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This guide explains how to quickly find the information you need from large amounts of data in your tables.
The search box and each column's filter/sort icons are hidden by default. Click the search icon in the toolbar above the table to reveal them.
Steps:
The same popover also shows the filter input field, so you can set sorting and filtering together.
Ascending/Descending examples:
Number (number):
Ascending: 1, 2, 3, 4, 5 ...
Descending: 100, 90, 80, 70 ...
Date (date):
Ascending: 2025-01-01, 2025-02-01, 2025-03-01 ...
Descending: 2025-12-31, 2025-12-30, 2025-12-29 ...
Text (string):
Ascending: A, B, C ... a, b, c ...
Descending: Z, Y, X ... z, y, x ...
Clicking a column's sort icon always makes that column the top sort priority, and any sorting you had set before automatically drops to a lower priority.
If you want to control the priority yourself, open the dialog from the "Sort" icon in the toolbar. From there you can:
Example:
Primary sort: Priority (Descending: High -> Medium -> Low)
Secondary sort: Due Date (Ascending: Oldest -> Newest)
Steps:
Example:
Task Name contains "login"
-> "Implement login feature", "Login screen design", etc.
Example:
Progress >= 50%
-> Shows tasks at 50%, 75%, 100%
Example:
Due Date is "This week"
-> Shows tasks due Monday through Sunday of this week
The date/datetime input also offers one-click shortcuts for common ranges like "Today," "Yesterday," and "Last week."
The list of options is shown as checkboxes. Only rows whose value matches a checked option are shown.
The list also includes a "(Blank)" item. Checking it also shows rows where nothing has been selected yet.
Just like select, check the options you want to include from the list of checkboxes. Checking multiple options shows rows that match any of them.
Checking "(Blank)" in this list also shows rows where nothing has been selected yet.
Example:
Status is "Not Started" or "In Progress"
-> Shows incomplete tasks
Example:
Done is "Off"
-> Shows incomplete tasks
You can combine conditions using AND/OR logic.
Example:
Condition 1: Status = "In Progress"
AND Condition 2: Priority = "High"
-> Shows only high-priority tasks that are in progress
Steps:
Search targets:
Example:
Search keyword: "login"
-> Shows rows containing "login" in the task name, description, notes, etc.
Frequently used filter conditions can be saved as Views.
For details, see [Views for Data Extraction](./Views for Data Extraction.md).
Filter conditions:
- Status = "Not Started" OR "In Progress"
Sort:
- Primary: Priority (Descending: High -> Low)
- Secondary: Due Date (Ascending: Oldest -> Newest)
Filter conditions:
- Due Date >= This Monday
- Due Date <= This Sunday
Sort:
- Due Date (Ascending)
Filter conditions:
- Priority = "High"
- Progress >= 50%
Sort:
- Progress (Descending)
Save frequently used filter conditions as views.
View 1: Incomplete Tasks
View 2: Due This Week
View 3: High-priority Tasks
Use AND/OR conditions for more specific filtering.
When working with large datasets, combining search and filters is the most efficient approach.
A: Click the filter icon on the column header, then select "Clear" or "Reset" in the popover.
A: Open the dialog from the "Sort" icon in the toolbar and select "Clear All" to remove every sort. To clear just one column, select "Clear Sort for This Column" from that column's header.
A: A filter is a temporary data restriction, while a view is a saved set of filter conditions. Save frequently used conditions as views for quick access.
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