Filter data (Flex Modes)
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There are several ways to filter the data in : Focus tool, Matrix tool, keyword filter, advanced filter, and right-click filter.
When you filter data using any of these methods, chips appear in the right side of the filter bar to help you keep track of what you've done. When there are two or more applied filters (not including matrix):
The And indicator informs you that the AND condition is applied to the filters. You can change this to an OR condition in the Advanced filter pane (see below).
The Clear button allows you to instantly clear all your filters and return to the default view of the data.
The Focus button allows you to view a subset of your data in the grid. Select one or more rows in the grid to activate the Focus button, then click it to filter out all the other data. Your filter displays as a chip on the right of the filter box.
While the Focus tool currently works differently from other modes, you might find these pages useful:
The Matrix button allows you to filter and pivot selected rows of data simultaneously. It lets you view data for two dimensions together, which is a great way to make quick comparisons.
For example, suppose you want to compare the performance of your sales reps side-by-side against the regions where you sell your products. First, select the dimension you want to matrix (Sales Rep), then select the rows of the entities you want to matrix (top 5 performing sales reps) and click the Matrix button. The grid updates to show the selected rows, but they're now transformed into columns.
Next, select the other dimension you want to view in the grid (Region). Its data displays in rows, so you can see the values against each entity (sales reps columns).
The filter box sitting directly above the grid allows you to you perform a quick a keyword search to filter the grid.
Type a keyword into the box and press Enter. This action automatically performs an is like (wildcard) search on all the property columns currently displayed in the grid. Your keyword displays as a chip on the right of the filter box.
When you click the Advanced filter button, you open the Advanced filter pane. If you've already filtered the grid using one or more filtering methods (right-click filter, keyword search, or focus), you'll see your applied filters here. If you haven't applied any filters yet, this pane will be empty, but you can apply filters from here.
You can take the following actions:
Edit a filter: Change the criteria in the applicable filter card as required.
Add a filter: This is another way to apply the filters available in the grid. Click Add filter, then select the type of filter and configure the corresponding filter card:
Create comparative condition: This is similar to the right-click filter method, but it's more flexible, as instead of just comparing columns, you can enter a value as the comparison condition.
Delete a filter: Click the X button in the top-right corner of the filter card. The filter is deleted instantly. To delete all filters simultaneously, click the Clear button above the pane (next to the Advanced filter button).
Switch conditions: This option is available when you have applied two or more filters, you can switch between using the AND or OR condition with a combination of rules to perform more complex searches for different kinds of information.
Click Apply to apply your filters. The grid updates to display the filtered data.
The right-click filter is available in the calculation and transaction columns in the grid. The menus are contextual, so the available options, such as the comparable columns, depend on the column you are filtering.
This is a quick and easy way to do an advanced search based on a condition directly from the grid while you're looking at the data you're interested in. This feature is particularly powerful when you use it on a custom calculation column. You can then hide or delete the custom columns without affecting the filtered results.
Right-click a cell in a column to display the context menu, then select the filter you want to apply.
. Currently, is isn’t possible to select multiple separate rows, but you can click and drag to select multiple consecutive rows. Also, when you select a row on one page of the grid and then move to another page, you lose your first selection.
. Currently, it isn’t possible to exclude data or lock selections.
Focus on entities: This option yields the same result as focusing on data in the grid. If you're familiar with using the advanced search feature in other modes, this is the same as creating an Entity rule.
Filter keywords on properties: This option yields the same result as when you search for keywords in the grid. If you're familiar with using the advanced search feature in other modes, this is the same as creating a Property rule.
