With filtering, you can show or hide rows in your views based on one or more defined rules.
Filters are an easy way to focus on or hide rows for your view, and a unique aspect of Spreadsheet.com. Filters operate similarly for Kanban and Sheet views and there are hundreds of ways to filter your data, including filters for Spreadsheet.com's unique data types.
You can filter your view to reduce large data sets down to the data you're most interested in. For instance, use filters to show tasks with deadlines that are coming up, deals that are above a certain threshold, or files where the file type is a PDF.
This article features Spreadsheet.com's Alumni Directory template. Explore the Template Gallery to find ready-to-use templates in over 20 different categories, or learn more about starting a new workbook from a Spreadsheet.com template.
How to Add or Remove a Filter
You can access a view's filtering rules by clicking the Filters button in the view toolbar. Click the + New filter button at the bottom of the dropdown to define a new filtering rule.
Configuring a Filter
In configuring a new filter, you can define the column and criteria by which the view will be filtered. Begin by selecting the column by which the view will be filtered.
Once you've selected the column, you can define the criteria by which the view will be filtered. Depending on the data type of the column you choose to filter, the filter options will change. For instance, if your column is a number, date, or rating data type you will see filtering options to customize by number, letting you filter for a certain number, less than, greater than, etc.
There are many unique filters for Spreadsheet.com's unique data types. For example, filtering by Rating shows filtering options tied to the five-star system. Filtering by date doesn't just allow you to filter by an exact date, but by ranges. For attachments, you can filter by file name, type, and more.
Because our column is a Select column, our filtering options are restricted to is/is not, is any of/is none of, and is empty/is not empty. Select an option from this field, and then input the corresponding value in the field to the right.
In the example above, we define the filter so that the view will only show rows where the Graduation Year is 2019. Once you've configured your filter, click the blue Apply button in the bottom right corner and your workbook will automatically reflect the change.
The resulting view looks like this:
Multiple filters can be applied to the same view at once. Each new filter will further restrict the data shown either additively with the previous filters or as an alternative to the filter. In the Filter selector, this is differentiated by either selecting "And" or "Or" to link your filtering criteria. All filters after the second filter will default to the And or Or of the second filter.
In the example above, we define the filter so that the view will only show rows where the Graduation Year is 2019 and where the Degree is a Master of Science.
The resulting view looks like this:
More Resources: Organizing Workbook Data
Learn more about Spreadsheet.com features that help you organize your workbook data with these resources:
- “Sorting and Row Order” – Learn how to organize your data by sorting it by values in one or more columns
- “Grouping Rows” – Learn how to automatically organize your View into groups of rows based on shared values in one or more columns
- "Moving Rows" – Learn how to manually reorder rows in your workbooks
- “Hiding and Moving Columns” – Learn how to hide columns from your current View