How To: Save a Filter

This document will simply explain how to save your most useful filters so that they are readily available in the Legend. This will save time as you won’t have to repeatedly recreate the same filter in TreePlotter™.

Prerequisites:

• Tutorial: Advanced Filter

Steps:

1. Create the filter
2. Click the ‘APPLY’ button.
3. Click the ‘SAVE VIEW FILTER’ button

4. If you are creating a new View Filter, choose ‘Create New View’, give it a name and click Save. If you want to update an existing one, choose it from the list and confirm you want to overwrite it
5. See that it appears in the Legend in the View Filter drop down

6. To use it, simply select it from the list. To stop using it, simply choose ‘Off’ from the same list.

Known limitations:

• The saving of filters is per user, so you don’t have to worry about clogging up a colleagues list! If your colleague wants the same filter, they’ll need to create it themselves. You could share it with them as a Map Scenario if necessary
• If a Data View has been saved and it includes a filter on the number of assets shown, it will also appear in the View Filter drop down.

Potential next steps:

• How To: Create and Manage your Views
• Tutorial: Map Scenarios