Filter and sort tables

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 segments

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

Apply simple or advanced filtering 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. Deselect this option to hide the No value rows.
    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. Deselect 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.

Include filter criteria in trended data in sparklines and line visualizations include-filter-criteria

Any search filter criteria applied to the table dimension to a freeform table is always included in sparklines.

In addition to sparklines, you can configure filter criteria to be included in connected line visualizations. (By default, filter criteria is not included in line visualizations. Line visualizations display data for the row that is selected in the connected table. If no row is selected, data for the first dimension only of the connected table is shown.)

For more information about sparklines and line visualizations, see View trended data for a freeform table.

Configure line visualizations to include filter criteria

  1. Select the sparkline in the metric column header.

    When the sparkline cell is selected, it displays as dark gray. This indicates that filter criteria is included in the connected line visualization. The filter criteria is applied as a segment on the column.

    sparkline selected

Understand when column totals might be inaccurate

Column totals might not be exact in the following scenarios:

  • When static components are used in the left column and column totals are calculated as a sum of the rows

    If row items contain overlapping data in this scenario, column totals will be inaccurate.

    For example, if you add static segments to the left column, and then you add Users as a metric in the right column, some of those users might be part of more than one of the static segments. In this case, Workspace does not deduplicate the users for each static segment. This can result in a higher number of total users because some users might be counted more than once.

  • When using multi-valued dimensions

NOTE
The sparkline and line chart still reflect the accurate totals in these scenarios.

Use audience segments

See Segmentation 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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