Certain windows allow you to filter data tables using global and user-defined filters. The filters are listed in a Filters pane, which is typically docked on the left side of the table. The Filters pane has collapsible sections that list filters that you have set as Favorites, Global filters saved by your organization, Shared filters that have been created by users and shared, and Personal filters that you have created.

The Edit Filter dialog box has five primary fields and panes:

To create a filter, complete these steps:

To edit a filter, right-click the filter and select Edit Filter… from the context menu (or double-click the filter). In the Edit Filter dialog box, you can edit the filter criteria or rename the filter. You can also rename filters and folders by right-clicking and choosing Rename... or by selecting them and pressing F2.

To delete a filter, right-click the filter and select Delete from the context menu.

The list of available operators is based on the type of column selected for filtering. The following table provides a description for each operator. The operators are the same for filtering and conditional formatting.

 

Some tables provide a row of blank filter boxes above the column headers. Enter all or part of the text you want to filter by in the appropriate filter box. The table data is dynamically filtered to display items that contain matching values as you enter the filter criteria. You can combine filter criteria by typing values in more than one column.

Some tables support auto filtering (also referred to as cell filtering), which allows you to filter the list by the value of any cell. To use auto filtering, right-click a cell containing the value you want to filter, and select the Toggle Auto Filter option. (When enabled, the menu option is checked.) The table is refreshed to display only rows where the value matches the selected cell. For example, if you click a cell in the Pressure Zone column with a value of "2413" and enable auto filter, the table will refresh to display only events for Pressure Zone 2413. Click the option again to turn off cell filtering.

Filters are organized into main structures – Global, Personal, and Shared:

In addition, commonly accessed filters can be added to a Favorites structure, as a shortcut.

Each top-level structure also supports collapsible folders into which filters can be placed, to help organize work and other information.

Your preferred layout for each Filters pane will be stored when you save your preferences.

Depending on your role, you can create folders within the Global, Shared, or Personal structures. Folders can be used to organize filters into hierarchic structures.

You can also create folders inside other folders.

Folders and top-level structures can be collapsed or expanded by clicking on the icon. Once the folder has been created you can add, move, or copy filters to it.

Filters are organized in folders. They can be copied or moved using drag and drop, or via items on the right-click menu.

If you have filters you access frequently, you can add them to the Favorites structure.