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.
Filters in Analysis Workspace help you surface the most important information.
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.
Be sure to read how each method impacts Freeform table totals.
You can quickly exclude specific rows from the table without the need to use Filter.
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 icon, then Show advanced.
To exclude specific rows from a Freeform table:
Hover over the row that you want to exclude, then select .
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.
To filter data in Freeform tables:
Hover over the column that contains the data you want to filter.
Select Filter when it appears.
The following options are available in the Search dialog:
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. |
(Optional) To filter by different criteria or by multiple criteria, select Show advanced.
The following advanced filter options are available:
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:
|
Always exclude items | Specify the name of any items that you want to exclude from the filtered data. |
Select Apply to filter the data. Select Clear to clear all input. Select Cancel to cancel and close the dialog.
A colored Filter icon indicates and displays details when a filter is applied to the table.
See Filters overview for more details.
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).