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Adjusting Rows and Columns

Summary | Guide | Filter Operators | Filtering By Date | Sorting Rows | Grouping Rows | Showing, Hiding, and Moving Columns | Related Articles

Summary

Oneserve Analytics includes powerful tools which allow you to filter and sort your dataset. Filters allow you to easily sort information to see only what you need to see.

Guide

Filter Operators

Comparison operators include:

  • = - Equal To
  • < - Less Than
  • > - Greater Than
  • < = - Less Than or Equal To
  • > = - Greater Than or Equal To
  • Not = - Not Equal To
  • Starts With
  • Contains
  • Not Contains
  • Does Not Start With

If the Filter Column is a date, then Date Range is available and some other options are not.

The Starts With and Contains operators are useful for finding values at the beginning or within data and will work with both text and numeric data. The Not Contains and Does Not Start With operators work in the opposite manner.

Depending on the comparison chosen, additional input controls may be displayed. For example: date ranges include operators specific to them.

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Using Filters

To get started, select the Filter column at the top of the dataset

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  • Select the column you wish to filter from the Filter Column drop-down menu. Options are grouped together by dataset to make it easier to find what you need

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  • Set the filtering criteria by selecting a Comparison operator from the list
  • Enter a comparison value
    • Note: Wildcard characters such as * and % are not allowed in these variables
  • Select Add to apply the filter. Rows that don't meet the criteria will be removed from the table
  • As filters are created, they're added to the filter list. Use the adjacent Replace and Remove buttons to control the list. Replace will replace the selected filter with whatever is currently in the filter builder

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If you add multiple filters, initially rows that meet all the conditions will be retained (an And situation). Clicking the And link in the Filters list, shown above, changes it to an Or link. This allows rows that meet any of the conditions will be retained.

A set of four arrow icons will also appear on the right-hand side of the Remove button. These can be used to re-order the precedence of the filters or to group them together in various arrangements using parentheses.

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Once filters are configured, you can use the Gear icon to collapse the Filter configuration area, as shown above. Checkboxes and filter descriptions will remain visible in the area. Uncheck a checkbox to disable a filter. If you click the description text, simple controls will appear, allowing you to change the filter value.

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Filtering by Date

If the Filter Column selected is a Date type column, the interface presents different value controls

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You may choose to filter on a Specific Date and either type it in or select it from a pop-up calendar. Or, as shown above, you can filter using a Sliding Date value and select from a long list of relative dates (Last Week End, Last Month Start, 90 Days Ago, etc.)

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If the Comparison option Date Range is chosen, as shown above, different value controls for Starting and Ending dates, which can be used in a variety of combinations are displayed - You can also use a combination of specific and sliding date comparisons. When done, click the Filter tab to hide the panel.

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Sorting Rows

This feature allows you to set the sort order of the table column data. You can display the Sort configuration area by clicking the Gear icon and then the Sort item, or by clicking any table column header and selecting a Sort option from the pop-up menu.

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To sort the rows:

  • Select a data column to sort

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  • Select a sorting order direction - ascending or descending. Click Add to assign the sort order and refresh the table. The table will immediately be updated with the new sort. Repeat as desired for additional sorting
  • As Sort Order columns are created, they're added to the list of sorts. Use the adjacent Replace and Remove buttons to manage the list

The table columns will be displayed in the sort order you specify. It's still possible to sort based on individual columns later, by clicking their column titles. Click the Gear icon to hide the configuration area.

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Grouping Rows

The Group feature in the Table configuration area, which can be displayed by clicking the Gear icon or by clicking any table column header, lets you group table rows:

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To group by rows:

  • Select the Grouping Column for the first level of grouping from the list of columns. Depending in the column's data type additional input controls may be displayed. Select Add to group the data and refresh the table. Repeat as desired to create sub-groups
  • As groups and sub-groups are created, they're added to the Groups list. Use the adjacent Remove and Replace buttons to manage the list.
  • The Exclude Detail Rows checkbox can be used to hide the rows that have been grouped, collapsing each group into a single row in the table.
  • Grouping and ungrouping can be also be accomplished by clicking a column header in the table and then selecting the desired options from the context menu.

Click the Gear icon to hide the configuration area.

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Showing, Hiding, and Moving Columns

If you've selected a large data set, you may not want to see all columns that are pulled in. The Columns feature in the Table configuration area, which can be displayed by clicking the Gear icon or by clicking any table column header, controls column display:

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As shown above, you can remove a column from the table by un-checking it. The All checkbox makes working with lots of columns easier, you will need to select OK to refresh the table with any changes.

Click the Gear icon again to hide the configuration area.

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You can also rearrange the order, and change the widths, of table columns using two drag handles that appear when you hover your mouse over a column header, as shown above.

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Related Articles

Creating Formula Columns

Formatting Data

Exporting Data

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