Introducing filters in Microsoft Loop Tables and Boards
Published Aug 25 2024 08:44 PM 608 Views
Microsoft

(Originally published on April 16, 2024 by Aditya Prakash)

 

Hi, Microsoft 365 Insiders! I’m Aditya Prakash, a Product Manager on the Microsoft Loop team. I’m excited to announce that you can now apply filters to the content in your Loop Tables and Boards.

 

Introducing filters in Microsoft Loop Tables and Boards

 

Filters help you quickly find and access relevant information in your Loop Tables and Boards. This makes it easier to glean insights, especially when working with large quantities of data.

 

How it works

  1. Go to Microsoft Loop.
  2. Select a table-based component in an existing Loop page or create one.
  3. Select Filter from the operations bar at the top of the Table.

    The operations bar in Microsoft Loop with the Filter icon highlightedThe operations bar in Microsoft Loop with the Filter icon highlighted

  4. Create one or more rules for your filter by selecting a column, condition, and value for each.
    NOTE: If multiple rules are defined, the filter will only return data that meets all the rules.

    Defining a column, condition, and value for Loop filter rulesDefining a column, condition, and value for Loop filter rules

  5. Select Apply and notice the filter icon indicating the number of rules applied to the Table.

    The filter icon in Microsoft Loop, with the number 2 next to itThe filter icon in Microsoft Loop, with the number 2 next to it

  6. Adding or updating rows on a filtered Table marks the filter as “dirty” until you update it.

    The filter icon in Microsoft loop, with a visual overlay indicating that the filter is dirtyThe filter icon in Microsoft loop, with a visual overlay indicating that the filter is dirty

  7. Similarly, filters can be applied within the Boards view.

    The filter icon above a Board in Microsoft LoopThe filter icon above a Board in Microsoft Loop
  8. Filters can also be applied on all tabular/board components, as well as Task Lists and integrations such as JIRA, GitHub, and Trello.

    The filter icon above a Task List in Microsoft LoopThe filter icon above a Task List in Microsoft Loop


    NOTE:
    Filters persist across layouts—meaning that if you apply a filter in the Table view and then switch to the Board view (or vice versa), the filter will remain in effect.

 

Scenarios to try

  • Apply a filter to a Table or Board.
  • Define multiple rules for the filter.
  • Update or remove an existing filter.
  • Add a row within a filtered table.
  • With a filter enabled, switch layouts and notice that the filter continues to function.
  • Apply a filter to a synced component (like a Task List) or integrations such as JIRA, GitHub, and Trello.

 

Availability

This feature is available to all Microsoft 365 subscribers.

 

Feedback

We’d love to hear your thoughts about this feature set. Send your feedback by selecting Help > Give feedback in the lower right area of your Loop app screen. 

Give feedback in Microsoft LoopGive feedback in Microsoft Loop

 


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Last update:
‎Aug 25 2024 01:44 PM
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