Searching and Filtering the Worksheet

Welcome to the Worksheet! The Worksheet is packed with capabilities so you can manage and organize your data more effectively than ever before. 

Searching and Filtering the Worksheet

The Worksheet offers you search and filter capabilities that allow you to filter down to focus only on the Products and Formulas you're working on at a given time.

Global Search

To search for specific Products, Formulas, Tags, etc., you can use the in-Worksheet Global Search. 

To use the in-Worksheet Global Search, type your desired search terms into the Global Search bar above the top left corner of your Worksheet.

(TIP: The Search function is more of a Finder function, as it only searches the current Worksheet.)

Filter Types

There are five main filter types in the Worksheet:

1. Product / Formula ID
   • Filters down to specific products / formulas in the project.
2. Inventory
   • Filters down to products / formulas that contain the specific inventory item.
3. Tags
   • Filters down to products / formulas that contain the specific tag(s).
4. Data Templates
   • Filters down to products / formulas that have tasks created for specific data templates.
5. Created By
   • Filters down to products / formulas that were created by a specific person.

Filter Panel

To show your filter panel, click on the Add Filter button to the right of the Global Search bar. 

As you select different filters from the panel, it will apply those filters to the main grid.

Close the filter panel by clicking the Done in the top right corner of the filter panel. Your applied filters will appear as thumbnails above your grid to the right of the Global Search bar.

To clear filters, simply click the Clear All button to the right of the Global Search bar.

Row-Level Filtering

Row-level filtering is available in the Name, Albert ID, and Manufacturer columns. This allows for a clean view of only the rows that need to be seen.

In the example below, only Products / Formulas having Tensile - Room Temp tested are shown, giving a better view of the results and comparison of these values in a clean view in the Worksheet.

To clear all row-level filters, select the Click to clear all filters icon in the top right of the Worksheet.

Focus your Worksheet

Selecting the Focus View function for a Product or Formula in your Worksheet allows you to hide rows without values, only displaying rows with values for that column in your Worksheet. Note: row group parent rows will show up in Focus View.

If you select the Focus View function for two or more columns in your Worksheet, it will show you all of the values in either one of those columns.

As you can see in this example, the highlighted cell is added when both Prepol 1000 and Coatosil Testing are Focused since there is a value for the Inventory item in the Coatosil Testing column.

To get rid of Focus View for all selected Columns, simply select the Click to clear all focused views button in the top right of the Worksheet!

(TIP: Focus View allows for a clean Worksheet and an easy comparison of values for Products / Formulas with similar quantities, perfect for looking at ladder studies.)