Filtering an Interactive Grid

Filter an interactive grid by column, row, or both, with text strings and using operators such as contains and equals.

About Filters in Interactive Grids

You can narrow the contents of an interactive grid by applying a filter to it. Once applied, filters can be temporarily enabled or disabled or removed permanently directly in the interactive grid. You can also click the filter name for quick reconfiguration.

Existing filters display between the search bar and the grid.

Rather than deleting a filter, you can disable it by deselecting the adjacent checkbox. You can leave a filter disabled and save your report to preserve it for future usage.

To edit a filter, you can click its name or open the Filters dialog and select it in the list.

You can permanently remove a filter by clicking the adjacent Remove Filter icon (X) or by removing it from the list in the Filters dialog.

Creating a Row Filter in an Interactive Grid

Create a row filter to limit the number of rows returned in an interactive grid. Filtering by row filters for a term in any filterable column.

To add a filter to the rows in an interactive grid:

  1. Click the Actions menu.
  2. Select Filter.
    The Filters dialog displays.
  3. In the Filters dialog:
    1. Type - Select Row.
    2. Search - Enter the text string to filter.
    3. Case Sensitive - Enable to make the filter case sensitive.
  4. Click Save.
The interactive grid applies the filter.

Creating a Column Filter in an Interactive Grid

Filter a column in an interactive grid with a specified operator and value.

To add a filter to a column in an interactive grid:

  1. Click the Actions menu.
  2. Select Filter.
    The Filters dialog displays.
  3. In the Filters dialog:
    1. Type - Select Column.
    2. Column - Choose the column to filter.
    3. Operator - Choose the filter logic.
    4. Value - Enter the filter criterion.
  4. Click Save.
The filter is added to the grid.

Editing a Filter in an Interactive Grid

Edit a filter by clicking the name of a filter to open the Filters dialog. The Filters dialog enables you to edit properties of any filter.

To edit an existing filter:

  1. Click the name of a filter.
    The Filters dialog displays.
  2. Edit the filter by selecting new values.

    Editable parameters include:

    • the filter type (row, column)

    • the name of the row or column the filter applies to

    • the filter operator

    • the filtered value

    Other filters can also be added, edited, enabled, and removed in this dialog.

  3. To add a new filter:
    1. Click the Add button (+) adjacent to the Filters list.
    2. Configure the appropriate fields.
  4. Click Save to apply your changes.

Disabling a Filter in an Interactive Grid

Disable a filter by clicking the check box adjacent to the name of the filter.

Disabling a filter is often preferable to deleting it because disabling saves the time of recreating and reconfiguring the same filter.

To disable a filter in an interactive grid:

  • Click the check box adjacent to the name of the filter.
The interactive grid reloads and the check box unchecks.
To re-enable the filter, click the check box again.

Removing a Filter from an Interactive Grid

Remove a filter by deleting it in the Filters dialog or by clicking the adjacent Remove Filter icon (X).

Tip:

To temporarily disable a filter, deselect the adjacent check box either within the Filters dialog or above the interactive grid.

To remove a filter, do one of the following:

  • Open the Filters dialog and delete it:
    1. Click the Actions menu and select Filter.
      The Filters dialog appears.
    2. In the list of filters, select the filter to remove.
    3. Click the Delete button (-).

      Delete filter from list
    4. Click Save.
  • Above the interactive grid, click the Remove Filter icon (X) adjacent to a filter.

    Remove Filter