Dynamic View: Use Filters to Show Subsets of Data

Use filters  in Dynamic View to find data that matches your specified criteria and quickly sort the results the way you want. With filters, you can:

  • Quickly find subsets of data
  • Easily get to the data you want each time you come back to the view

Dynamic View owners or administrators can save time by creating views that contain large data sets and shared filters (rather than having to create multiple, separate views to give people access to subsets of data); people who view the data can use the shared filters provided by the administrator or they can create their own filters to easily find and view the items they care about.  

Who can use this capability

Permission requirements icon People with Owner or Admin permissions to the view can create and edit filters (they can also edit filters created by others); these people can also share filters so that those filters can be used by anyone who is shared to the view. Anyone who is shared to the view can create and edit their own filters.
Plan availability icon Business plan or higher. Dynamic View is a premium offering available for purchase to Smartsheet customers using a business plan or higher.

You’ll be able to gain access to the Dynamic View app after someone has shared a view to you or if an administrator on your plan has given you access to the application. You need a Smartsheet account to access the Dynamic View app. If you don’t have an account, the first time you access the Dynamic View app, you’ll be guided through the steps to set up a free Smartsheet account when you click Log In with Smartsheet Account.

You can access the Dynamic View app from here: https://dynamicview.smartsheet.com


Turn a filter on or off

To apply a filter to a view, start from the view, and select the desired filter from the Filter menu.

To clear a filter (stop applying it to the view), select Filter off.

Create a new filter

From the Dynamic View app, start from the view for which you want to create a filter:

  1. Click the Filter icon in the upper-left corner of the view and then click New Filter to display the Filter window.
  2. If you plan to re-use the filter, give it a name: in the Name box, type a name for the filter. (If you do not provide a name, the filter will be saved as Unnamed Filter.)

    NOTE: If you are the view Owner or have Admin permissions to the view, you can specify to share a named filter so that anyone who is shared to the view can use it. To do this, select the Share Filter checkbox.
    Share Filter
  3. Select the conditions that you want to use to filter to the data, and then click Apply.

That’s it! Your view will be filtered with the criteria you specify. If you gave your filter a name, you’ll be able to use it any time you visit the view. If you opted to share the filter (Owner or Admin only), anyone who has access to the view will now be able to use it.

For information on creating views and selecting columns, see Dynamic View App: Create and Administrate Views.

Clone an existing filter

If there are existing filters on the view that produce similar results to a new filter that you want to create, you can save time by cloning that filter.

  1. From the Filter menu, hover over the name of the existing filter and select Clone.

    Clone Filter icon
    This will create a copy of the filter and open the Filter window.
     
  2. Make any changes you want and click Apply to save the new filter.

Modify an existing filter

You must have Owner or Admin permissions to change a filter created by someone else.

  1. From the Filter menu, hover over the name of the filter that you want to modify and click Edit.

    Edit Filter icon

    IMPORTANT: Verify that the name of the Filter window matches the name of the filter that you want to edit to ensure that you’re modifying the correct filter.
  2. In the Filter window, update the conditions as desired and click Apply.

Delete a filter

To delete a filter (remove it from the view and the menu), from the Filter menu, hover over the name of the filter and click Delete.