Filtering Data

Datameer has a feature to filter data on a worksheet by the criteria specified. Users can apply additional filters to filtered data and can use regular expressions or formulas to create filters.

About Filtering Data

When filtering data from a sheet in the workbook, users can choose between creating a new read-only sheet to display the results or filter the data directly on the current sheet. The options available to filter vary based on the type of data in the column selected. Users can also filter using regular expressions or formulas. See Using Regular Expressions or Filtering Data Using Formulas to learn more about creating regular expressions or using formulas.

Like all worksheets in a workbook, a filtered worksheet is based on sample data defined from the source of the data. When first creating a filtered worksheet, the data displayed is based on the current sampling of data. After the workbook has been run, the joined sheet calculations are applied to the full data.

As of Datameer v6.4

When creating a filtered sheet that displays no data, Datameer informs you that the empty sheet is displayed based on the current sample data. Running the workbook again creates a new sampling for the sheets that take into account the calculation of the filtered sheet.

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Filtering Data

Create a filter

1. From the Data menu, choose Filter, or click the Filter icon on the toolbar.

2. If you are going to create multiple filters, choose AND or OR. (See AND/OR section below for more information).

3. Apply Filter to Sheet shows which sheet the filter applies to. It automatically applies to the sheet you are on. Select Create filter in a new sheet to create a new sheet with the filter.

4. Choose a column to filter.

5. Select an expression from the list. The available choices are based on the data type of the column you selected.

6. Enter a value.

7. To add additional filters, click the + button next to the condition.

8. Select Use Static Value to enter a static value which is valid for all rows. When the checkbox is unchecked, select a row from the list.

9. Click Create Filtered Sheet.

Revising a filter

1. In a sheet that is already using a filter, from the Data menu, choose Filter, or click the Filter icon on the toolbar.

2. If you are going to create multiple filters, choose AND or OR. 

3. Choose a column to filter.

4. Select an expression from the list. The available choices are based on the data type of the column you selected.

5. Enter a value.

6. To add additional filters, click the + button next to the condition.

7. Click Update Filtered Sheet. 

Applying an additional filter

1. In a sheet that is already using a filter, from the Data menu, choose Filter, or click the Filter icon on the toolbar.

2. If you are going to create multiple filters click on the + button to the right or the filter row.

3. Choose a column to filter.

4. Select an expression from the list. The available choices are based on the data type of the column you selected.

5. Enter a value.

6. To add additional filters, click the + button next to the condition.

7. Click Apply New Filter to Filtered Sheet. 
   
   

Applying formulas to filtered data

After a worksheet has been filtered it is labeled as a formula sheet. Additional formulas are allowed to be added to the filtered sheet.

Filtered sheets don't automatically update when the original worksheet is updated.

Using Filter Expressions

Using AND or OR

When you select AND, all of the criteria of each expression much match. For example, if you choose last_name equals Smith and salary greater than 100000 you only find records where someone named Smith makes a six-digit salary.

If you select OR and the same criteria, you get everyone who makes more than 100000 regardless of their last name and anyone whose last name is Smith.

If you create a filter where no criteria match, you can click the filter icon on the toolbar and revise your filter.

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