Filters

Filters are one of the core features within the data tables, providing you with the ability to refine and segment large datasets to focus on specific aspects. Essentially, a filter is a set of criteria applied to data to isolate particular elements based on defined parameters. This tool is crucial for managing and interpreting data more effectively, as it helps in extracting meaningful information from potentially overwhelming datasets.

Filters are applied individually to each dimension or metric (organized in columns). By applying filters to these individual elements, you can tailor analysis to specific areas of interest. For example, you can apply a filter to view sales data for a particular portfolio or analyze click data originating from a specific campaign.

This individual application of filters to each dimension or metric allows for a high degree of customization in your data analysis. You are free to combine multiple filters across different dimensions and metrics to create complex, layered data views. This approach enables deep dives into specific data segments, facilitating more detailed and targeted analysis, which is essential for informed decision-making and strategic planning.

Filtering data

Filters for each column are defined by sets of parameters, allowing you to tailor the data view according to your specific needs. You have the ability to incorporate more than one set of parameters and use operators to combine them in various ways. By stacking multiple sets of parameters, you can refine your views to target very specific datasets. This multi-layered approach to filtering is essential for deep data analysis, enabling users to drill down into the most relevant details.

To filter the current data table, click the "filters" button in the actions bar.

Adding/removing sets of parameters

• Adding parameters: To introduce the first set of parameters, click the "+" icon to the right of the desired column. It's important to note that only visible columns are available in the filters modal. Additional sets of parameters can be added using the same "+" button, allowing for more complex filtering strategies.

  
• Removing parameters: To remove a set of parameters, simply use the "x" button next to it. This flexibility ensures that adjusting your filter criteria is a straightforward process.

  

Defining each set of parameters

Each individual set of parameters includes input fields for:

1. Conditions: Here, you select from a dropdown menu the specific condition (like 'equals', 'contains', etc.) that applies to the data.
2. Nested operators: Another dropdown menu where you select how the conditions will interact (such as 'any', 'all').
3. Values: An input field where you specify the value relevant to the chosen condition, which can either be a string (text) or a number.

Stacked sets of parameters will trigger the primary operators' function, which combines these sets in different ways, as detailed in the operators section. This layered approach is key for creating precise and tailored data views.

Conditions

Operators

Implementing/discarding changes

• Apply: Implements the changes made in the filter conditions and operators. Once you have set your desired conditions, clicking "Apply" updates the data view to reflect these filters, showing only the data that meets the specified criteria. This function is crucial for the effective application of complex filtering.

• Clear: Resets all current filters, restoring the dimension/metric to its default state with no filters applied. This feature is particularly useful when you wish to start the filtering process anew or swiftly remove all current conditions. To make these reset changes effective, you also need to apply them.

• Cancel: Returns you to the data table without applying any changes. This option is useful when you decide not to proceed with the filtering adjustments you were exploring.

To filter a column quickly without opening the filters modal and configuring multiple filters, you can use the column filtering controller instead.

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Filtering controller