Filter the Dataset View

Rebekah Garner
Rebekah Garner
  • Updated

In the Dataset View, users see all data committed using a template and can filter and sort the dataset.

Access the Dataset View

  1. From the datasets page, click on a dataset.
    Datasets page (1).png

  2. .You are now viewing the dataset on the Data tab.
    The Dataset View shows all data created using this template.


Use the Search field in the upper left corner of the page to find all instances of the keyword in the table. Enter the keyword and hit Enter on your keyboard to progress through the table.


Sort Data

Click  Filter in the field name to view the sorting options.

Sort options include:

  • Sort A-Z
  • Sort Z-A

Click Apply.


  1. Click  Filter in the field name to view the filtering options.

  2. Click + Add Filter.
    A Search bar displays; this is one of the filtering options. Enter a value matching any of the rows in that column into the Search box, then click Apply.

  3. A Filter operator line also displays; this is another filtering option. Click the Operator drop menu to select the Filter type.
    • The Has errors operator provides the list of Error Types below:
      • Empty
      • Is not empty
      • Equals {enter value}
      • Does not equal {enter value}
      • Contains {enter value}
      • Does not contain {enter value}
      • Starts with {enter value}
      • Ends with {enter value}
    • The Date operator provides a date field/calendar date selector:
  4. Click the - or + to add another filter in this column. Clicking + adds a conjunctive expression as an “and” conjunctive statement. (For example, Email Pattern field, Contains “eloqua” + Contains “2020”).

  5. Click Apply.

Filter Multiple Fields

Apply as many filters per field as needed. Filters can be added to all fields.

Field with Filters applied will be indicated with a blue  Filter icon.


Quick Filters

Quickly apply a filter based on an input field value instead of selecting the Filter Operator and inputting the desired value.

  1. Right-click  on a cell you want to filter the field to.

  2. In the Quick Filter menu, select the type of filter to apply. Claravine will autofill the Value field to the cell data you selected:
    • Empty
    • Is not empty
    • Equals {selected value}
    • Does not equal  {selected value}
    • Contains  {selected value}
    • Does not contain {selected value}
    • Starts with {selected value}
    • Ends with {selected value}mceclip7.png

Claravine refreshes to show the filtered data. The Filter icon will be blue to indicate filtering is designated on this field.

Clear Filters

  1. Click the  Filter to open the Filtering menu.mceclip6.png

  2. Click Reset, then Apply to remove all filters on the select field.

Watch a Video

Watch a video filtering data on the Dataset View.



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