Filter data

Use filters to focus on specific records and analyze only the data that meets your criteria. PowerTable provides basic filters, advanced filters, and Top N filtering options to help you quickly narrow down large datasets.

Apply basic filters#

Use basic filters to directly select the required values or categories to filter.

1. In the PowerTable sheet, select the Filter icon to open the Super Filter pane.
   

   

2. Select a column.

3. Select one or more values to filter the records. The table is filtered automatically based on the selected values.
   

   

Search within filter values

Use the search box in the filter pane to locate specific filter values when a column contains many options.

Apply advanced filters#

Use the advanced filtering option to filter records based on specific criteria.

To apply an advanced filter:

1. Select the Advanced tab in the filter pane.

2. Choose the required condition from the dropdown based on the column's data type.
   

   

3. Enter the filter criteria and apply the filter.
   

   

Number filters

• Equals
• Does not equal
• Greater than
• Greater than or equal to
• Less than
• Less than or equal to
• Between
• Blank

In the following example, the ProductPrice column is filtered to display values between 1000 and 3000. A filter icon in the column header indicates that a filter is applied.

You can also use the slider or value range controls to filter numeric data.

Text filters

• Contains
• Does not contain
• Starts with
• Does not start with
• Isblank
• Is not blank

In the following example, the products are filtered to display only those whose ProductName contains frame.

PowerTable provides suggestions while you enter filter values.

Apply multiple filters#

You can apply filters to multiple columns simultaneously to further refine the displayed results.

In the following example, the products are filtered to display records where the ProductColor is Black or Blue, and the ProductPrice is greater than 2000.

Apply a Top N filter#

Use the Top N filter to display the top, bottom, or both top and bottom records based on the values in a numeric column. The Top N filter is available only for text columns, allowing you to filter text values based on a related numeric field.

To apply a Top N filter:

1. Select the Top N tab in the filter pane.
2. From the Show items dropdown, select Top, Bottom, or Both.
3. In the Values field, enter or select the number of records you want to display.

4. From the Based On dropdown, select the numeric column that you want to use to rank the records.
   

   

In the following example, the top five products are filtered based on their ProductPrice values.

Clear filters#

• Select the clear icon beside a filter to remove it.
  

  

• To remove all applied filters, select Reset All from the More options (...) menu in the Filter pane.
  

  

Advanced Filter#

Use Advanced Filter to create complex filtering conditions by combining multiple filters and filter groups with AND or OR logic.

To apply the advanced filter,

1. Select Advanced Filter from the More options (...) menu in the filter pane.
   

   

2. Select Add Filter to include one or more filter conditions.

3. Choose to combine the filter conditions by using AND or OR logic. In the following image, the filter conditions are combined using OR. Select products if the product subcategory is Socks or if the product size is M.

4. You can select Add Group to create a filter group.

5. Use the Add Filter option to add one or more filter conditions within the group. Combine them using AND or OR.

In this case, PowerTable evaluates the inner filter group first with AND, then combines it with the two outer filter conditions using OR.

6. Select Update to apply the filters. Products are displayed if they meet any of the following conditions:

   • The product subcategory is Socks.
   • The product size is M.
   • The product is Shorts, the color is Black and the size is M.

   

The following image shows another example with two filter groups combined using OR.

• The first group filters products where ProductSubcategoryKey is Socks AND ProductSize is M.
• The second group filters products where ProductSubcategoryKey is Shorts AND ProductColor is Black AND ProductSize is M.
• The advanced filter combines the two groups using OR, so records that satisfy either group are displayed.

Other options

• Use Reset All to reset all the filter and filter group configurations and add a new set of filters.
• Select Delete Group to delete a filter group.

• You can rearrange filters and filter groups using the drag handle next to each item.

Apply filters at the global level

By default, the Filter pane displays Page level filters, which apply only to the current PowerTable sheet. Use Global level filters to apply the same filter criteria across multiple PowerTable sheets that are related through a common column.

To apply a global-level filter:

1. In the Filter pane, scroll to the Global level section and select the + icon.
2. Select the dimensions that you want to use for filtering across tables.
3. In Add data fields here, select the PowerTable sheets and the corresponding columns to map them by using a common column.
4. Apply the required filter. The filtered results are reflected across all configured PowerTable sheets.

For example, consider Products as the current table and Subcategory as a related table. Both tables are linked through the ProductKey column. If you configure ProductSubcategoryKey, ProductName, and ModelName as filter dimensions and map the tables by using ProductKey, a filter applied to ModelName in the Products table is also applied to the Subcategory table.