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Filter and sort freeform tables

Last update: Wed Oct 02 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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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.

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

  • Exclude specific rows from a table
  • Apply filters to a table
  • Use audience filters

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

Exclude specific rows from a table

You can quickly exclude specific rows from the table without the need to use Filter Filter.

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

To exclude specific rows from a Freeform table:

  1. Hover over the row that you want to exclude, then select Close .

    Hold the shift to select a range of rows, or hold the cmd key (on Mac) or the ctrl key (on Windows) to select multiple rows.

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 Filter Filter when it appears.

    Freeform table highlighting the Filter icon.

    The following options are available in the Search dialog:

    Filter simple {width="500"}

    table 0-row-2 1-row-2 2-row-2
    Option Function
    Include “No value” Select this option to show a No value row in the table for data that has no value for the selected dimension. Unselect this option to hide the No value row.
    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.

  3. (Optional) To filter by different criteria or by multiple criteria, select Show advanced.

    The following advanced filter options are available:

    Filter simple {width="500"}

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2
    Option Function
    Include “No value” Select this option to show a No value row in the table for data that has no value for the selected dimension. Unselect this option to hide the No value row.
    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:

    • Contains the phrase (default): 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.
    • 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 is 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.

    Select Add Add row to add multiple filter criteria. The option you select for Match determines If all criteria are met or If any criteria are met.

    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. Select Clear to clear all input. Select Cancel to cancel and close the dialog.
    A colored Filter Filter icon indicates and displays details when a filter is applied to the table.

Use audience filters

See Filters overview 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. An arrow indicates how the data is sorted (↓ for descending, or ↑ for ascending).

Sorting

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