Filter data in Flexible Variance mode
- Denise McGettigan
The filtering options in Flexible Variance are similar to those in the other modes. This page provides links to related documentation pages, but please keep in mind that there might be some differences there. The significant differences are explained below.
There are four ways to filter the data in Flexible Variance mode: Focus tool, filter box, right-click filter and advanced filter.
When you filter data using any of these methods, chips appear in the right side of the filter box to help you keep track of what you've done. When there are two or more applied filters (chips):
The And indicator informs you that the AND condition is applied to the filters. You can change this to an OR condition the Advanced filter panel.
The Clear button allows you to instantly clear all your filters and return to the default view of the data.
1. Focus tool
The Focus button allows you to view a subset of your data in the grid. Select one or more rows in the grid to activate the Focus button, then click it to filter out all the other data. Your filter displays as a chip on the right of the filter box.
While the focus tool currently works differently from other modes, you might find these pages useful:
Select data. Currently, is isn’t possible to select multiple separate rows, but you can click and drag to select multiple consecutive rows. Also, when you select a row on one page of the grid and then move to another page, you lose your first selection.
Focus on data. Currently, it isn’t possible to exclude data or lock selections.
2. Filter box
The filter box sitting directly above the grid allows you to you perform a quick a keyword search to filter the grid.
Type a keyword into the box and press Enter. This action automatically performs an is like (wildcard) search on all the property columns currently displayed in the grid. Your keyword displays as a chip on the right of the filter box.
3. Right-click filter
The right-click filter is available in the calculation and transaction columns in the grid. The menus are contextual, so the available options, such as the comparable columns, depend on the column you are filtering.
This is a quick and easy way to do an advanced search based on a condition directly from the grid while you're looking at the data you're interested in. This feature is particularly powerful when you use it on a custom calculation column. You can then hide or delete the custom columns without affecting the filtered results.
Right-click a cell in a column to display the context menu, then select the filter you want to apply.
See Search for similar or comparative data.
4. Advanced filter
The advanced filter feature is still in development. For now, when you click the Advanced filter button, a panel opens showing any filters you've applied using any of the three other filtering methods. In other words, you’ll see any keywords you’ve entered in the filter box, entities you’ve focused on, and conditional filters you’ve applied via the right-click menu. If you have applied two or more filters, you can switch between using and AND or OR condition.
In a future release, you'll be able to perform more advanced filtering based on conditions and using groups.