How to setup Filters in Risksheet

Filterable columns allow users to narrow the displayed data based on specific criteria. This is crucial for making large datasets more manageable and improving efficiency and transparency.

TABLE OF CONTENTS

• Adding filters to columns
• Applying filters to columns
• Clear filters
• Saved filters
• Active filters indicator

Adding filters to columns

In the Risksheet configuration, specify the columns that should (not) be filterable by adding "filterable": true/false. 

  ...
  {
 "headerGroup": "Hazard & Harms",
 "headerGroupCss": "headPotentialRisks",
 "headerCss": "headPotentialRisks",
 "header": "Harm Severity",
 "id": "harmSeverity",
 "width": 150,
 "filterable": true,     
  ... 
  },
  ...

Filterable columns will be indicated by the transparent funnel icon when you hover over the header of the column.

Columns with applied filters will have the funnel icon filled out.

Applying filters to columns

In the Risksheet click on the funnel icon in the header of the column you want to filter. A  pop-up box will open where you can customize your filter needs.

1. Click on the tick-box next to "Select All" to de-select all the values
2. Tick the values you want to filter in the pop-up box and confirm by clicking on "Apply"

Clear filters

To clear ALL filters: go to Menu > Sort & Filters > Clear Filters 

To clear a single column filter: click on "Clear" in the pop-up box for that column.

Saved filters

Starting with version 24.8.1, filters can now be stored in personal settings, allowing for a more personalized and consistent user experience.

This means opening the same Risksheet again will retain the last used filters users set on their browsers.

Note that using different browser, even on different machines, will retain their own last used filters independently.