Filters
Filter data in charts and tables in SaaS to only show data that is relevant to you.
Description
There are multiple filter options available to filter data on pages.
Page filters
The page filters affect all data on the page, including tables, and hence exports of the table.
Data in charts and tables can be filtered in several ways:
Indicator cards
Select a card to show relevant data in the chart and the table. This works in combination with any Table filters. Not all cards can be selected, and not all charts can be filtered.
Insights
For some insights, you can select the insight's button to show relevant data in the table, or do an action. Any previous table filter is cleared when selecting the insight's button.
Table filters
The table filters affect all data in the table, as well as exports of the table.
Data in tables can be filtered in several ways:
Filter column data
Use the search function in each column to filter data. Use the operators in the filters for conditional filtering.
Some columns have checkboxes for filtering on predefined options, or date selectors.
Select columns
Use the Columns menu to select columns to show or hide in the table.
To sort data in tables based on a specific column, select the column header.
You can change the order of columns by drag and drop.
Checkboxes
Checkboxes in tables are not filters as such, but used for selection of rows for the Actions menu or for Export.