Working with Data Selection
Click here to see this page in full context

Working With Data Selection

  1. Home >
  2. Data Analytics>
  3. Proposal Selection Sets>
  4. Working with Data Selection

In this Topic

  1. Dates
  2. Work Types
  3. Counties
  4. Districts
  5. Awarded Vendors
  6. Bidders
  7. Planholders
  8. Subcontractors
  9. DBEs

The Data Selection tab on the Proposal Selection Set Summary component enables you to query the system based on several criteria and save your results. If you also enter data on the Advanced Filters tab, your selections are combined when you execute the query.

Dates

Each filter statement consists of a field, an operator, and a value. For example, you can filter the data to include only those proposals that contain a specific date in the Letting Date field. Multiple filter statements can be combined together by using an And/Or operator. You can continue adding statements in each section as needed.

You can begin your filter statement by selecting values in these fields:

Work Types

You can select Work Types as needed.

Counties

To query for proposals by county:

  1. Click the Select Counties button.

    The system will open the Select Counties modal window.

  2. Locate the items you want to add using the Quick Find search box or by clicking Show first 10.

  3. Click on a row to mark it for selection. A check mark will appear next to the row. Click the row again to deselect it. Select as many items as you would like to add to the proposal selection set.

  4. Click the Add to Proposal Selection Set button.

    The system will return to the Proposal Selection Set Summary and display your items under the appropriate section.

Districts

To query for proposals by district:

  1. Click the Select Districts button.

    The system will open the Select Districts modal window.

  2. Locate the items you want to add using the Quick Find search box or by clicking Show first 10.

  3. Click on a row to mark it for selection. A check mark will display next to the row. Click the row again to deselect it. Select as many items as you would like to add to the proposal selection set.

  4. Click the Add to Proposal Selection Set button.

    The system will return to the Proposal Selection Set Summary and display your items under the appropriate section.

Awarded Vendors

To query for proposals by awarded vendor:

  1. Click the Select Awarded Vendors button.

    The system will open the Select Awarded Vendors modal window.

  2. Locate the items you want to add using the Quick Find search box or by clicking Show first 10.

  3. Click on a row to mark it for selection. A check mark will display next to the row. Click the row again to deselect it. Select as many items as you would like to add to the proposal selection set.

  4. Click the Add to Proposal Selection Set button.

    The system will return to the Proposal Selection Set Summary and display your items under the appropriate section.

Bidders

To query for proposals by bidder:

  1. Click the Select Bidders button.

    The system will open the Select Bidders modal window.

  2. Locate the items you want to add using the Quick Find search box or by clicking Show first 10.

  3. Click on a row to mark it for selection. A check mark will display next to the row. Click the row again to deselect it. Select as many items as you would like to add to the proposal selection set.

  4. Click the Add to Proposal Selection Set button.

    The system will return to the Proposal Selection Set Summary and display your items under the appropriate section.

Planholders

To query for proposals by planholder:

  1. Click the Select Planholders button.

    The system will open the Select Planholders modal window.

  2. Locate the items you want to add using the Quick Find search box or by clicking Show first 10.

  3. Click on a row to mark it for selection. A check mark will display next to the row. Click the row again to deselect it. Select as many items as you would like to add to the proposal selection set.

  4. Click the Add to Proposal Selection Set button.

    The system will return to the Proposal Selection Set Summary and display your items under the appropriate section.

Subcontractors

To query for proposals by subcontractor:

  1. Click the Select Subcontractors button.

    The system will open the Select Subcontractors modal window.

  2. Locate the items you want to add using the Quick Find search box or by clicking Show first 10.

  3. Click on a row to mark it for selection. A check mark will display next to the row. Click the row again to deselect it. Select as many items as you would like to add to the proposal selection set.

  4. Click the Add to Proposal Selection Set button.

    The system will return to the Proposal Selection Set Summary and display your items under the appropriate section.

DBEs

To query for proposals by DBE:

  1. Click the Select DBEs button.

    The system will open the Select DBEs modal window.

  2. Locate the items you want to add using the Quick Find search box or by clicking Show first 10.

  3. Click on a row to mark it for selection. A check mark will display next to the row. Click the row again to deselect it. Select as many items as you would like to add to the proposal selection set.

  4. Click the Add to Proposal Selection Set button.

    The system will return to the Proposal Selection Set Summary and display your items under the appropriate section.

To remove a clause from your filter statement, click the Delete button to mark it for deletion. Click the Undo button to unmark it for deletion.

Click the Save button to commit your changes.

Click the Execute button to run the query with any saved criteria from the Data Selection and Advanced Filters tabs. Once complete, your results will display on the Result Set tab.

 

Related topics:

Sorting and Filtering Lists

Blue bar indicating the end of the topic