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Adding a column for filtering

Article author
Jonathon Plowman-Samson
  • Updated

Summary

The article talks about how to add the column for filtering.


Navigation

This task is performed during the data ingestion process, so you will need to navigate to an engagements Data page and begin importing a file.


 

Procedure

Note: This task is only applicable to columns that have not already been mapped.

 

During column mapping, use the ellipsis to the right of the column in question and select Add column for filtering.

 

The Columns for filtering pop-up window will appear and you will see a preview of the first two cells in the selected column. You have the option to change the name using the Header Name field. When satisfied, Save your work.

 

The column will now be marked for filtering and you will be taken back to column mapping. Columns marked for filtering will be shown in the bottom right of the page.

 

custom-filter.gif

Where will columns for filtering appear?

Risk overview dashboard

Any columns you’ve added will appear as filters on the risk overview dashboard and as options in the Dynamic Risk Graph.

 

Learn more about filtering on the risk overview dashboard for GL, AP and AR analyses.

 

Learn more about the Dynamic Risk Graph for GL, AP and AR analyses.

 

Trending dashboard

In general ledger analyses, the columns for filtering will appear as filters in the income statement views of the Financial Statement table.

 

Data table

Any columns you’ve added for filtering will be available in the filter builder on the data table.


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