Filter and sort freeform tables

Last update: 2024-01-03
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Freeform tables in Analysis Workspace are the foundation for interactive data analysis. As such, they can contain thousands of rows of information. Filtering and sorting the data can be a critical part of efficiently surfacing the most important information.

Filter tables

Filters in Analysis Workspace help you surface the most important information.

NOTE

Only dynamic dimension items can be filtered as described in this section. Static dimension items cannot be filtered. For more information, see Dynamic vs static dimension items in freeform tables.

Filter freeform table rows

You can use several methods to filter rows from a freeform table.

  • Click the ‘X’ in the row
  • Right-click > Deleted Selected rows
  • Table filters
  • Segmentation

Be sure to read how each method impacts Freeform table totals.

Quickly exclude specific rows from a table

You can quickly exclude specific rows from the table without needing to open the Filter dialog.

NOTE

When you exclude rows as described in this section, a Always exclude items rule is automatically applied in the advanced filter dialog. (You can view the applied rule by selecting the Filter icon, then Show advanced.)

To quickly exclude specific rows from a Freeform table:

  1. Hover over the row you want to exclude, then select the x icon.

    Hold the Shift key to select a range of rows, or hold the Command key (on Mac) or the Ctrl key (on Windows) to select multiple rows.

Right-click > Delete selected rows

  1. Select 1 or more rows.

  2. Right-click and select Delete Selected Rows.

    This action will remove the rows from the table and apply a table filter.

Apply a simple or advanced filter to a table

To filter data in Freeform tables:

  1. Hover over the column that contains the data you want to filter.

  2. Select the Filter icon when it appears.

    Freeform table highlighting the Filter icon.

    The following options are available:

    Option Function
    Search word or phrase Specify a word or phrase that you want to filter by. Only rows that contain the word or exact phrase specified are shown.
    Include unspecified (none) Select this option to show data in the table that does not fall into any of the dimensions of the table.
  3. (Optional) To filter by different criteria or by multiple criteria, select Show advanced.

    The following advanced filter options are available:

    Option Function
    Include unspecified (none) Select this option to show data in the table that does not fall into any of the dimensions of the table.
    Match

    Choose If all criteria are met to show only data that meets all the criteria that you specify. This option typically results in more refined data.

    Choose If any criteria are met to show data that meets any one of the filter criteria that you specify. This option typically results in less refined data.

    Criteria

    Select from the following filter options:

    (Select Add row to add multiple filter criteria. The option you select in the Match section determines whether all or any of the criteria that you add must be met.)

    • Contains the phrase: Only data that contain the exact phrase that you specify are included in the filtered results. Words must be in the order specified in the Search word or phrase field.

      This is the default setting when doing a simple search.

    • Contains any term: Only data that contain one or more words from the phrase that you specify are included in the filtered results.

    • Contains all terms: Only data that contain all words from the phrase that you specify are included in the filtered results. Words do not have to be in the order specified in the Search word or phrase field.

    • Does not contain any term: Only data that contain none of the words from the phrase that you specify are included in the filtered results.

    • Does not contain the phrase: Only data that does not contain the exact phrase that you specify are included in the filtered results. Words must be in the order specified in the Search word or phrase field.

    • Equals: Only data that exactly matches the phrase that you specify are included in the filtered results.

    • Does not equal: Only data that does not exactly match the phrase that you specify are included in the filtered results.

    • Starts with: Only data that starts with the word or exact phrase that you specify are included in the filtered results.

    • Ends with: Only data that ends with the word or exact phrase that you specify are included in the filtered results.

    Always exclude items Specify the name of any items that you want to exclude from the filtered data.
  4. Select Apply to filter the data.

    The Filter icon Blue filter icon filtered table turns blue when a filter is applied to the table.

Filters

See our Filtering documentation for more details.

Sort tables

You can sort the data of a Freeform table by any column in Analysis Workspace that is either a dimension or a metric.

A down arrow icon Down arrow icon sorted table column is visible in the header of the column that data is currently being sorted by.

  1. In any Freeform table in Analysis Workspace, click the arrow next to the name of the dimension or metric.

    Consider the following when sorting:

    • The down-arrow sorts in descending order and the up-arrow (default) in ascending order.
    • You can sort Dimensions alphabetically or numerically. For example, you may have numbered steps in a workflow and may want to sort by the step number. You might sort a date-related dimension by date. Or you could sort data sources alphabetically, as in the following image.

    Data Sources view highlighting the sort icon.

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