Coming Soon: May 7, 2019 Quick Filter and Sort

Community Manager
Disclaimer: Note that the information here is subject to change right up until the release is live; subscribe and check back frequently for the latest.

Quick Filter

Quick Filter enables you to reduce the number of data items displayed on dashboard grids without needing to understand the multi-dimensional aspect of the model. Quick Filter is available from the Quick Access toolbar, or from the context menu on rows and columns on dashboard grids.

quick-filter-dropdown.png

You can:

  • Add a single Quick Filter to each column or row;
  • Show or hide all the blank cells in a column;
  • Show items based on the criteria that you specify;
  • Filter a row that displays a line item subset;
  • Apply a Quick Filter to a master dashboard or a personal dashboard and save that dashboard where Personal Saved Dashboards is enabled;
  • Create one Quick Filter for each valid selection.

quick-access-toolbar-filter-icon.png

On dashboard grids, List Filters are replaced by Quick Filters. The List Filter option in context menus is replaced by Quick Filter options. Existing List Filters are not converted to Quick Filters. Existing List Filters are available from the Filter dialog.

Filter Overview

You can use the Filter Overview dialog to see an overview of Quick Filters for columns and rows.

filter-overview-quick-filter.png

Sort data in a grid instantly

You can use the Sort Ascending and Sort Descending options in the Data menu to instantly sort the data in the grid.

sort.png

Note: You can apply a single sort to both columns and rows.
When using nested dimensions, you can only apply a sort to rows if columns are not nested. Similarly, when using nested dimensions, you can only apply a sort to columns if rows are not nested.

Questions, Comments, Kudos, or Concerns?

Do you have feedback on the May 7, 2019 Quick Filter and Sort release? Share your thoughts in the May 7, 2019 Quick Filter and Sort Release Discussion.