IMPORTANT: This document is specific to Sigma Workbooks.

Data element filters allow you to limit your data to show only that which meets certain criteria. They can be generated directly from a single element and can later be converted into page controls.

Summary of Content

Filter Types
    Include
    Exclude
    Range (Number)
    Date Range
    Text Match
    Boolean (true/false)
    Top N
Create a Filter
Keep Only or Exclude (Quick Filter)
Use a Filter
Edit a Filter
Disable a Filter
Related Resources

Filter Types

A filter’s type dictates the type of user input values that will be accepted by the filter and the format in which those values are accepted. For example, an “include” filter provides a list of data values for you to choose from, while a “range” filter requests minimum and/or maximum values. 

Sigma worksheets support seven filter types. The filter types you can choose from for each given filter are dependent on the type of column the filter targets. 

Note: Json columns are the only column type that cannot be filtered. To filter on json data, you will first need to extract data from the json object.

Include

Description: Selected values will be included in your data. All other other values will be excluded.
Input Type: List of selectable values
Column Types: Text, Numbers, Dates

Screen_Shot_2021-05-26_at_2.39.47_PM.png
Note: Superficially, include and exclude filters look identical. A filter's type can be identified from its vertical ••• menu or from use and observation.

Exclude

Description: Selected values will be excluded in your data.
Input Type: List of selectable values
Column Types: Text, Numbers, Dates

Screen_Shot_2021-05-26_at_2.39.47_PM.png
Note: Superficially, include and exclude filters look identical. A filter's type can be identified from its vertical ••• menu or from use and observation.

Range (Number)

Description: Only values within the specified range will be included in your data. The range is min/max inclusive.
Input Type: Min/Max numeric input boxes
Column Type: Numbers

Screen_Shot_2021-05-26_at_2.37.59_PM.png

Date Range

Description: Only values within the specified range will be included in your data. The range is min/max inclusive. Both fixed and relative date types are supported.
Input Type: A single input box with the option to select fixed and/or relative dates for both min and max values.
Column Type: Dates

Screen_Shot_2021-05-26_at_2.35.57_PM.png

Text Match

Description: Search for full and partial matches between your input text and your data’s values.
Input Types:
(1) A list of formulas to match on (ie ContainsStarts withEnds withLike), in addition to their value excluding counter parts (ie Does not contain, Does not start with, Does not end with, and Not like).
(2) A text input box for search text
(3) A checkbox for selecting case sensitivity (available through the filter's vertical ••• menu.)

Column Type: Text

Screen_Shot_2021-05-26_at_2.43.00_PM.png

Boolean (true/false)

Description: Filters on true, false and null
Input Type: A list of values
Column Type: Logical (true/false)

Screen_Shot_2021-05-26_at_2.38.59_PM.png

Top N

Description: Ranks and limits data in the column based on your specifications.
Input Type:
(1) A list of rank order/direction (e.g. First N)
(2) A numeric input for number of values to include
Column Types: Text, Numbers, Dates
Screen_Shot_2022-01-11_at_2.43.10_PM.png

Create a Filter

The following instructions will guide you through creating a filter from any data element via the editor panel.

  1. Select the data element so its configuration is visible in the editor panel. 
  2. Hover over a column in the editor panel, and click the caret icon to open the element's dropdown menu. Screen_Shot_2021-05-26_at_3.35.08_PM.png
  3. Click Filter.
    • Your new filter will be added at the top of the page canvas, directly below the toolbar. 
    • Element filters are only visible on the page when their associated element is selected. However, they continue to filter data regardless.
    • Sigma default selects a filter type based on the column's type. Open the filter's vertical ••• menu to change this type.Screen_Shot_2021-05-26_at_3.36.45_PM.png

Note: Tables and pivot tables both have column menus directly on their columns displayed on the page canvas. This allows filtering data through the displayed element in addition to through the editor panel. However, if you wish to filter a table or pivot table based on a hidden column, please use the editor panel instructions above.

Keep Only or Exclude (Quick Filter)

If you want to quickly include or exclude a single value from a column's data, you can use the Keep only or Exclude options from the cell's context (right click) menu. 

EXAMPLE 1: Right click on a vertical bar chart's bar to open the cell context menu for the x-axis value represented by that bar. In the image below, clicking "Keep only 2018" would filter the visualization to only show that one bar. Clicking "Exclude 2018" would filter out the 2018 bar, leaving the 2015, 2016, 2017 and 2019 bars.

Screen_Shot_2021-05-26_at_3.50.39_PM.png

EXAMPLE 2: Right click on a table or pivot table cell to open that cell's context menu. In the image below, clicking "Keep only Midwest" would filter the table to only show data rows with a cell value matching "Midwest" in the [Store Region] column. Clicking "Exclude Midwest" would filter out any row with a cell value matching "Midwest" in the [Store Region] column.

Screen_Shot_2021-05-26_at_4.04.07_PM.png

Use an Existing Filter

  1. Select the element associated with the filter. 
    Element filters are only displayed when their element is selected.
  2. All filters associated with that element will appear at the top of the page canvas, directly below the toolbar.
  3. Use the element's input box(es) to modify the filter value(s).Screen_Shot_2021-05-26_at_4.12.28_PM.png

Edit a Filter Type

  1. Select the element associated with the filter. 
    Element filters are only displayed when their element is selected.
  2. All filters associated with that element will appear at the top of the page canvas, directly below the toolbar.
  3. Click the filter's vertical ••• menu.
  4. Select the new filter type.
    Screen_Shot_2021-05-26_at_4.15.10_PM.png

Disable a Filter

  1. Select the element associated with the filter. 
    Element filters are only displayed when their element is selected.
  2. All filters associated with that element will appear at the top of the page canvas, directly below the toolbar.
  3. Click filter's switch toggle to disable or reenable a filter. 
    Screen_Shot_2021-05-26_at_4.15.18_PM.png

Related Resources

Convert an Existing Element Filter to a Control
Drill into your Data
Intro to Control Elements
Intro to Data Elements