Filtering and Sorting Grids and Charts

Owned by Sarah Gibson (Unlicensed)
Last updated: Jul 15, 2024 by Zoe Baldwin
2 min read

Overview

The data in a grid or chart can be automatically sorted by adding a default sort order on the backing view. For more information on sort orders see Sort Order.

The default sort order can be overwritten at any time by a user, by right clicking on a column header and clicking Sort Ascending or Sort Descending. 

The data in displayed on the grid can be filtered in the following ways

FilterLocationLinkReason to use
Default FilterView EditorFilter

Default filters can be cleared by the user on the front end. Use a default filter when users are allowed to remove the filter to view all the data. If a default filter has been applied grids and charts are marked with and the name of the filter appears next to the name in brackets, e.g. Employees (Default Filter). Clicking on this icon and selecting Clear Applied Filter will remove the default filter.

Example: A grid displaying a list of employees has an Active Boolean attribute. The default filter only displays active employees, but a user can clear this filter at any time to view all employees.

Background FilterView EditorFilter

Background filters cannot be cleared by the user. Use a background filter to always filter any instance of the view by the parameters provided. 

Views can be reused by multiple data components. Using a background filter will filter all components which are backed by this view.

Background Filter RulesComponent EditorFilter Rule

Background filter rules appear on the data component instead of the backing view so only applies to that component. Rules can be added to each filter to only apply in certain contexts. 

Background filter rules cannot be cleared by the user.

Example: A button is clicked to show all employees for company X. This sets a hidden attribute to true. The background filter only applies when this hidden attribute is marked as true.

In PhixFlow 11.1.0+, use this option to create multi-layer hierarchical graphs where the data displayed on the chart is dependant on data points selected on another chart.

Column Filter PickersGrid Column Headers

Filters on Data Views

Controlled exclusively by the user on the front end. Users can select any attribute on a grid and filter using expressions and by selecting values.


Did you know?

Changing a component's name automatically updates any expressions referring to the component in Formatting Rules, CSS Properties and Filter Rules, with the exception of Background Filter Rules.

More Information

For a complete list of view properties and their functions see View.