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Filtering and Exporting

Once you have data in the grid -- whether from a preview or a query -- you can refine, sort, export, and share it without writing additional queries. This page covers every post-query action available in the Data View toolbar and data grid.

Table Filters​

Table filters let you narrow the rows displayed in the data grid based on column values. They operate on the result set that is already loaded, giving you instant, client-side filtering.

Opening the Filter Panel​

Click the filter icon in the Data View toolbar to open the filter panel. Click it again to close the panel and remove all active filters.

Applying a Filter​

  1. Open the filter panel.
  2. Select the column you want to filter on from the dropdown.
  3. Choose an operator (e.g., equals, contains, greater than, less than).
  4. Enter the value to filter by.
  5. The data grid updates immediately to show only matching rows.

Supported Filter Operators​

OperatorDescriptionExample
EqualsExact match on the value.region equals "US"
Not equalsExcludes rows that match the value.status not equals "cancelled"
ContainsSubstring match (text columns).email contains "datafi"
Greater thanNumeric or date comparison.total_amount > 500
Less thanNumeric or date comparison.order_date < 2025-06-01
Is emptyMatches rows where the column is null or blank.phone is empty
Is not emptyMatches rows where the column has a value.email is not empty

Combining Filters​

You can apply multiple filters simultaneously. Each additional filter narrows the result set further (logical AND). For example, filtering region equals "US" and total_amount > 1000 shows only US-based rows with amounts exceeding 1,000.

Filters vs. Query Clauses

Table filters operate on the result set already in the browser. If you need server-side filtering to reduce the volume of data returned, use WHERE (DQL) or filter (PRQL) in your query instead. See Querying Data.

Column Sorting​

You can sort the data grid by any column, directly from the column headers.

How to Sort​

  1. Click a column header to sort the grid by that column in ascending order.
  2. Click the same header again to switch to descending order.
  3. Click a third time to remove the sort and return to the original order.

A small arrow icon appears in the column header to indicate the active sort direction.

Sorting Tips​

  • You can sort on any data type -- text, numeric, date, or boolean.
  • Sorting is applied to the currently displayed result set, including any active filters.
  • If you need multi-column sorting or a specific collation, use ORDER BY (DQL) or sort (PRQL) in your query.

Exporting to CSV​

When your result set is ready, you can export it to a CSV file for use in spreadsheets, BI tools, or other downstream applications.

How to Export​

  1. Run your query or preview, and apply any desired filters and sorting.
  2. Click the download icon in the Data View toolbar.
  3. The browser downloads a .csv file containing the currently displayed rows, including any active filters and sort order.

Export Details​

DetailValue
File formatCSV (comma-separated values)
EncodingUTF-8
Rows includedAll rows in the current result set (after filters)
Column headersIncluded as the first row
Large Exports

If your query returns a large number of rows, apply filters before exporting to keep the file size manageable. For very large datasets, consider using the Datafi API for programmatic extraction.

Sharing Data Views​

You can share a Data View with other users in your workspace so they can see the same datasource context, query, and results.

How to Share​

  1. Click the share symbol in the Data View toolbar.
  2. In the sharing dialog, enter the email address of the user you want to share with.
  3. Confirm the share. The recipient receives access to the Data View.

What Gets Shared​

  • The datasource and schema context.
  • The current query (if one has been written).
  • The layout configuration.

What Does Not Get Shared​

  • Filter and sort settings (these are local to each user's session).
  • Export history.

Policy Enforcement​

Shared Data Views respect all access policies. If the recipient does not have permission to view certain columns or rows, those are automatically hidden. You do not need to worry about accidentally exposing restricted data through sharing.

Revoking Access

To stop sharing a Data View, open the share dialog and remove the user's email address. Their access is revoked immediately.

Toolbar Reference​

Here is a summary of every action available in the Data View toolbar:

IconActionDescription
Layout toggleShow/hide panelsToggle the datasource panel and query panel on or off.
Filter iconOpen/close filtersOpens the table filter panel for client-side row filtering.
Download iconExport to CSVDownloads the current result set as a CSV file.
Share symbolShare the viewOpens the sharing dialog to grant access by email.

Next Steps​

  • Data Views Overview -- Return to the overview for a summary of all Data View capabilities.
  • Query Examples -- Browse practical, runnable query examples for common use cases.