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Filter fundamentals๐Ÿ”—

When you are viewing a large table, use filters to temporarily hide some of the data so you can focus on the data you want to see.

When filters are available in a table view, you will see a Search target above the first column of the table.

Tip

Feel free to experiment! Using a filter doesnโ€™t affect the underlying data or alter any of the associated reports or dashboards.

Setting a filter๐Ÿ”—

To set a filter:

  1. Select the Search target to expand the filtering functions.
  2. Select the following to create the filter expression (formula):

    • Filter by: The column the operation and value will be applied to
    • Operations: Depending on the type of data, operations can include any of the following:
      • contains
      • has
      • is
      • is greater than
      • is greater or equal than
      • is less than
      • is less or equal than
      • is before
      • is after
    • Value: The value to apply the operation to
    • Operator: select one of the following:

      • AND - all conditions must be true
      • OR - any conditions must be true
  3. Select Add to activate the filter expression and update the table.

Tip

Available filters, operations, and values are customized for the data in the table you are working with.

Filter tips๐Ÿ”—

You may further refine a filter by hovering over the expression and selecting the options inside the filter bubble:

  • Edit the expression.
  • Insert another expression within the bubble; this works similar to using parentheses to group expressions.
  • Remove the expression.

You may also select the + outside of the filter bubble to add one or more additional expressions. In this way you can mix AND/OR conditions and control the order of operations.