Applying Filter (Published Data Sheet)

Use Filters to quickly narrow rows in a published Data Sheet.

Prerequisites:

• You have access to a published Data Sheet on the Platform homepage.

Steps

• Open the Data Sheet

  • From the Platform homepage, click the published Data Sheet to open it.

• Open the filter dialog

  • Click the Filter icon. Result: The Apply Filters window opens.

• Define a filter condition

  • Field Name: Select a field/column from the drop-down.

  • Value: Enter the value to match for the selected field.

• (Optional) Add multiple conditions

  • Click the Add icon to insert another condition and repeat the Field Name and Value entries as needed.

• Apply

  • Click Ok to apply the filter(s). Result: The grid displays filtered data. The Filter icon turns red to indicate an active filter.

Clear the filter

• Click the Clear Filter icon.

• All applied filters are removed, and the original Data Sheet data is displayed.

Notes & Tips:

• You can add multiple filter conditions using the Add icon in the Apply Filters window.

• When a filter is active, the Filter icon appears red.

• For dropdown/lookup columns, enter or select values that exist in the list.

• Match date/number formats defined by the column to avoid empty results.

• Start with a single condition; if the results look correct, add more conditions.

Troubleshooting

• No rows returned: Check for typos, value format, or clear filters and try again.

• Field not listed: Ensure you’re filtering on a visible column; some computed/hidden fields might not be filterable.

• Can’t clear: Use the Clear Filter icon; if the icon remains red, reopen Apply Filters and remove all conditions, then click Ok.