Filtering and Row Visibility

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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, tasks with deadlines that are coming up, deals that are above a certain threshold, or where the file type is a pdf. In our example below, we're an HR manager for Rocket Systems, looking to filter our new view just for candidates outstanding. We look at available filters and decide to add a new filter for candidates where the status is not hired, declined, or not a fit. 

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How to Add or Remove a Filter

To add a filter, click the Filter button mceclip0.png and select mceclip0.png. From there choose a column to filter on and customize your filter. There are many types of filters you can apply that change depending on the data type of the column, see the discussion of filter types below for more details. 

To remove a filter, select the delete button mceclip1.png next to the filter you wished removed. If you delete the first filter, the second filter will become primary.

Filtering Options

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. 

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Most data types include filters for "is" and "is not", allowing you to filter down to rows that match exactly one data point, or to exclude one data point. Other data types, like the select and user data types, allow you to include or exclude multiple data points.

For instance, in our animation above we want to show only outstanding candidates so filter out any candidate with a status of "Hired", "Declined", or "Not a fit". 

There are many unique filters for Spreadsheet.com's unique data types. For instance, 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. 

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Multiple Filters

Your view can have multiple filters applied. 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" for your second filter. All filters after the second filter will default to the And or Or of the second filter. 

For instance, you can set one filter to show applicants who have been background checked AND another filter for those that have an offer outstanding to show candidates you're ready to hire. Or you could set one filter for applicants who have been background checked OR were referred by a trusted source like an employee referral (a second filter). 

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Filters are one way to customize the look and view of your view. Sorts, hidden columns, and more can help you create a tailored view for your project.