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  #1  
Old 02-14-2017, 03:48 AM
Mattias Mattias is offline Filter out completed tasks in a report Windows 10 Filter out completed tasks in a report Office 2016
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Filter out completed tasks in a report
 
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Default Filter out completed tasks in a report

I am playing around with a simple report to create a report for a gentleman within the company who really loves his todo-lists...



I have created a simple table where I show
- Project
- Name (of task)
- StartDate
- EndDate
- Resources allocated
- Duration

This table is then filtered on the gentleman in question and this produces a nifty, simple todo

The thing that puzzles me is that in this list I can see prior tasks, already completed and I can not find a way to add an additional filter, to set table to only show future dates.
The other way would of course be to somhow exlude tasks marked as 100% complete, but this one eludes me too...

Any takers?
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  #2  
Old 02-14-2017, 05:12 AM
JulieS JulieS is offline Filter out completed tasks in a report Windows 10 Filter out completed tasks in a report Office 2016
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Location: New England
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Add the % complete field to the table and use the autofilters (drop down to the right of the field name) to filter out tasks where % complete is 100%.

Using the autofilter allows you to filter on multiple columns on the fly.
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  #3  
Old 02-14-2017, 06:29 AM
Mattias Mattias is offline Filter out completed tasks in a report Windows 10 Filter out completed tasks in a report Office 2016
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Filter out completed tasks in a report
 
Join Date: Jan 2017
Posts: 34
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I am not sure if we are talking about the same view here.
In Gannt view I have the option to filter the column as you describe.

When in Report view, I cannot see any filter option per table column? Not even in the field list.

I forgot to mention that the gentleman in question also loves his todo-lists printed...
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  #4  
Old 02-14-2017, 04:25 PM
JulieS JulieS is offline Filter out completed tasks in a report Windows 10 Filter out completed tasks in a report Office 2016
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Ah, sorry. You can create a custom task filter where
Resource Names contain "gentlemans name"
AND
Percent complete does not equal 100

The filter can then apply the filter to the report.
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  #5  
Old 02-16-2017, 02:36 AM
Mattias Mattias is offline Filter out completed tasks in a report Windows 10 Filter out completed tasks in a report Office 2016
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Filter out completed tasks in a report
 
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Worked like a charm, the only thing that made me go hmmm, was the fact that you apparently cant edit a created filter from the report view.
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  #6  
Old 02-17-2017, 09:46 AM
JulieS JulieS is offline Filter out completed tasks in a report Windows 10 Filter out completed tasks in a report Office 2016
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Join Date: Dec 2011
Location: New England
Posts: 1,693
JulieS will become famous soon enough
Default

You are correct, the filters can be applied but not edited in the report view. Pop back to a task view and edit away.
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