Risk Template in Excel Training Topic for Common Features: How To Use Data Filters

 

 

Video Training for Common Features: How To Use Data Filters

 

 

 

Audio Extract for Common Features: How To Use Data Filters

 

 

 

Transcript and Screenshots for Common Features: How To Use Data Filters

 

In this training, I will briefly explain how to use Data Filters in Managenable® risk template software.

This overview is applicable to most Profile tabs: Preset Report, Risk Charts, Risk Matrix, Treatment Charts, Control Charts, KRI charts, and, Interaction Charts.

 

As an example, let’s use the Risk Charts tab.

The Data Filters section enables you to create, record, and re-use data filters, which aim at selecting a specific set of data across the risk management application.

When a combination of data filters is kept for later use, it is known as a Preset.
The Data Filters feature has several sections.

 

The Data Integrity section displays an indicator of the current data integrity status of the risk management tool.

Before you proceed with the Data Filters feature, you must ensure that the overall data integrity status is Valid.

 

If the data integrity status is Incomplete…

 

… or if the data integrity status is Invalid…

 

… you need to click on the Status link to reach the Status tab, so that you can locate where the issue is, and correct it.

For more information on the Status tab, please refer to the relevant training.

 

Underneath the Data Integrity section, there is another section, this one about the total number of Risk IDs involved with the current selection of Filters.

 

For all the following sections, and for any change you make in them, please note that the workbook will automatically recalculate every time.

It is better to wait that calculations are completed, which takes just a few seconds.

The section Select a Preset is where you can select a Preset to filter data and display a specific subset in the tab.

A Preset is simply a combination of filters and values which are recorded for later use.

 

You can store and re-use up to 100 Presets, each containing up to 10 concurrent Filters with their Values.

Simply select a Preset in the drop down list…

 

… and its Filters and Values will be displayed underneath after all calculations are completed, which once again, are very quickly performed.

 

You must pay attention to the validity status of the preset.

A v-shaped green validity status is what you want.

 

Anything else is a cause for concern and must be addressed by correcting the issue, or issues, where the validity indicator is also found among the Filters and Values selected.

 

All Presets, with their Filters and Values, are stored in the Presets tab.
For more information on the Presets tab, please refer to the relevant training.

 

If you want to create a new Preset, simply delete the cell Select a Preset, or select Preset Under Development, which is the first Preset in the drop-down list.

In both cases, the Select a Preset and Preset Nickname headers are highlighted in red to indicate that the Preset is not yet recorded.

 

The section Show or Hide Filters is where you can select how many of the 10 filters you want to see or change.

You can select between Hiding all 10 filters, Showing all of them, and anything in between.

 

The Filters and Values are then displayed in the section underneath after all calculations are completed, which once again, are very quickly performed.

The Filters and Values section is where you select each data Filter and its Value.

 

In each filter drop-down list, you can choose among 200 Filters.

Simply select one of the Filters…

 

… and its validity, as well as, an outline will be displayed after calculations are completed.

You must wait for the calculations to complete for the Validity to be final.
The Validity of the Filter must be Green.

 

The list of 200 Filters to choose from takes its source in the Filters tab.
This is where you would have to go if any Filter had a Validity issue.
For more information on the Filters tab, please refer to the relevant training.

 

After you selected a Filter, you can then select the Value for this Filter.

The drop-down list is automatically making available the relevant items for the Filter you selected.

Simply select a Value in the drop-down list.

 

And after calculations are completed, you can see the total number of risks involved with your selection.

Each Filter you add involves another more restrictive selection of data.
This means that the more Filters you add, the fewer risks will remain in total.

 

The last section is where you can record the current Preset Under Development, with its selection of Filters and Values.

You need to create a Nickname, which is meaningful for the current combination of Filters and Values.

 

Then, you select the Preset ID where you want to store this Preset.

The prefix Preset, followed by a number, is automatically applied by the risk management tool.

 

Actually, it is usually faster to remember the Preset ID than its Nickname, and if you frequently use quite a few Presets, you may find these numbered IDs useful.

 

If you ever wanted to clear an existing Preset, simply delete the Filters in use and the Values are automatically deleted.

 

Then, leave the Nickname cell empty and, record the current empty Preset on the Preset ID you want to clear.

 

The Filters and Values of that Preset will be overwritten effectively clearing it.

 

 

 

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