Applying and editing filters

To apply a filter to the active view, click the Filter dropdown in the View Data group on the View tab and select it from the list, or select the More Filters command from the Filter dropdown, then select the filter you want to apply. If you have categorised the filters in a project, the filters appear within their categories. To apply a filter to multiple charts, CTRL-click the charts in the project view so that all the selected charts are displayed in the active view, then apply the filter. To apply a filter to the whole project, select in the project view.

Once you have applied a filter to the active view, you can apply it to the project view as well if required, so that parts of the project hierarchy that do not match the filter criteria are hidden from view.

To create a new filter based on the current one:

On the View tab, in the View Data group, click the Filter dropdown and select Save As. The Save Filter dialog appears.
Type a name for the new filter, specify a category to assign to it if required and click OK. You can then edit the new filter to set up the criteria that you want.

To edit the current filter, click the Filter dropdown in the View Data group on the View tab and select Properties. The Filter Properties dialog appears, in which you can amend the filter criteria.

You can also use the More Filters dialog to create a new filter, edit a selected filter, save a selected filter under a new name, and delete a selected filter.