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Advanced filtering for data tables and reports

Currently, eTRM only allows very limited filtering from the web application (e.g., single choice selection, only some tables allow filtering on parameters only). This enhancement adds more advanced filtering functionality to improve data searchability, usability, and overall user efficiency across the platform.

Proposed filter widgets:

  • Multiple choices

  • Number range selection

  • Date range selection

  • Keywords search

Additional filtering abilities:

  • Ability to filter all table columns, not just parameter fields

  • Persistent filters: Ability for users to save the filtered view for future access. For example, PA users may only need to see their measures.

  • Ability to export the filtered table so the user does not have to reapply filters. The export csv should indicate the filters that were applied

Tables targeted for the advanced filtering UI:

  • Supporting Value Vables in Measure

  • CPUC Support Tables

  • Shared Value Tables

  • Permutations Table/Custom Permutation Report

  • Measure Development Report

Status: Completed3 comments

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Comments3

  • CA eTRM

    Team•

    May 11

    Include the ability to hide columns in the permutation table:
    Ability to hide columns of the permutation table that users may consider unnecessary. Column-hiding functionality should also hide duplicate rows if the columns being hidden were distinguishing columns to unique permutations.

    • CA eTRM

      Team•

      Jul 31

      Not included in this Release.

  • An Anonymous User

    •

    May 10