Filter data (Flex Modes)
Last updated
Was this helpful?
Last updated
Was this helpful?
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 feature 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 bar.
While the Focus tool currently works differently from other modes, you might find these pages useful:
The Matrix feature 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 and identify differences. For example, suppose you want to compare the performance of your sales reps side-by-side against the regions where you sell your products.
Select the first dimension you want to matrix (Sales Rep). This is the one that will be transformed into columns in the grid.
Select the rows of the entities you want to matrix (top 5 performing sales reps). As with the Focus button, when you select rows, the Matrix button becomes active.
Click the Matrix button. The other data is filtered out and the grid updates to show the selected rows, which are also transformed into columns. The matrix filter displays as a chip on the right of the filter bar.
Select the second dimension you want to include in the matrix (Region). Its data displays in rows in the grid, so you can see the values against each of the other dimension's entities (sales reps columns).
In the matrix grid, you can continue your analysis.
Focus on specific rows to reduce the dataset in the matrix.
Pivot the matrix (switch the dimensions around). Select the rows then click the Pivot button. The rows are transformed into columns and vice versa.
The filter bar sitting directly above the grid allows you to you perform a quick a keyword search to filter the grid.
Type a keyword into the bar 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 bar.
Whereas the other filtering methods are suitable for quick, ad hoc analysis, the advanced filter takes your analysis to the next level, helping you get answers to more complex queries. This filtering method is useful when you want to get more refined search results and answers to specific questions, such as:
Which customers have sales values that declined by more than 5% over the last 3 months?
Which sales reps earned sales revenue of less than $100,000 in the financial year to date?
Watch this video for a demonstration of using the advanced filter feature.
This filtering method involves the creation of rules. You can save the results as a favorite, so you don't need to recreate the rules each time.
Each rule is in the form of a card and is based on one of three types of filters:
Condition
This filter 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.
Focus
This filter 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.
Keyword
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.
Click the Advanced filter button to 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 rule cards for your applied filters here.
If you haven't applied any filters yet, you'll get a blank rule card to get you started.
Click Add filter to add another rule card. By default, this rule is for a Condition filter. You can configure this rule as required or switch to another filter type.
Each type of filter has its own configuration criteria. Make your elections or enter values as applicable, then click Apply to see your changes reflected in the grid.
Click the colored label in the rule card to change the type of filter that's applied. For example, you might want to switch the default blank rule from Condition to Focus or Keyword.
After you add and apply your advanced filter rules, you can open the Advanced filter pane at any time to review the rules and make changes.
A group is a collection of rules. Click Add group to add group card. Drag the applicable rule card(s) into the group. You can add more groups and nest one group inside the other, then use a mix of and/or logic to build a more complex filter.
Watch the video above for an example of adding a group.
When you have two or more rules, the And Or option becomes relevant. If you use groups, you can use a mix of and/or logic. By default, the And condition is applied, but you can switch to an OR condition.
For example, suppose you want to see the data that meets these criteria:
Customer type was Healthcare and IT AND a high margin was achieved
OR any sales that happened in my new territory
Watch the video above to see the impact of switching from an And to an Or condition.
In the Advanced filter pane, click the X button in the top-right corner of the rule card. The filter is deleted instantly. To delete all rules simultaneously, click Clear all filters at the top of the pane.
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.
