Filtering, Sorting & Grouping

Filtering, Sorting & Grouping

This guide walks you through narrowing, reordering, and organizing rows in a sheet. Think of it like filtering a spreadsheet, but you can also just ask the agent.

Ask the Agent

The fastest way to slice your data:

Show me only the active customers sorted by revenue

Group this sheet by status

The agent applies filters, sorts, and groups directly to your sheet — combine all three in a single message.

Filter Rows

Filters narrow your sheet to rows that match conditions you set. The original data stays intact.

1. Click the Filter icon in the toolbar above your sheet.
2. Select a field from the popover — scroll or type to search.
3. Choose an operator. Options depend on the field type:
   • Text: equals, not equals, contains, like
   • Number / Date: equals, greater than, less than (and "or equal" variants)
   • Enum: equals, not equals
   • Boolean: pick True or False from a dropdown — no value to type.
4. Enter a value and confirm. The sheet updates immediately.

To add another condition, click the + button in the filter bar. Each condition stacks — records must match all of them. Active filters appear as pills showing field, operator, and value. Click the ✕ on any pill to remove it.

Tip: The filter bar can also show only records flagged by validation rules — useful for cleaning up data quality issues.

Sort by Column

1. Right-click a column header.
2. Select Sort Ascending (A→Z, smallest first) or Sort Descending (Z→A, largest first).

A sort indicator appears on the header. To remove it, right-click the same header and select No Order.

Sort state persists — close the tab and come back, your sort is still there.

Group Records

Grouping organizes rows into collapsible sections based on a column's values.

1. Click Group in the top right corner of your sheet.
2. Select the column you want to group by. Records split into labeled sections, one per unique value.
3. Click any group header to collapse or expand it. Each header shows the value and record count.

Date fields bucket into intervals — day, week, month, quarter, or year. Enum fields create one group per option. Text and number fields group by unique value.

Groups sort ascending by default. Toggle Hide Empty to remove sections with zero records after filtering. To clear grouping, click Group again and deselect the column.

Combine All Three

Filtering, sorting, and grouping layer together. A typical workflow: filter to Enterprise customers, sort by revenue descending, group by region. Each tool controls a different dimension — which rows appear, what order, and how they're organized visually.