Filtering data in the Table View

You can create one or more filters to restrict the data displayed in the Table View, and any associated visualizations, in the Analysis App window. The filter icon in a column header turns green  when a filter is applied to the column.

If required, you can combine filters using AND or OR operators, or build a multi-column filter, to define the precise subset of data that you need. For detailed information about the various types of filters and filtering options, and examples of filters, see About filtering data in the Table View.

To filter data in the Table View:

  1. Do one of the following:
    • Click the header of the column you want to filter.

      Tip

      If you want to filter only one column, and you do not want to combine filters, or build a multi-column filter, this method is quickest.

      The sort and filter window opens. You can drag the sort and filter window to any location in the Table View.

    • Click Toggle filter configurations panel .

      The View & Add Filters panel opens.

      If you want to combine filters, or build a multi-column filter, you need to use this method.

  2. If you are using the View & Add Filters panel, click Add new filter and select the column, or the first column, you want to filter.

    The sort and filter window opens. You can drag the sort and filter window to any location in the Table View.

  3. In the sort and filter window, do one of the following:
    • Create a conditional filter:

      Click Select Condition, select an appropriate operator from the drop-down list, and enter a character, numeric, or date value in the field beneath the list.

      Date values must be entered using the format YYYY-MM-DD.

    • Filter by one or more specific values:

      In the list of available values, select one or more values to filter by.

      The first 100 available values are displayed in the list, which is sorted. To restrict the values that appear in the list, or to find values beyond the first 100, enter a search term in the Quick Search field.

  4. Click Apply Filter.

    The Table View and any associated visualizations dynamically update to show the filtered results. The number of records in the filtered subset of data is displayed beneath the table name.

  5. If you want to combine filters, or build a multi-column filter, click Add new filter, and do one of the following:
    • Combine filters using AND or OR operators:

      Select the same column that you selected previously, create the filter, and click Apply Filter.

      By default, the combined filter is applied using the OR operator. If you want displayed values to satisfy both filters, click AND and then Apply Filter.

      You can continue to add filters for the same column to define the data displayed in the column more precisely.

    • Build a multi-column filter:

      Select a different column from the one you selected previously, create the filter, and click Apply Filter.

      The multi-column filter is applied using the AND operator (not shown), which means that a record in the Table View must satisfy the filters on both columns to be displayed.

      You can continue to add filters for different columns to define the data displayed in the Table View more precisely.

  6. At any point in the process of building filters you can perform any of the following steps to modify, temporarily disable, or permanently delete a filter:
    • To modify a filter, change the condition, the value, or the AND or OR operator and click Apply Filter.

    • To temporary disable a filter click the toggle .

    • To delete an individual filter from a column click .

    • To delete all filters from a column click .

  7. If you want to save the filter or filters, click the Save drop-down list and select Save.
Related concepts
About the Table View
About filtering data in the Table View


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