To create a new filter:
- Within the tracking sheet, click on the filter menu from the toolbar “Filter Off” (when there is no filter selected)
- Select “New Filter”
- On the “Create New Filter” window, enter the name of your filter (e.g. “Student Success” if you wanted to filter all rows that belong to that Strategic Category)
- On the ‘Show rows that match..’ field select the field that you want to use to filter information (e.g. Strategic Category)
- Select the condition/value to filter on (e.g. filter rows which strategy category is one of “Student Success”)
- Click Apply
Note: If you need to share a new filter with other users of the tracking sheet, please contact pmo@sonoma.edu