Table Column Filters

Overview

You can filter a table by any of its columns, straight from the column header. The filter narrows only that card: other cards and the dashboard's filters stay as they are. It works on Table, Detail Table and Matrix cards built from a dataset, in the app and in a dashboard embedded in your product.

The table filters every row it has, not only the page you're looking at. Paging, sorting, totals and the row count all follow your filters.

Filter a column

1. Hover over the column header and click ···.
2. Choose Filter followed by the column's name.
3. Pick what to keep, then click Apply.

What you can pick depends on the column:

On a Table, the measure columns filter too: a condition on a measure such as Revenue at least 10,000 keeps the rows whose total meets it, and the table's totals add up the rows it keeps. Its histogram shows how the table's rows spread across the measure's values, so you can drag to a range. Measures that show a running total, a share of the total or a comparison with an earlier period offer sorting only, and so do a pivoted table's measures.

The filter shows as a chip above the table, and the column's ··· stays visible with a dot, so you can see which columns are filtered. To change a filter, click its chip or choose Edit filter from the column's ··· menu.

Filter a Matrix

On a Matrix card, filter any row or column level from the rows or columns menu: hover over the level names, click ···, and choose Filter followed by the level's name. In a tabular layout each row level has its own ···. Subtotals and the grand total recalculate for the rows the filter keeps. A text level from another dataset than the Matrix's lists only values the Matrix can show, as a table column does. A level the card calculates itself, or one a control can switch to another field, offers sorting only.

Search a table

Type in the Search box above a table to keep the rows whose text columns contain your words, ignoring case. Search covers the text columns you can see: hide a column to leave it out. Matches are marked in the table, and the search runs on every row, not only the page shown. It lasts while you're on the dashboard; bookmarks don't keep it.

Clear filters

• Click × on a chip to clear that filter.
• Choose Clear filter from the column's ··· menu.
• With two or more filters, click Clear all beside the chips.

When your filters leave no rows, the card says so and offers Clear filters. The chips stay above it, so you can change a filter instead.

Row count

The row count under the table shows how many rows match, and how many there were before your column filters, for example "1,204 rows, filtered from 12,480". After you change a dashboard filter, it shows the matching count only, until you clear your column filters.

Bookmarks and downloads

Column filters last while you're on the dashboard. To keep them, save a bookmark: opening the bookmark brings them back, and returning to the default view clears them. Your column layout (order, hidden columns, names and widths) is remembered on its own, as described in Customize table columns.

When you download the card as CSV or PDF, the file has the filtered rows. When you schedule the card from its menu, the schedule keeps the filters you have set, column filters included, as it does for the dashboard's filters.

Which columns can be filtered

You can filter the columns a card groups by, a detail table's columns, and a table's measure columns, such as Revenue in a table grouped by region. A measure that shows a running total, a share of the total or a comparison with an earlier period shows sorting only, and so do a pivoted table's measures. Tables written in SQL don't offer column filters.

If the author has pinned a filter on the card for a column, the column's ··· menu opens that filter, so there's one filter and one chip for it.

Pin filters on a card

As the author, you can pin filters on a card so viewers find them above it, already set the way you want.

1. Open the dashboard in edit mode and choose Edit visual on the card.
2. Open More options and choose Pinned filters.
3. Pick a field. To set how viewers pick and what the filter starts with, click the filter's settings icon: pinned filters have the same settings and defaults as dashboard filters, including relative dates such as Last 30 days.
4. Drag the filters into the order viewers should see them.

Viewers see pinned filters first, in your order, then the column filters they add themselves. Pinned filters work on charts and tables.

Turn off column filters

As the author, you can stop viewers filtering a table's columns, for example for a table that must always show every row.

1. Open the dashboard in edit mode and choose Edit visual on the card.
2. Open the Columns settings.
3. Turn off Let viewers filter columns.

Column filters are on for every table and Matrix unless you turn them off. Search is on for every table built from a dataset; turn off Let viewers search in the same settings to remove the box. Agents can turn them off too, with columnFilters: false and tableSearch: false (see Card appearance).