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Instant Filters

When you select a field in a view, the actions menu opens, giving you quick filtering options. These filters help you focus on a subset of data, making it easier to analyze only what matters.

When to use the actions menu​

  • Filtering data instantly: Narrow your dataset as you explore the view using quick filtering actions.
  • Excluding irrelevant records: Remove values that do not apply to your current analysis.

Add to filter​

Adds an equal condition to the Filters bar. Only records matching the selected value(s) are displayed. This uses the = operator.

  1. Select the value you want to filter on.
  2. Click Add to Filter. The filter is added to the Filters bar.

Filter by selection​

Replaces the current filter with the selected value(s). Use this to quickly focus on a new data subset.

  1. Select a value in the view.
  2. Click Filter by Selection to apply the selection to all data.
    The current filters are replaced.

Exclude from filters​

Adds a not equal condition to the Filters bar. This excludes any records matching the selected value(s). This uses the <> operator.

  1. Select a value you want to exclude.
  2. Click Exclude from Filter. The matching records are removed from the view.

tip

Hold Ctrl to select multiple values at once.