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 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 added for filtering appear in the Type view.

Added columns also appear as filters on the Trends dashboard just above the graph.

Added columns appear as filters 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

• Duplicating the column
• Joining column
• Split column