups allow users add another filter that is of equal importance as the first group.

9. Select how the results should return information:

   • AND - display results if both group conditions are met

   • OR - display results if either group condition is met

10. Apply the required column filters to your additional groups.

Tip Click the icon (next to the Create View heading) to display a pop-up window of filter guidelines.

Note Click the icon assigned to the filter you want to delete.

Click the icon to insert a filter between two filters.

Step 2: Adjust the display of grid columns

To adjust the display of grid columns:

11. Click the Display Columns tab.

12. Reorder the display of columns by selecting the icon for the column to you want to reorder then drag and drop the column to it new position.

13. In the Display column, clear the check boxes for the columns you want to hide in your view.

14. In the Sort Order column, click the Set Sort Order link for the required column. Two drop-down lists are displayed. Select the display order from the left-hand list. Select the order (ascending/descending) that you want to sort the column from the right-hand list.

Step 3: Test your view

15. To test that your view is working as expected click the Test button.

    The Results tab is displayed listing items that match your criteria.

Step 4: Save your view

16. When you have applied all filters and set the display order, click Save.

    A confirmation message is displayed.

    Your view is now available to select from the Views menu.