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How to Filter Table Data

This article describes when and how to use Filters.

Updated over 8 months ago

After a Tripgrid workspace has sufficiently captured enough travel data and the data has been tagged, users can begin filtering the data displayed in their dashboard and grid view tables.

Why would you use filters?

You may want only to show specific travel data in your Grid. First, please remember that every reservation you parse into your Grid using the Grid Address will be automatically tagged to that Grid, so there is no need to filter to show only reservations sent in using the Grid Address. If you don't want to filter any already tagged 'parsed' reservations out of your Grid, you do not need to add further filters. All that will do is exclude some reservations from your Grid that were parsed in.

However, you can use filters if you want to filter reservation data down even further.

Adding a Filter

To begin adding a filter, click the "Filter" button to the top left of the table(s) to launch the filter menu.

Click "Add Filter" to add a new filter row for the Travel or Traveler filters.

After selecting a filter type and values, the counter will inform you how many trips will be returned based on the filtering criteria. Click "Apply" to update the table's results list.

The filter button will update to show the amount of filters currently applied.

How Filtering Works

Filter By

β€’ Adding a filter row under the Travel or Traveler filters determines if the filtering criteria apply to the travel itself or its associated users.

Setting Filter Type and Values

β€’ Adding multiple filter values for a filter type in a single row will return results that include any values designated (or).

β€’ Adding multiple rows for the same or different filter type will return results that match conditions for each filtering criteria (and).

Removing a Filter

To remove a filter, click the "X" button on the right side of the filter row.

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