Manipulating data in Jules

In Jules, you can use different tools to leverage your data, such as Search bar, Filters, Sorting, Grouping and also editing the table columns and their orders.

On each base you will access part or all of these tools.

Date: January 19, 2023

Author: Jean-Philippe Boul

Source: Tango

1. Go to Jules AI

2. Type your query in the search bar and wait until it gets loaded

In the search bar you will see a placeholder to see what criteria you can type

3. Click on any filter and make your selection

In Jules AI, you have 3 main filters and then other filters (in "Others")

4. Click on "Others" to find the other filters

5. After having applied your other filters, click on "Apply"

6. To clear your other filters, go back to "Others"

7. Then click on "Clear filter(s)"

8. And then click on "Apply" to confirm your filter clearing

9. You can group lines by clicking on "Group by"

10. Then select your criteria

To remove the grouping, click again on "Group by" and select "None"

11. Once a grouping is applied, you can expand rows by clicking on the chevron icon

12. You can also "Collapse all" or "Expand all"

13. Click on "Sort by" to select a sorting criteria

To remove the sorting, click again on "Sort by" and select "None"

14. You can also customize table columns by clicking on this icon

15. Here, select or unselect the columns you want

You can also search them via the search bar

16. You can re-order the columns with drag and drop. Then click on "Save" to save your changes

17. In some tables, we offer the option to "Resize" in order to extend the size of the table and display more rows

18. Last by not least, you can access pre-define "Views"

A view is composed of: filters, grouping, sorting, table column customization

19. Select the view you want to apply

Updated on: 16/07/2024