Learn how to add columns that can be used for filtering throughout MindBridge.
This task is performed on the Map Columns step of the data import process. You must have created an analysis, and have begun importing a file.
Add columns for filtering
- During column mapping, use the more actions menu ( ) to the right of the desired column
- Select Add additional column.
A pop-up window appears.
- You have the option to change the name using the Header Name field.
You will see a preview of the first 2 cells in the selected column.
- When you are satisfied, Save your work.
The column will be marked for filtering and you will be taken back to column mapping. These columns are displayed below Additional columns, located at the bottom right of this page.
When you add columns for filtering, you will also enable a section on the Data page to Import additional data.
Where will columns for filtering appear?
Risk overview dashboard
Added columns appear as filters on the Risk overview dashboard and in the Risk by graph.
Learn more about filtering on the Risk overview dashboard and the Risk by graph in GL, AP and AR analyses.
In general ledger analyses, any columns added for filtering appear in the menus above the graph.
Data table dashboard
Added columns appear as filters in the filter builder on the data table, as well as sortable columns.
Audit assertion risk dashboard
In general ledger analyses, any columns added for filtering appear in the menus above the table.
Filtering is designed for categorical columns, and as a result, the number of unique entries in the column must be under 10,000.
Here are some commonly used additional columns for filtering:
- User ID
- Company Code
- Fund ID
- Project ID
- Program ID
Anything else on your mind? Chat with us or submit a request for further assistance.