Filter your data in table, board, and timeline view

Whenever you apply a filter, whether saved or temporary, the filter icon appears in the column header to denote which columns are used to filter the sheet.

Apply a saved filter

To apply a saved filter to your sheet:

1. Select Filter in the toolbar.
2. Select Saved filters to open the drop-down menu.
3. Select the filter from the list.

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You can use the filter icon to quickly turn off/on the applied filter.

Filter further with ad hoc filters

If you have a saved filter applied, you can quickly add additional filters to segment your data further. You can save these ad hoc filters or remove them if they're only temporary.

With a saved filter applied:

1. Select + Add a filter.
2. Choose your filter criteria.
   1. You can filter based on columns or rows.
   2. You can use various options for columns, such as is one of, is not one of, is blank, etc.

You can use the  Brandfolder Image  icon to quickly clear out any ad hoc filters or select Save to create a new filter.

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Create a new filter

To create a new filter:

1. Select Filter in the toolbar.
2. Select + Add a filter.
3. Choose your filter criteria.
   1. You can filter based on columns or rows.
   2. For columns, you can use various options such as is one of, is not one of, is blank, etc
4. Select Save.
5. Name your filter.
6. Choose whether to keep your filter for only yourself or share your filter with other sheet users in the drop-down menu.
7. Edit or add any filter criteria if needed.
8. Optionally, you can choose to show parent rows if needed.
9. Select Save.

Edit existing filters

To edit an existing filter:

1. Select Filter in the toolbar.
2. Select Saved filters to open the drop-down menu.
3. On the row of the filter you want to edit, select the pencil icon  Brandfolder Image
4. Here you can delete the filter or change the filter name, who's shared to the filter, and the filter criteria.