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4. Using Filters

Using Filters

updated 24 Aug 2018

A filter only shows entries with values that match the filter. So if you are working with a large dataset you can focus on a subset of the dataset.

Quick Filter

A quick filter is a simple way to search and will look in every column. For instance, to look for information about “Sal”:

1. In the quick filter, type “Sal” .
2. Press <Enter> .

 

In this example, “Sal” was found in 2 entries:

• In a project “Sales Forecasting”.
• In a manager “Sal da Costa”.

 

To remove the quick filter:

1. Click on .

 

TIP A quick filter should not be used on large datasets. Read performance for more information and alternatives to try.

 

Column Filters

As you are working with organized data you will normally want to filter within a specific column e.g. finding projects where “Approval” column = “Approved”.

1. Click on FILTER .
2. Click on Add Filter .  
3. Use the dropdown and select “Approval” from the list of columns.
4. Click on the empty field and select “Approved” from the dropdown list of values.
5. Press Apply Filters .

 

Depending on the column type, you have different comparisons to choose from e.g. “>”

Modify Filters

To change a filter:

1. Click on FILTER .
2. Then click on:
   • to edit that filter.
   • to remove that filter.
   • Add filter to add another filter.

 

Multiple Filters

You can use multiple filters simultaneously. Only entries that match all the filters will be shown.

e.g (Year 1 > 100 ) AND (Year 2 > 100 ) AND (Manager = Ed Smith)

TIP When you use a filter on a list column, you can use dropdown to select another value.

 

Saving Filters

Filters you add are automatically saved and will be there when you return to this view. See bookmark for more information.

You can also save and name your filters. See bookmark for more information.

 

Selectors

Selectors act like filters, but they are configured for you by the dataset designer. See selectors for more information.

Below a dataset designer has created a selector on the “Manager” column.

 

TIP You can tell this is a selector and not a filter, as filters are shown with a and a   to close the filter.