---
title: "Manage filter sets"
slug: "manage-filter-sets"
description: "Use filter sets to manage the content users can see in worksheets."
updated: 2025-06-05T17:26:27Z
published: 2025-06-05T17:26:27Z
canonical: "docs.zilliant.com/manage-filter-sets"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage filter sets

IQ Interface allows you to filter the data that users see in their worksheets.

For example, you may have a worksheet that includes all products for all countries. However, you want country managers to see only specific countries and product categories in their worksheet view. You do this by applying a unique filter set to each country manager.

          Important!

          

Filter sets apply only to the user's view. **A filter set does not change how user actions impact underlying data**.

Example: If a user with an applied filter set performs a mass update action on a worksheet, all records included in the worksheet are impacted by the action, irrespective of whether that data is visible to the user.

Follow these steps to create a filter set:

1. [Define a filter dimension](/v1/docs/manage-filter-sets#define-a-filter-dimension)
2. [Define a filter set](/v1/docs/manage-filter-sets#define-a-filter-set)
3. [Define filter set values](/v1/docs/manage-filter-sets#define-filter-set-values)

After you create a filter set, you can [assign it to a user](/v1/docs/manage-filter-sets#assign-filter-sets-to-users).

## Define a filter dimension

A filter dimension specifies a column in which you can filter information in a worksheet. You can define multiple filter dimensions for each worksheet.

1. From the Manager Dashboard, expand **User Management** and select **Filter Sets**.
2. In the **Filter Dimensions** worksheet, select Insert Row.
3. On the **Insert row** dialog, enter or select values:
  - **Worksheet Id**—Select the worksheet where you want to apply the filter.
  - **Named Dimension**—Enter a name for the dimension.
4. Select **Save**.
5. Select the **Update Dropdown** worksheet action. This action updates the **Field** dropdown list for your dimension based on the selected worksheet.
6. Go to the row with the dimension and locate the **Fields** dropdown list. Select the column on which worksheet records will be filtered.

## Define a filter set

A filter set allows you to combine multiple filter dimensions and assign them to a user simultaneously. To create a filter set:

1. From the Manager Dashboard, expand **User Management** and select **Filter Sets**.
2. In the **Filter Sets** worksheet, select Insert Row.
3. On the **Insert row** dialog, enter or select values:

          Tip

          

Filter sets can contain multiple dimensions. To add another dimension to an existing filter set, enter the name of the existing set in the **Filter Set** field.
  - **Filter Set**—Enter a name for the filter set.
  - **Named Dimension**—Select the filter dimension.
4. Select **Save**.

## Define filter set values

Use the **Filter Set Values** worksheet to specify column values that a user with a specific filter set can see.

1. From the Manager Dashboard, expand **User Management** and select **Filter Sets**.
2. In the **Filter Set Values** worksheet, for each filter set, select the **Include** checkbox on those values that should be visible to a user.

          Tip

          

If you don't see some dimensions or filter sets, run the **Save Filter Sets** worksheet action on the **Filter Sets** worksheet to update the data.

## Assign filter sets to users

1. From the Manager Dashboard, expand **User Management** and select **User Setup**.
2. On the **Users** worksheet, in the **Filter Set** column, select a filter set for the user.
3. Run the **Apply All Permissions** worksheet action.

          Important

          

The **Apply All Permissions** worksheet action assigns the **Admin** role to all users registered with a Zilliant email address, regardless of their current role.

![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Glossary/add_60.png?sv=2026-02-06&spr=https&st=2026-11-04T06%3A03%3A40Z&se=2026-11-04T07%3A03%3A40Z&sr=c&sp=r&sig=JoKCUGel7OyxiPa2LjD6WApjvdb6Tt1eXt3b03dR0Tk%3D)

Insert Row

Buttons that are unique to a worksheet are in the top-right corner of your screen. These buttons are called **worksheet actions**.