The Data Section Filters tab in CoAuthor's Word Add-in offers a robust method for refining and managing your data. This feature enables you to apply multiple filters using the AND and OR logical operators, allowing for the creation of complex and precise conditions. Furthermore, you can group these filters to ensure they are evaluated in the correct order, which enhances both the accuracy and efficiency of your data queries.
This article assumes that you have already created a Data Section as outlined in the following article: Data Sections - How to Create Sections
Add a Filter
To add a Filter in the Data Section, follow these steps:
Log into CoAuthor
Open a Project
In the Documents Tab, click on the Narrative Document Name
Once the Narrative Document opens in Word, click on the Add-in to open it
Click on the Data Sections tab
Click on the Data Section you'd like to create a list for
Click on the Filters tab
Click on the Column menu to display the menu
Click on a Column name to select the column
Click on the operator menu to display the list
Select an operator from the list
Click on the Value menu to display the menu
Select a Value from the list
Click Save to save your filter selection
Add Additional Filters
To add additional Filters in the Data Section, follow these steps:
Log into CoAuthor
Open a Project
In the Documents Tab, click on the Narrative Document Name
Once the Narrative Document opens in Word, click on the Add-in to open it
Click on the Data Sections tab
Click on the Data Section you'd like to create a list for
Click on the Filters tab
Click on the Column menu to display the menu
Click on a Column name to select the column
Click on the operator menu to display the list
Select an operator from the list
Click on the Value menu to display the menu
Select a Value from the list
Click the plus sign next to Filter to add another filter
Repeat steps 8 - 14 until the filter criteria meet your requirements
Click Save to save your filter selection
Friendly Labels
The "Friendly Labels" checkbox allows the writer to display either acronyms or their corresponding full display names while utilizing the filters.
To display the full name for each list item in the column menu, click the checkbox next to "Friendly Labels"
Add a Group
To add a group of Filters in the Data Section, follow these steps:
Log into CoAuthor
Open a Project
In the Documents Tab, click on the Narrative Document Name
Once the Narrative Document opens in Word, click on the Add-in to open it
Click on the Data Sections tab
Click on the Data Section you'd like to create a list for
Click on the Filters tab
Click on the Column menu to display the menu
Click on a Column name to select the column
Click on the operator menu to display the list
Select an operator from the list
Click on the Value menu to display the menu
Select a Value from the list
Click the plus sign next to Filter to add another filter
Repeat steps 8 - 14 until the filter criteria meet your requirements
Click the sign ⤷ next to Group
Repeat steps 8 - 13 until the group filter criteria meet your requirements
Click Save
Delete
To delete a filter or group of filters, click the trash icon.
🛑 Caution: Clicking the trash icon will permanently remove the filter or group of filters. This action cannot be undone and does not prompt a warning.