Enable personalized filters

IQ Interface’s personal worksheet filters enable you to configure a worksheet to best fit your data analysis needs. When you set a filter in a worksheet, it applies only to you and doesn’t affect the worksheet’s data set for other users. This allows you the flexibility and control to work with dynamic data. For example, when handling a large data set in a worksheet, you can apply personal filters to work with only the data relevant to you. You can also quickly set up a personal filter and perform ad hoc analysis of data in a worksheet.

IQ Interface allows you to add multiple personal filters to a worksheet. A worksheet's Filters icon displays the total number of active personal filters in it.

Learn how to:

• Add a personal filter
• Lock and unlock a personal filter
• Activate and deactivate a personal filter
• Delete a personal filter

For details on how to filter data for users based on their roles, read Manage filter sets.

Add a personal filter

1. In a worksheet, select Filters.

2. In the Filters slide-out panel, go to the Field dropdown. Select the field that you want to filter by.

3. Select a filtering Operator. For example:

   • Select Contains for a wildcard search.
   • Select Equals or Not equals to allow for multiple selections.
   Tip

   Available operators depend on the data type of the selected Field. For example, text fields might have Equals, Contains, Begins with, or Is empty comparison operators, while numeric fields might have mathematical comparison operators.

4. From the Value dropdown, select the appropriate value you want to filter by. For details on how to filter by multiple values, read Filter worksheets by multiple values.

5. Select Add filter.

Lock and unlock a personal filter

You can lock specific worksheet filters to prevent them from being easily removed. This can be helpful in cases when different worksheets use specific data slices from the same data source, and you want to remove the ability for other users to clear that filter.

Lock a personal filter

1. In a worksheet, select Filters.
2. In the Filters slide-out panel, go to the desired filter.
3. Select the Locked checkbox.

Unlock a personal filter

1. In a worksheet, select Filters.
2. In the Filters slide-out panel, go to the desired filter.
3. Clear the Locked checkbox, then select Update.

Activate and deactivate a personal filter

IQ Interface allows you to make existing worksheet filters Active or Inactive by switching on or switching off their Active toggle. Doing this allows you to keep the filter in the worksheet but temporarily discard filter results. You can easily change the filter's active state when needed. Inactive filters can be activated any time, and vice versa.

Delete a personal filter

1. In a worksheet, select Filters.
2. In the Filters slide-out panel, go to the desired filter.
3. Select Close.