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Using Filters, Sorting, and Grouping

Table 3. Availability

Unavailability: Free, Professional, Team, Business Plus, Enterprise Standard; Availability: Enterprise Pinnacle.


Overview

Use filters, sorting, and grouping tools to visualize your data effectively. These tools let you customize how data is displayed, creating a more organized view that highlights key trends and patterns.

  • Filters: Focus on specific data points by filtering out irrelevant information. This narrows down the dataset to only the most pertinent items, making analysis more manageable.

  • Sorting: Arrange your data in a meaningful order, like ascending or descending values.

  • Grouping: Combine related data points into categories or groups to simplify complex datasets, making it easier to analyze and understand underlying patterns and trends.

How to Apply Filters to Refine Data

  1. Access Filters:

    How_to_Apply_Filters_to_Refine_Data_1.png
    • Begin by clicking the Filters 1 option located in the toolbar.

  2. Open Filter Options:

    How_to_Apply_Filters_to_Refine_Data_2.png
    How_to_Apply_Filters_to_Refine_Data_3.png
    • After clicking on Filters, a box titled Add Filters 2 will appear.

    • Click on this box to display a list of available filters 3.

  3. Select Filters:

    • Browse the list of filters and select the ones you need by clicking on the corresponding options.

    • Each filter will narrow the data set according to the specified criteria.

  4. Apply Multiple Filters:

    How_to_Apply_Filters_to_Refine_Data_4.png
    • You can add multiple filters to refine the data further by clicking on the Add filter 4 button inside the box. Select as many filters as required to focus on the specific data you're looking for.

  5. Review Filtered Data:

    • Once you’ve selected the filters, the data view will automatically update, showing only the entries that meet your filtering criteria 5.

Sorting Data in Your Database

Sorting allows you to organize your data systematically. You can arrange your data in ascending order or descending order. Additionally, sorting can be customized based on specific fields, enabling you to choose the most relevant sorting options.

  1. Access the Sorting Feature: Click on the Sorting 1 option in the toolbar, located next to the Filters section. This feature allows you to organize your data effectively.

    Sorting_Data_in_Your_Database_1.png

    Note

    By default, the name of the first column in your database is used as the label for sorting. This means that when you start a sort, the data will primarily be organized based on the values in this column.

  2. Open Sorting Options: Click on the sorting label to open a list of available sorting options 2.

    Sorting_Data_in_Your_Database_2.png
  3. Select Sorting Criteria: From the list, select your desired sorting option. You can choose specific criteria based on your data type, ensuring that the sorting aligns with your analysis needs.

  4. Sort Order: You can rearrange your data in either ascending or descending order 3. This flexibility allows you to view your data in the most useful way for your tasks.

    Sorting_Data_in_Your_Database_3.png
  5. Apply Changes: Once you've made your selections, the database will automatically sort your data according to the chosen options, allowing for easier navigation and analysis of your dataset 4.

    Sorting_Data_in_Your_Database_4.png

Grouping Data in Your Database

This feature allows you to group related data points into categories or groups, enhancing your data analysis capabilities. By organizing similar data together, you can easily identify trends, patterns, and outliers within the dataset. This streamlined approach not only simplifies the data visualization process but also facilitates better decision-making.

Grouping_Data_in_Your_Database_1.png
Grouping_Data_in_Your_Database_2.png
  1. Click on the Group feature in the toolbar 1.

  2. Choose your preferred grouping parameter 2.

  3. Once you select the grouping option, your data will be automatically organized 3.

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