Tips and Tricks: Using Grid Level Filtering and Grouping

Did you know that in every SMP grid we offer grid-level filtering and grouping? This allows you to customize your data query AND view however you need it! Here are some great tips for using these features.

Using Grid Controls for Grouping

Want to group your data by a given field – such as Account Manager? You can easily do this using the Group function.   Group data by a given field by simply left-mouse-clicking and dragging a field name to the top area of the grid. Double arrows will appear at the top.

Release the mouse click and the data will be grouped accordingly! You can even group data multiple times – e.g.: by Branch and Account Manager – if desired.

Using Grid Controls for Filtering

Grid controls allow the user to filter using single-value select or custom filtering. Available functions are similar to those you’d find in Excel grid filtering, such as:

• equals
• does not equal
• greater than or equal to
• less than or equal to
• like
• not like
• contains
• does not contain
• ends with
• begins with.

The grid control filters can be used by pulling down on the filter key in each grid field, then selecting option of choice, or the ‘custom’ option to set a custom filter of the users choosing. The filter key appears next to all field names, as shown in the screen shot.

When clicked, filters appear as shown in the screen shot below.

The Custom option then opens up a new popup window that allows you to select the operand(s) of their choice and a value against which to apply the operand. You can add multiple conditions for a given field as well!

If you have questions or want to learn more about using grid controls, contact your SMP Account Manager or email us at support@gosmp.com!