Sort and Filter

Rebekah Garner
Rebekah Garner
  • Updated

Sort and Filter Submission Data

Users have the ability to sort and filter committed submission data, inbound integration data, and failed imported file data. Sort and filter to review, audit, and correct data as needed. 

Which Data Can Be Sorted and Filtered

  • Committed Submission Data.
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  • Inbound Integration Data (Google Campaign Manager, Meta, etc.).
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  • Failed Imported File Data.
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Search

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.

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Sort Data

  1. Click Filter in the field name to view the sorting options.
    mceclip4.pngSort options include:
    • Sort A-Z
    • Sort Z-A
  2. Click Apply.

Table Filter Based on Rows With/Without Errors

Use the  Filter function above the header row to filter the data table to view all rows with or without errors. Click + Add Filter.

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Select Has Errors or Has No Errors. Click Apply. The pending submission data will refresh to the applied filter.

Filter By Field

Click Filter in the field name header to hide field data in the table, so you can focus on the rows you want to see.

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Filter Operator list includes:

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Filter By Multiple Fields

Apply as many filters per field as needed. Filters can be added to all fields. Fields with Filters applied will be indicated with a blue  Filter icon.


Filter By Searching for a Value

Click Filter in the field name header to hide field data in the table, so you can focus on the rows you want to see.

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The Filter options include a search bar. Enter a value matching any of the rows in that column, then click Apply.

In the example below, we only enter "affin" and the resulting data is limited to all rows whose Taxonomy Name contains that value ("affinities").

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The results are the two remaining rows whose Taxonomy Name contained "affin". 

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To clear the filter, click on the filter icon again, click Reset, then click Apply.

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Filter Using 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}
    • 2 Ends with {selected value}

Clear Filters

  1. Click the Filter to open the Filtering menu.
  2. Click Reset, then Apply to remove all filters on the select field.

Watch a Video

Watch a video on how to sort and filter data.

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