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.

Add columns for filtering

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.
   
   

Added columns will 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, the columns for filtering will appear as filters in the income statement views of the Financial Statement table.

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

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.

Related Article

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• Joining column
• Split column