How to Filter, Find, and Sort

Use the following instructions to perform filter, find, and sort operations on column entries in Policy Manager right-panel tables.

  NOTE: Some Policy Manager tables use a set of Table Tools to find, filter, sort, print, and export information in a table. You can access these Table Tools by clicking the Table Tools  button in the upper left corner of the table. For more information, see Table Tools.

Instructions on:

Filtering

When the information in the right panel is presented in a column format, you can perform a filter so that only those entries matching your filter criteria will be displayed. You can filter the entries in a single column or in all columns, and you can apply consecutive filters.

  1. Select View > Filter. You can also right-click on a column header, and select Filter. The Filter window opens.
  2. In the Filter field, enter the numeric value or text you want to filter.
  3. Click the Case Sensitive check box to filter based on the exact case of the text entered in the Filter field.
  4. Click the Match Whole Word check box to filter based on the entire value or text entered in the Filter field.
  5. From the Column drop-down list, select the column you want to filter. If you select All Columns, the filter criteria will be applied to all entries.
  6. If you have already performed a filter, click the Whole Table option to perform a new filter on all entries instead of just the filtered entries. Or, click the Current Table option to perform a new filter on the results of the previous filter.
  7. Click Filter.

All entries that do not match the filter criteria will be removed. You can apply additional filters by repeating steps 2 - 7, or revert to the unfiltered entries by selecting Show All.

Finding

When the information in the right panel is presented in a column format, you can search for a specific value in a single column or in all columns. You can search forward or backward from your current position, and also restrict your search to match the exact case and/or whole word of the entry.

  1. Select Edit > Find. You can also right-click on a column header, and select Find. The Find window opens.
  2. In the Find field, enter the value or text you want to search for.
  3. Click the Case Sensitive check box to search based on the exact case of the text entered in the Find field.
  4. Click the Match Whole Word check box to search based on the entire value or text entered in the Find field.
  5. In the Direction box, select the direction in which you want to search: Forward (top to bottom) or Backward (bottom to top).
  6. From the Column drop-down list, select the column you want to search. Select All Columns to search all entries.
  7. Click Find.

The matching entry is highlighted in the right panel. Click Find again to search for another entry matching the search, or select Clear to clear the value in the Find field and enter a new search criteria.

Sorting

When the information in the right panel is presented in a column format, you can sort the column entries in ascending or descending order. Text fields are sorted alphabetically, numeric fields are sorted numerically, and mixed fields are sorted alpha-numerically.

  1. Select View > Sort. The Sort window opens.
  2. From the Column drop-down list, select the column you want to sort.
  3. In the Direction box, select the order in which you want to sort the list: Ascending or Descending.
  4. Click Sort.
The entries will be reordered based on the sort criteria.

Tip: You can also sort a column by right-clicking on a column header and selecting Sort Ascending or Sort Descending.

Related Information

For information on related windows:

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