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Add a column for filtering

Article author
Jonathon Plowman-Samson
  • Updated

Summary

Learn how to add a column that can be used for filtering throughout MindBridge.

Go to the Data page

  1. Select the logo in the MindBridge sidebar. 
    You will go to the Organizations page.
  2. Select View in line with the desired organization, or click anywhere in the organization row. 
    You will go to the Engagements page.
  3. Select View in line with the desired engagement, or click anywhere in the engagement row. 
    You will go to the Data page for that particular engagement.

Tip: If you are already in an analysis, simply use the sidebar to go to the Data page.

Add columns for filtering

Note: This action is only applicable to columns that have not yet been mapped.
  1. During column mapping, use the ellipsis to the right of the desired column and select Add column for filtering.
    A pop-up window appears.
  2. 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.  
  3. When you are satisfied, Save your work.
    The column will be marked for filtering and you will be taken back to column mapping. Columns marked for filtering are displayed in 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. 

Trends dashboard

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.

Best practices

Filtering is designed for categorical columns, and as a result, the number of unique entries in the column must be under 10,000.

Note: Only the first 250 items will be displayed in the menu, but all items can be found with the search bar in the menu.

Examples

Here are some commonly used additional columns for filtering: 

  • User ID
  • Company Code
  • Region 
  • Fund ID
  • Project ID
  • Type
  • Program ID
  • Vendor

Anything else on your mind?

Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.

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